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Last Updated: 02/27/2019
in System Walk-Through Home Tab From this page users are able to see basic information within the tile area, approve registrations, child change requests, program change requests, add families and run billing.
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The lead management area of the system allows centers to track potential family activity within the system before the family has actually been created.
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Adding an Activity Once a family has been added and saved on the Lead Management page , an Activity section will appear. Activities allow users to track interactions with families prior to a student being accepted into the center. To add a new act...
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Parents/guardians have the ability to change the default language used in the Parent Portal. Please Note: Field translations must be added on the admin site, click here for instructions. Setting the Preferred Language Navigate and...
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Last Updated: 02/21/2019
in Import Detail Semester Imports are used to import semester details into the system, such as semester name, dates, category information, etc. How to Import Semester Information Click Setup and select Semester Click Actions then select Import Click C...
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Last Updated: 02/19/2019
in System Walk-Through Home Tab Home > Validation allows administrators an easy way to review potential errors related to family records- child, parent and financials.
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Last Updated: 02/15/2019
in Parent Portal Setting up parent roles allows administrators the ability to determine what tabs on the main toolbar parents will be able to view in the Connect Portal.
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Deposit Correction gives administrators the opportunity to correct a previous deposit amount or details. Navigate to the family's record Click the Financials tab Click Actions, then select Deposit Correction Complete the Dep...
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This report will display child directory information including- family center, grade, guardian names, child name, age address, date of admission, date of discharge, if the child is active, if they are in district and any special room notes.
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The Child Birthday Information - Excel lists birthday detail for children that are active within a center- according to the search criteria entered. The date acts as an as of date.