Recorded Webinars

Transition to 1Core Webinar (July 9, 2020)

Program Enrollment

Program Enrollment Setup - User Guide

1Core Program Enrollment Setup Guide Adding Program and Billing to an Existing Child Alerts on the Program Enrollment Dashboard Offering Enrollment to the parent(s)Online Enrollment Flow Optimizing FTE Value Program Enrollment - Parent Portal Setup / Registration Options Program Enrollment Dashboard Registration Flow for New / Existing Parent After Receiving Enrollment Offer

Program Enrollment Related Articles

Revise Program Fee Update Revise fee for Already Existing Child Records Batch Program Update

1Core Apps

QR Touchless Sign in - 1Core Attend

QR Code Generation Frequency Setup 1Core Class and Family App Introductory Video 1Core QR Code (Touchless) Sign in/Sign out User Guide

Mobile Apps

1Core Class App - Classroom Username Creation 1Core Mobile Apps Quick Guide 1Core Attend - Timeclock Role & User Creation Daily Health Screening - 1Core Class App 1Core Family App Quick Guide Health Screening Enhancements - 1Core Web Health Screening Available in 1Core Family App Daily Health Screen At Sign In By Staff /Parent/Both Product Update in 1Core Family and 1Core Attend - 09 Nov 2020 Chat Feature on 1Core Class and Family Mobile Apps 1Core Class and Family Mobile Apps Update - 24 Feb 2021 Print 1Core Staff App Guide Product Update 1Core Class and 1Core Family Apps 16- April - 2021 Two Way Messaging Between 1Core Class and Staff App Parents - Self Sign Up using Family App Inviting Authorized Person for QR Code Sign in/out Picture Collage in 1Core Family Digital Wet Signature For Child Sign In/Out on 1Core Family & Attend Apps Name to Face Gallery - 1Core Family App Parent has the ability to toggle between centers

1Core Class App

1Core Class Dashboard How to Sign In/Out a Staff using the 1Core Class App How to Sign In/Out a Child using 1Core Class App Managing a Classroom From the 1Core Class App Moving Children from One Classroom to Another Child Profile in 1Core Class App Two way messaging option for Classroom Staff and Parents How to Create a Broadcast Message How to Create a Food Plan and update a Food Activity in the 1Core Class App 1Core Class App Activities Daily Health Screening Questionnaire for 1Core Class App 1CORE CLASS APP CLASSROOM SCREEN Show All Messages - 1Core Class App Bring In , Medicine and Bottle Bring In, Bottle and Medicine - 1Core Web Setup Bottle and Medicine Summary Logging in to the 1Core Class App

Online Tuition Payment (TAP + TPD)

Online Tuition Payment (TAP + TPD)How to Process Refunds and check Refund Status

Tuition Auto Pay (TAP)

TAP Functions for Director to Manage the Parents TAP Accounts Add Family Portal Login URL to Website Automatic TAP Processing TAP Dis-enrollment Family Portal: Online Payment Method Conversion - TAP to TPD & TPD to TAP Billing Period Description Tuition Auto Pay (TAP) Only

Tuition Pay Direct (TPD)

Online Tuition Payment (TAP + TPD)Tuition Pay Direct (TPD) Only

Card Swipe Payment (CSP)

Card Swipe Payment (CSP) - Card Connect Only

Online Payment Refund

Communication

General

1Core Attend Kiosk eMessage Function 1Core Email Handling/Protocol Batch Email for Parents Batch Email for Staff Email History Failed Card/ACH Notification Mail Immunization / Physical Health Exam Reminder Emails P Payment Reminder To Parents Send Family Portal Invitation Email Staff Portal Registration Text Messages for Parent / Staff / Camp Parents

Children

Billing

Agency Batch Billing Agency Batch Payment Agency Payment / Transfer / Adjustment Posting Agency Payment Automatic Application Rule (Company Dashboard)Agency Payment Posting With Automatic Application Agency Subsidy via Ledger Apply Payments From Subsidy Credit and Refunds Company Level 3rd Party Setup Deposit on Account Different Ways Posting Agency Billing Add / Edit - Subsidy Family Status Hide : Child Physical Health Exam Date How to add 3rd Party (Agency) Billing for a Child (Canadian Users)How to Create 3rd Party Agency No Service Day Program & Billing Prorated Tuition Billing Setup a 3rd Party Billing (Agency) using Add Program option How to Manage Child Billing How to Add or Update Discounts How to Add or Update Program

Families

Enroll / Transfer Families from One Center Into a Different Center Family Portal - Online Parent Enrollment Multiple Ledger Parent can use same email address across companies Authorized Person Code

1Core Product Updates

Product Updates

Learn@Home

Learn@Home - Center Director Portal

How to Setup a Virtual Classroom Learn@Home Setup - Operations Learn@Home : Virtual Classroom for Childcare centers Learn@Home Setup - Categories Learn@Home Setup - Classes Learn@Home Setup - Subscriptions Enrollments : Create, Add and Edit Manage Virtual Classrooms How to view the staff schedule from center director portal Frequently Asked Questions - Center Director Portal How to Setup a Live Meeting Manage Live Meetings How to Download Enrollment and Scheduled Classes List How to Download the Learn@Home Class Report How to Cancel a Scheduled Class How to Send Emails to Participants of a Classroom How to Send Class Reminders to the Participants of a Virtual Classroom

