Setup & Enter Family Information
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Description
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| Configure Family Data |
Set up enrollment status, work areas, classrooms, etc. |
| Add Family |
Create a new family account. |
| Add Child |
Add a child to an existing family. |
| Add Photo |
Add a photo to a person. |
| Search and Filter |
Search for information and filter your view so only certain families / children are displayed. |
Scheduling, Tracking, Immunizations
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| Schedule Templates |
Set up reusable templates that may be assigned to many children. |
| Child Schedules |
Add schedules to an individual child. |
| Tracking Categories |
Set up and use tracking categories. |
| Immunizations |
Set up immunizations & other date based requirements. |
Reports & Data Viewer
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| Setup Reports |
Select which reports will be available and the order in which they appear. |
| Running Standard Reports |
How to choose, run, view and filter standard reports. |
| Data Viewer Basics |
Use the Data Viewer to select the fields you want then sort them and print or export the information.. |
| Data Viewer: Waiting List |
Example of using Data Viewer to create a waiting list. |
Family Accounting
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| Accounting Setup |
Configure Family Accounting - bank accounts, tuition descriptions and rates, etc. |
| Beginning Balances |
Enter prior year balances on each family Ledger Card. |
| Using the Ledger Card |
How to use the family Ledger Card and enter year-to-date amounts. |
| Payments and Bank Deposits |
Entering payments from families and using the Deposit Report feature. |
| Change / Void Ledgers |
How to change or void Ledger Card entries. |
Tuition Fees & Billing
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| Contract Billing |
Set up and use billing cycles to charge fees on a recurring basis like weekly or monthly. |
| Formula Billing |
Charge fees based on attendance, overtime, late pick ups, etc. |
| Late Payment Calculator |
How to use the Late Payment Calculator to charge a flat fee or percentage. |
| Selected Accounts Billing |
Charge a one time fee to a selected group of families, such as those with children in a particular classroom. |
Agency Accounting
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| Configure Agencies |
Choose the overall settings that affect subsidizing agencies like the state or county. |
| Agency Fees and Co-Pays |
Charge fees to agencies and co-payments to family accounts. |
| Agency Payments |
How to record payments from an agency and transfer upaid balances to the family if needed. |
Attendance Tracking
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| Child Time Cards |
Make individual entries on a child's time card. |
| Batch Check In |
Check a batch of children in/out or transfer them to another class. Covers the Batch Check In/Out and Batch Post Time Card features. |
| Attendance Reports |
How to view/print various child attendance reports. |
| Check In Registration |
How to assign pick up persons and register for check in. |
| Set Up Check In Options |
Choose settings affecting how people check in and out. |
| Family Check In (Computer) |
How parents and authorized pick up people check children in/out at a computer check in station. |
| Employee Check In (Computer) |
How staff members check themselves in, as well as any children they may have, at a computer check in station. |
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