Training Checklist

Training Checklist

Below are the topics that will be covered during setup and training.  To get a head start begin walking through the linked pages and engage in some self-discovery.  

Make sure to keep track of questions or issues you come across as you are exploring. 

Training Type
Training Time (est)
Training Activities
System Overview & Basic Functions
1-1.5 Hours
  • Adding families to the system
    • Adding siblings
    • Adding parent information
      • Accessing the parent portal
    • Adding contacts to children
    • Setting up an initial program/room assignment
  • Basic Reporting
    • Reports > Room/Program- student schedule summary- excel
    • Reports > Room/Program - child attendance detail- excel
    • Reports > Room/Program- Health/Allergy- Full List- PDF
    • Reports > Room/Program- Health/Allergy Report for Center- PDF
    • Reports > Room/Program- Weekly Roster Summary- PDF
    • Reports > Room/Program- Weekly Schedule Roster- PDF
    • Reports > Room/Program- As PDF
    • Reports > Room/Program- Weekly AM/PM Sign In- PDF
    • Reports > Room/Program- Extended Registration Questions- Excel
    • Reports > Room/Program- Extended Registration- Excel
Room, Semester & Rate Setup
1-1.5 Hours
  • Setting up categories, rooms & semesters
    • Semesters
    • Categories
    • Rooms
      • Recurring Billing Rooms
      • Events
    • Semester-Room Associations
      • Alternate Methods
  • Maintenance/Editing Options
    • Cloning a classroom or event
    • Cloning a semester
  • Rates
    • Adding/Editing Rates
    • Adding/Editing Discounts
    • Adding Scholarship Codes
Registration Setup & Approval
30 minutes-1 Hour
  • Settings up required questions
  • Setting up extra program questions
  • Setting up terms and conditions
  • Adding in extra verbiage
    • Registration Start Text
      • At the business level
      • At the category level
    • Descriptions
      • At the business level
      • At the category level
      • At the room level
    • Finishing Text
      • At the business level
      • At the category level
      • At the room level
  • Approving Registrations
  • Registration Reporting
    • Reports > Room/Program- Extended Registration Questions- Excel
    • Reports > Room/Program- Extended Registration- Excel
Communications Setup
30 minutes-1 Hour
  • Setting up email
    • Server Options
    • System Templates
    • Custom Templates
  • Portal Communications
    • Creating and Editing Announcements
    • Sending Emails
    • Creating Calendar Events
Staff Setup & Scheduling
30 minutes-1 Hour
  • Adding admins to the system
    • Updating admin passwords
  • Adding staff to the system
    • Setting up User IDs
    • Setting up PIN numbers
  • Setting up Schedules
  • Editing Staff Security
  • Adding/Editing Staff Attendance
  • Staff Reporting
    • Reports > Room/Program, Staff Hours
    • Reports > Room/Program, Staff Data
Financial Review
1-1.5 Hours
  • Billing Process
    • Transactional billing
    • Defined billing
    • Sending out statements
  • Payment receipting
    • In batch format
    • By individual family
      • Processing online payments
    • Third-party payments
    • Batch and reporting
  • Payment reporting- reports > financial
    • Credit card reconciliation
    • Payment reconciliation
    • Charges and credits detail & summary
Role Setup & Application
30 minutes-1 Hour
  • Setting up admin roles
    • Admin activities
  • Applying roles to admin/staff
InSite Applications
*InSite Select
*InSite Provider
*InSite Connect
30 minutes-1 Hour
  • InSite Provider- classroom management application used by staff/administration by location
  • InSite Select- check in/out application used by parents and staff to record time
  • InSite Connect- parent facing application