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The registration setup area allows users to set questions will that be displayed, hidden or required on registration forms. This setup can be created at the category level or the room/program level.
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Report Description The Weekly AM/PM Attendance report displays Present or Absent. Report Conditions If data is pulled at the business level, each center is on a separate tab If data is pulled at the center level, each room displays on a se...
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Email Templates can be set at the business level or center level and will allow consistent messaging to be sent out when particular actions are taken in the system.
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The Payments Outstanding screen will display amounts owed by families within the system. Use search criteria to display related families. Statement and Reminder emails can be sent from this page,
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Last Updated: 09/14/2023
in How To's Billing
How to create a transactional billing cycle.
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Valid Values allow you the ability to customize specific drop down lists in the system.
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The child registration tab is only for new registrations, not for children on a wait list in the center, this is where brand new families can be approved and have a family record created.
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The family tab of the family record displays basic family information and allows administrators the ability to add reporting group, track family status and basic settings.
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In order for a room to display as available for registration on new registration pages and/or the parent portal the room MUST be authorized to a semester. This screen will allow you to customize.
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Discounts can be applied to familes so that the percentage or dollar off amount is automatically deducted when billing is created.