Office (Administrators)
For Administrators
Onboarding and Set Up
- Part 2: Onboarding and Training Checklist
- Introduction to Xplor for administrators
- Part 1: Set Up and Data Imports
- Part 3: Finalising your Transition
- Onboarding: CCS Enrolments
- Onboarding: Family accounts and statements
Users and Permissions (Admins & Educators)
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 Xplor: 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
- Roll Book: Printing Bookings
- Master Roll Introductory Overview
- Adding and Deleting Bookings - Master Roll
- How do I add/delete an attendance?
Fees
Payments and Automated Gateways
- How to sign up for PayPal
- PayPal and Xplor partnership for enterprise clients
- PayPal and Xplor partnership for child care services
- Signing Up to Ezidebit
- Managing and Understanding Automatically Scheduled Payments
- Creating and Updating Scheduled Payment Plans for Parents
Parent Financial Statements
- Office Financial - Parent Accounts Page
- Reading Parent Account Statements
- Adding Financial Adjustments
- Adding Balance Adjustments
- Reading Parent Statements: Transaction Items
- Account Statements Issuer Name
Financial Reporting
Reporting
Educator Rostering
- How do I check which educators have signed in/out for the day?
- Leave Rostering
- Office Web: Financial- Settings Xero
- Office Web: Rostering (Timesheets)
- Printing the Roster
- Roster Calendar and Creating Shifts - Rostering