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