Batch Services – How to Apply One Service to Many Children

How to create Batch Services 

Description: For situations where multiple children need to be registered for the same service, the Batch Services feature allows users to register several children at once. 

Batch Services: Create or modify services for multiple children at once. 

• Examples: Transitioning children between programs or locations. 

• Scheduling (Upcoming): Monitor staff ratios and schedules (in development). 

• Helps with ratios – which will work with HR piece/ Timeclock/ Moving children from one area to another, etc. 

How to access 

Area Management > Batch Services 

Work through the tabs left to right, one at at time.

IMPORTANT: Services (or Other Fees, etc) must be first set up under the Organization’s services tab and properly associated to the Locations that offer this service.

Tab 1:  Contact Selection 

1. Active type = Active 

2. Location = select location for the service in question 

3. Date Range Type = Select from Date Range, Monthly or Billing Period 

4. Start Date = When the service starts 

5. End Date = When the service ends 

6. Age Groups = select age group 

1. Tab off to refine your search 

7. Areas = choose an area if applicable 

8. Service Type = choose service type 

9. Services = choose the services in which you would like to register the children 

10. Service Status = choose between Confirmed, Waitlist, Pending 

11. Attendance Type = choose between Part Time or Full Time 

12. School = choose a School if applicable 

13. Full Fee = checkbox to select full fee if applicable 

14. Partial Fee = checkbox to select partial fee if applicable 

NOTE:  All above sections that are not marked with a red * are non-mandatory.  Selecting these will only help you refine your child selection. 

15. Click GO to populate your list 

16. Select the children you wish to enroll 

1. To Select all – click the blue checkbox 

2. To de-select all – click the empty box to the right of the blue checkbox.  This can help you when you just want to select a few children rather than the entire list. 

17. Click NEXT 

Tab 2: Batch Services 

For childcare services: 

1. Select the childcare tab 

2. Click on the “+” Add childcare 

3. Fill out the form as per service needed 

4. Click the checkmark to apply and return to the previous screen 

5. Click on NEXT 

6. On the POST tab: 

1. The system will display “Create and Post [#of children selected]” 

2. Click the POST button to post this new service to the children you selected. 

For Event services (Camps/ Conferences/ Workshops): 

1. Select the event tab 

2. Click on the “+” Add Camp OR “+” Add conference OR “+” Add workshop 

3. Fill out the form as per event needed 

4. Click the checkmark to apply and return to the previous screen 

5. Click on NEXT 

6. On the POST tab: 

1. The system will display “Create and Post [#of children selected]” 

2. Click the POST button to post this new service to the children you selected. 

Tab 3:  Post 

On the POST tab: 

3. The system will display “Create and Post [#of children selected]” 

4. Click the POST button to post this new service to the children you selected.