Adding, modifying, or copying a daycare program

Daycare programs typically consist of multiple sessions that customers can register in. For example: A daycare program may have both before and after school components. Clients can register in the before portion, the after portion or both for a reduced rate. In this case you would set up 2 sessions (before and after) and 1 program.

For complete descriptions of the options in a section, click the section name below.

1. Go to Administration > Daycare Settings > Programs.

2. Choose one of the following:

• Create a new daycare program.

  • Click Add New.

• Modify existing program details.

  1. Search for and select the daycare program that you want to modify.

  2. Click Change Program Details.

• Copy an existing program.

  1. Search for and select the daycare program that you want to modify.

  2. Click Copy Program.

3. In the General Information section, enter the program Name, program Type, program Number, Status, and/or any other necessary information.

4. In the Financial Information section, choose one or more of the following, if applicable:

• In the Deferred Revenue Settings subsection, select whether or not you want to override the default deferred revenue options for programs.

• In the Tax Receipt subsection, if the Tax Eligible check box is selected, payments made for the specified activity/membership package/Flexi Registration program are included in the Tax Receipt report..

• In the Third Party Billing subsection, specify whether you want enrollments in this program to be eligible for third party billing payments.

• In the Automatic Payment Plans subsection, select the Default Payment Cycle for the program.

5. In the Roll Over Information section, specify whether customers in this program will be automatically re-enrolled in new program sessions after the current session expires.

6. In the Sessions Included in this Program section, select the sessions that are available for this program to use.

7. In the Participant Information section, specify who is eligible to register for the program and when registration will begin.

8. In the Options section, select any options that apply to the program.

9. In the Text section, enter:

• User Notes, which are displayed to staff users in the AUI when enrolling a consumer in a FlexReg program.

• Online Notes, which are displayed to consumers in the CUI when enrolling in a FlexReg program.

• Receipt Notes, which are displayed in FlexReg program enrollment receipts.

10. In the Custom Question section, select the custom question groups and custom questions that you want to attach to this program, if applicable.

11. In the Skills section, select any skills that you want to attach to the program, if applicable.

12. In the Active.com Search Channels section, select the Active.com search channels to categorize the program for easier searching at Active.com.

13. Click Save.

Related topics

Adding or modifying a daycare session

Adding or modifying a daycare program type

Adding or modifying a daycare program charge

Return to Daycare Programs