Onboarding

Overview

• Welcome Call Overview
• Onboarding Project Overview 
• Merging Services - Steps for Administrators
• Cloning a child profile into another service

Setup

• Logging in to Xplor, Inviting Admins and Educators
• Setup - Service Settings, Adding Rooms, Fees and more
• Pay items - Adding extra fees like enrolment, uniform and late fees
• Recording Bond Payments in Xplor

Data migration – QK to Xplor

• Data preparation - QK customers
• Parent and Child migration
• Child Booking Migration / Checking the Bookings Report
• Billing plans / payment method report for families  
• Balance migration

Data Migration - New centres and other Software

• Adding Parent & Child Profiles using the Enrolment Form
• Adding Parent & Child Profiles - No Enrolment Form
• Adding Bookings
• Recording Bond Payments in Xplor

Parent Onboarding

• Parent Onboarding Overview
• Inviting Contacts
• Resending the Welcome Email and Checking Active Parents

The Hub and Playground

• Login details for the Hub and Playground App
• Setting up the Playground App
• Setting up the Hub for Parent sign ins
• How to use the Demo Parent/Child for testing in Playground

Go Live Week

• Go Live Week Overview
• Monday - Attendances
• Parent Sign-in Guide - The Hub
• Monday - Providing CCS Codes from PRODA
• Wednesday – Checking CCS Enrolments QK Customers
• Creating a new CCS Enrolment - CWA and RA

See all 7 articles

Your first week of CCS and Payments

• Service Approval Granted - how to create enrolments and backdate CCS
• First week of Scheduled Payments