For School Age Children who attend your childcare services before and after school and on days where the school is closed, it is important to set up two services.
- One for days when the school is open. This is typically your 2 or 3 periods service. The condition would be set to “Open”.
- The second for days when the school is closed. This is typically your Full Day service. The condition would be set to “Closed”.
School Setup for a Child
Before adding theses services, please be sure to attach a School to the child’s account. You can do this under the Schools tab.
- Go to the child’s account
- Select the Schools tab
- Add a school.
- Start date can be the first day of school for the school year.
- Click the checkmark to apply
- Click the save icon to save all
Childcare Service Setup for a Child
Setting up services is crucial for accurate invoicing:
- Go to the child’s account
- Select the Services tab
- Select the Default Payer tab:
- Assign billing responsibility to one or two people, depending on the family setup. MUST be set up for proper billing and reporting.
- Select the Childcare tab:
- Childcare Services: Choose the location and the service for this child. Be sure to enter accurate start and end dates.
- School-Age Children: Adjust the service invoicing based on school conditions (Note: children must have an assigned school on their account for conditions to be available) :
- In most cases, school aged children should have 2 services set up.
- One for when the school is open (school age periods, condition = school open),
- The second for when the school is closed (school age full time, condition = school closed). This will help the system bill accordingly.
- In most cases, school aged children should have 2 services set up.
- Click the checkmark to apply
- Click the save icon to save all
Conditions:
- None = Service is invoiced regardless of school status.
- School Open = Service is invoiced only when the school is open.
- School Closed = Service is invoiced only when the school is closed.