Office (Administrators)
For Administrators
COVID-19
Onboarding and Set Up
Users and Permissions (Admins. Educators and Parents)
Passwords and Login
HUB (Digital Attendance)
Dashboard
Admin Posts
New Enrolments
- Email Already Exists
- New Child Enrolment Process
- Online Enrolment Form
- Creating and Managing your Waitlist
- How to create a new child profile without enrolment form
- Enrolment Records in Office: Compliance Requirements
Parent and Child Profiles
- Linking Existing Parent Profiles to Children Profiles
- Primary Carer Change
- Deleting Children Profiles
- Changing Enrolment Status: Active, Inactive, Waitlist
- Manually Creating a New Parent Profile
- Changing A Child's Room on Profile
Bookings and Master Roll
- Managing Mobile Bookings - Service Settings
- Booking Notifications
- The Roll Book & Roll Summary reports
- Room Summary
- Digital Attendance Summaries
- Master Roll Introductory Overview
Fees
Payments and Automated Gateways
- Debitsuccess: The Importance of Using a Payment Gateway
- Debitsuccess: Adding payment details through Home Web
- Debitsuccess: Payment Setup Process
- Debitsuccess: Sub Merchant Agreement Help
- Managing and Understanding Automatically Scheduled Payments
- Creating and Updating Scheduled Payment Plans for Parents
Parent Financial Statements
- Financial: Add Payments
- Office Financial - Parent Accounts Page
- Reading Parent Account Statements
- Adding Financial Adjustments
- Adding Balance Adjustments
- Reading Parent Statements: Transaction Items