When entering a Child Care Contract as an Administrative user, the following checklist will ensure all the required information is in the system to successfully create the contract:
- Make sure the family including at least one parent/guardian and one child is in the system (Contacts > People). Use the Add Relationship option to create the required relationships.
Adding a Person (Child Care Account Owner/parent/guardian)
Adding the Child/children as Relationships
Editing relationships (if needed)
- Make sure a Child Care Account exists for the parent (Child Care > Accounts) and that any children who need contracts are listed on the account. Note: If the student names are not checked when the Child Care Account is created, staff will not see them as available to create a contract for. Modify the account and enable the correct check boxes on the left for each student that requires a contract then Save.
Create a Child Care Account from the Administrative side
- From the Child Care Account show page, select the Add Contract button and complete the desired information to add a new contract for each child.
Note: An automatic email is not sent when a contract is added by an Administrative user. Use the Email Contract Confirmation button on the Contract Show Page to have the system send an email confirmation for the contract.
Enter a Contract for each Child requiring care
- From the Child Care Account show page, use the Registration button to charge and collect any Registration Fee and/or Prepayment (deposits)
Note: A receipt is automatically sent to the payer via email if the Payer's email address is listed in the system.