Learn@Home - Families Portal

How to enable Learn@Home for existing family How to view enrolled classes and class schedules on families portal Learn@Home - New Family Registration How to join virtual class sessions through the family portal How to Join a Scheduled Live Meeting

Learn@Home - Staff Portal

Hosting a virtual class Staff Portal - Live Meeting How to view scheduled classes on staff portal

Functions

Batch Postings

Batch Postings by Family / Transaction Type / Classroom

Time & Tracking

Group Sign Out Missing Sign Out 1Core Time Clock User Creation Attendance Kiosk Role

Agency Postings

Agency / 3rd Party /Subsidy Billing & Payment Agency Payment Posting with Automatic Application Agency Payment Automatic Application Rule

Meal and Snack Tracking

Staffing

Staff Hours and Payroll

Add New Staff User ADP Payroll Report for Upload Staff - Record Absence Paid Time Off for Staff Add/Edit - Staff Time Card

Staff Schedule

Staff Schedule Staff Schedule Templates

Staff Certification

Staff Certification How to Set Up Certification Categories and Notifications How to Collect Staff Certifications How to Track Staff Certification Status - Dashboard & Reports

Role Management

Role Setup

Role Management Purpose and Setup

Camp

How To Add a Vendor How to Add Grades to Camp Sessions How to Setup a Camp/Event How to Add a New Session Camp Enroll - Parent Registration Managing the Camp/Event Requests Camp/Event Registration URL Copy Camp Setup Merchandise Copy Camp Session How to Remove a Camp Session for an Enrolled Child Send Batch Email to Camp Families How to Enroll a Child to a Camp Session using the Center Director Portal

Online Forms

Reports

Staff Schedule Report Billing by Attendance Family Information Sheet/ Family Notes Report ID Code by Authorized Person Sign Out (Late pick up) Report ID Code by Child ID Code by Classroom Children Sign In Report by Time and Date Range Failure to Sign Out Child Time Clock Entries Report Child Time Card Report by Subsidy Agencies Weekly Attendance Details Center Attendance Summary Staff Time Sheet Staff Classroom Attendance Report Staff Hours Summary Report Staff Absence Report Staff Birthday Report Staff Missing Signout Report Hourly Staff Actual vs. Budgeted Hours Report Subsidized Children Attendance Reporting For Billing Child Emergency Contact/Authorized Contact Report Name to Face Details Name To Face Summary Name to Face Child Participants Count Child Immunization / Physical Health Exam Report Child Time Card with Absences Child Sunscreen Application Log Classroom / School Directory w Address Sign In/Out Sheet Children Listing by Tags Child Time Card Report Classroom / School Directory w Schedule Children Currently Checked In Enrollment Availability Chart Chargeback Withdrawal Report Rollcall Sheet Weekly RollCall Sheet Online Payment Processing By Status Report Bank Deposits Reconciliation Report Classroom Capacity Planning Report How to Create and Assign a Bus Run for a Child Bus Run Roll Call Sheet Child Care Facility Roster Full Time Equivalency (FTE) Report Enrollment and Financial Projection Details Children Classroom Summary By Days Enrollment and Financial Projection Report Enrollment / Withdrawal Report Difference between "Account Activity Report" /"Total Charge/Credit Summary Report and "Specific Charge/Credit Detail Report"

Class Activities

LESSON PLAN CREATION - 1CORE STAFF PORTAL IMPORTING LESSON PLAN - 1CORE CLASS APP Lesson Plan Feature on 1Core Web Interface Classroom Activity Now Available in 1Core Web Interface CLASSROOM ACTIVITIES - 1CORE WEB PORTAL

Setup

Center and Child

Age Group Setup Child Question Setup Classroom Setup Immunization Setup Meals & Snack Tracking

Billing

Automatic Recurring Billing Rule Setup General Ledger (GL)Suspend Billing Setup Attendance Based Billing Setup Guide

Manage Users

Managing Users

CRM

CRM How to Use the Advanced Search Feature in CRM

CRM - Company Level

CRM - Company Dashboard CRM Setup - Company Dashboard Add New Inquiry at Company Level CRM (Customer Relationship Management)Import Inquiry CRM - Reports Decline Repository

CRM - Center Level

CRM - Import Inquiry CRM Task Add New Inquiry CRM Dashboard CRM - Responding to a New Inquiry CRM - Updating A Scheduled Tour Request CRM Setup Batch Functions - CRM CRM Re-Enrollment Campaign

CRM - Parent Flow

CRM - Tour Parent Flow CRM - Waitlist Flow CRM- Inquiry Parent Flow

1Core Product Updates - FBA

1Core Product Updates - FBA How to Add & Manage Optional Services for a Child How to Track Optional-Service Usage

Product Updates

1CORE - PRODUCT UPDATE FEBRUARY 05 2024 1Core - FBA Product Updates February 2024

CCPN

How to Manage CCPN Details

Functions

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