Updated Articles

  1. Room- How to change a registration fee

    How to update registration costs.
  2. Financial- How to limit rates that display on the admin side when adding programs for children

    To help streamline the process for admins when entering program/room assignments for children specific rate categories can be assigned to room categories or specific rates.
  3. Financial- How to record a prepay (security) deposit payment

    How to record a prepay deposit (security deposit) from the payment screen on a family ledger.
  4. Financial- How to charge for unscheduled attendance

    Unscheduled attendance fees allow for sites to charge children for attendance in a room on a day that is not on their schedule.
  5. Financial- How to change a room's default revenue type

    How to adjust the revenue type for a specific room/program.
  6. Financial- How to add a fee/adjustment to multiple families within a room

    How to add a fee or adjustment to multiple family ledgers at once (by room/program).
  7. Financial- How to collect a payment for a prepay deposit (security deposit)

    How to setup and collect prepayments.
  8. Rates- How to reactivate a rate

    How to make a rate active/inactive.
  9. Financial- How to mark a payment as returned

    When a payment is returned by the bank and you would like to take the payment off of the family financial ledger and add a fee, you can mark the payment as a returned payment.
  10. Financial- How to add or update a discount associated to a child

    From the family record, select the Program/Room assignment tab on the Child record.  From the discount drop down list select the correct discount-  Once the discount has been selected scroll to the bottom of the page and press Save.  ...