GETTING STARTED GUIDE: How do I manage my preschool programs?

Posted on: 3/25/2016 2:52:41 PM
Replied by : support@icaresoftware.com

Click here or below link to see the help video showing the overview of iCare for your center,

www.youtube.com/iCare/iCareoverview

Pre-school programs can be managed with ease in iCare.

  • Create programs/classes, set default bills, and enroll children.
  • Bill children automatically by setting up the automated billing process from the Settings page. Bill manually using the Preview Bill feature on Billing Grid.

NOTE: If you use special rate-chart based billing, contact our support team at support@icaresoftware.com to provide us with more details to help you set up the rate-charts.

Program Management

  1. To create a program, navigate to the Programs/Classes (P/C) page and click the Add New button. Fill in all details and click Save to finish.

  1. To add staff and enroll children in a program, navigate to the P/C details page and add staff/children using the ‘+’ icon from the Staff and Children widget boxes.

 

Billing Setup

Click here to see the help video on billing automation and preview bills feature in iCare.

  1. To set up the billing days for fixed bills, navigate to Step-6 of the Settings page and choose the days to post bills under iCare Billing Rules

  1. To set up automatic day-ending billing, turn On the Automatic Billing flag under Dayending Setup from Step-6 >> Settings page.

  1. To bill manually, navigate to the Billing Grid, select the bills and click the Preview Bill button to preview and post them. 

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