How to Add or Update Program

Adding a New Program

• From the dashboard, click CRM and select Send Enrollment Offer.
• Add the parents’ and child’s information, including name, contact details, and date of birth. Click Next to continue.
• Select the program’s start date. The system automatically selects the age group based on the child’s birth date.
• Choose the preferred program, review the weekly schedule, and assign the classroom.
• Set the billing cycle and verify tuition and other charges. If a subsidized agency is involved, select Yes.
• Review the program details and click Confirm and Send to send the enrollment offer to the family.
• Once enrolled, view the child’s program from the Children List page.

Updating a Child’s Program

• From the dashboard, select Children.
• Find the child’s record and click the menu under Action.
• Select Program and Billing, then click the Edit icon.
• Update the start date, classroom, or weekly schedule as needed.
• Click Save to apply the changes.

Adding More Than One Program To a Child

• From the Program and Billing page, click Add Program.
• Select the start date for the new program. If your center allows only one active program for a child at a time, end the current one first to add a new program.
• Enter the program details, assign the child to a classroom, and choose the payment method and billing cycle.
• Review the program information and click Confirm and Submit.
• If your center allows multiple programs to be offered to a child at the same time, you can confirm the program addition when prompted and add the new program to the child.

Managing Programs

• Select Program History to view all past and current programs.
• Check details such as start and end dates, status, and last modification date.
• To delete a program, click the Delete icon and confirm the action.