Contacts
- Absences: How to Add an Absence to a Contact/ Child
- Camps: How to Add a Camp to a Contact/ Child’s Services Events
- Conferences: How to Add a Conference to a Contact’s Services Events
- Contact Finder
- Contact Health: How to View and Add Health Information to a Child
- Contact Health: How to View, Add or Edit a Dietary Restrictions
- Contact Health: How to View, Add or Edit a Medication
- Contact Health: How to View, Add or Edit a Vaccine
- Contact Health: How to View, Add or Edit an Allergy
- Contact Health: How to View, Add or Edit an an Health Condition
- Contact Health: How to View, Add or Edit an Intolerance
- Contact Services: How to View a Services Summary for a Contact/ Child
- Contact Services: How to View and Add a Service Default Payer/ Default Discount to a Contact/ Child
- Contacts – Overview and Definitions
- Custom Forms: How to Add/ Edit a Consent Form
- Custom Forms: How to Add/ Edit an Intake Form
- FAQ: How should fully subsidized children be set up?
- FAQ: The payers are not showing up on the payments list to pull payments.
- FAQ: Why can’t I edit or see an End Date on a child’s service?
- FAQ: Why can’t I see the School Condition when adding a school age service to a child?
- FAQ: How do I add 2 payers sharing the cost of care for the same service?
- FAQ: How do I fix incorrectly entered bank information?
- FAQ: How do I properly end a service?
- History: How to View the Services History for a Contact/ Child
- How do I split the payment percentage when parents have custody one week on and one week off?
- How to Add a Contact/ Child’s Professional Contact
- How to Add a Contact/ Child’s Restricted Contact
- How to Add a Contact/ Child’s Sibling
- How to Add a New Contact
- How to Add a Transportation Fee
- How to Add Family Support/ Guardian/ Parent to a Child
- How to Add Legal Documents
- How to Add Other Fees to a Child/ Contact’s Services
- How to Add Services to a Contact/ Child
- How to Edit a Contact
- How to Email an Existing Statement to a Payer
- How to End a PAD Agreement
- How to recollect payment after payment reject (wrong banking information entered)
- How to Search for a Contact
- How to View and Add a Contact/ Child’s Legal File
- How to View and Add a School to a Contact/ Child
- How to View the Contact Profile
- How to View the Contact/ Child’s Family
- How to View the Contact/ Child’s General Information
- How to View, Add and Edit an Event to a Contact/ Child’s Services
- Milestone Form: How to View, Add and Complete for a Child
- Notes & Tasks: How to View a Task set to a Contact/ Child
- Setup: How to Add a New Board Position
- Setup: How to Add a New Custody Arrangement
- Setup: How to Discontinue an existing Board Position
- Setup: How to Edit an Existing Board Position
- Setup: How to Edit an Existing Custody Arrangement
- Setup: How to Search an Existing Board Position
- Setup: How to Search for an Existing Custody Arrangement
- Setup: How to Search for an Existing Custody Arrangement
- Setup: How to View the list of existing Board Position
- Setup: How to View the List of Existing Custody Arrangements
- TIP: Back Dating Subsidy Approvals
- TIP: Applying discounts
- TIP: Ending a Childcare Service with more than 1 period
- TIP: How to check if a payment has been applied
- TIP: Where to look if there is an issue with the Payer Account.
- Troubleshooting: System Message When trying to add new banking information
- Troubleshooting: The subsidy is not calculating properly.
- Troubleshooting: Invoices are showing 0, and the child’s summary calendar is blank
- Troubleshooting: System message “SQL database update failed. The record may have been modified or deleted by another user”
- Workshops: How to Add a Workshop to a Contact/ Child’s Services Events