Office (Administrators)
For Administrators
Onboarding and Set Up
COVID-19
Dashboard
Bookings and Master Roll
- Refresh CCS Estimations on Master Roll and Parent Statements
- Managing Mobile Bookings - Service Settings
- Booking Notifications
- The Roll Book & Roll Summary reports
- How to Create, Update and Delete Booking Patterns
- Room Summary
Comms Centre
- Managing Comms Centre Preferences
- Creating and Managing Hub Messages
- How to Create a Post
- How to Duplicate, Pin or Archive a Post or SMS
- How to Comment on a Post or SMS
- How to Create an SMS
Users and Permissions (Admins. Educators and Parents)
- How to create a family
- How to edit and remove families
- Office: Photo Permissions
- Adding New Administrator Profiles
- Managing Administrator Permissions
- Adding and Updating Educator Profiles
Passwords and Login
HUB (Digital Attendance)
New Enrolments
- Office (Administrator): Enrolment Master Guide
- Creating and Managing your Waitlist
- New Child Enrolment Process
- Online Enrolment Form
- eDDR on Enrolment Forms
- How to save an enrolment form
Parent and Child Profiles
- Linking Existing Parent Profiles to Children Profiles
- The Children Table: Filter and Update Options
- Child Attendance Tab
- Primary Carer Change
- Deleting Children Profiles
- Changing Enrolment Status: Active, Inactive, Waitlist
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
Fees
Payments and Automated Gateways
- Debitsuccess: Understanding your Payout Report
- Turning on PayNow
- Adding Payment Details
- Debitsuccess: The Importance of Using a Payment Gateway
- Debitsuccess: Adding payment details through Home Web
- Debitsuccess: Payment Setup Process