Organization: How to Add a Child Service

Services Tab 

The Services Tab allows the user to enter all the services offered to families throughout the organization.  The user can create two types of services: 

• Childcare 

• Events 

Topic 3A: Add Organization Service > Childcare 

Childcare services are created at the organization and offered at your locations. Each childcare service is associated to an age group which allows the user to schedule both the children and personnel to maximize the licensed or operational capacity and ensure the organization is staying in regulated childcare ratios. 

Depending on how the user has set up the childcare services, the user may assign a child to a single childcare service, multiple childcare services, or a single childcare service with specific periods of services within that service. 

Topic 3B: Add a Childcare Service  

NOTE – if a service is already created, you may edit by clicking on the Pencil 

1. Left Menu > Setup > Organization > Services 

2. “+” Add Organization Service 

3. Complete the Form Organization Childcare Service (see below) 

1. Left Menu > Setup > Organization > Services 

2. “+” Add Organization Service 

3. Name: enter the name of the service 

4. Description: enter a description for this service (could be the same as Name) 

5. Age Group: from the drop-down list, select the age group 

6. Billing Rate Type: Select from the drop-down list of available choices 

7. Discontinue: will only use this area if this service is discontinued 

8. Start Date: enter date this service will be offered 

9. All Day: if this is a service available all day, activate the check box 

10. Start Time: enter the Start Time for this service 

11. End Time: enter the End Time for this service 

12. Frequency: choose from available drop-down list (i.e. weekly) 

13. Every Week: type the number (i.e. 1 for every week) 

14. Day Selector – click on the days this service is offered 

15. No Recurrence End Date: automatically active as it continues forever. If this service ended, you would deactivate the No Recurrence End and an Until: would display with a choice to select and End Date. 

16. Click the “checkmark” icon (found at the top of the screen) to accept the changes and return to the previous screen 

17. Click the “SAVE” icon (found at the top of the screen) to Save the Childcare Service. 

Topic 3C: Edit Childcare Services 

1. Left Menu > Setup > Organization > Services 

2. Click to Edit a Childcare Services 

3. Follow the steps as detailed in 3B above.