Child Birthday Report

Learn how to print a birthday report. You may sort it in various ways, such as by month and day—so that each month is on it’s own page with the children in order by the day of the month they were born. From the main screen of Family Data & Accounting go to...

How do I set up an annual physical?

In configuration, set the first event to be due immediately (zero days after enrollment or hire). The second event is due every 12 months thereafter. On the child (or employee) immunization screen: Enter the date they actually received their physical. It could have...

How do I withdraw a child?

Withdraw or unenroll a child Click on the Child’s Enrollment Status icon. Select a Date and a Status like “Withdrawn” then click Save. Next Steps If all the children are withdrawn from the account, and you have collected the balance due, hide the...

Tracking Marketing Source

Keep track of how people found out about your child care business. Create Account Level Tracking for your different marketing sources, such as your website, coupons, newspaper ad, word of mouth, etc. Assign Tracking to the Family when they first inquire about your...
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