The system allows for multiple Owners on a single Child Care Account. When more than one owner is attached to a Child Care Account, each owner uses their unique email address and password to log in. Each owner would not have access to other owner's payment methods. All account owners do see all invoices, contract/schedules, payments and credits on the account when logged in. Owners also may print the annual tax statements. Payments on the tax statements are categorized by payer.
If an additional party only needs access to make a payment to a Child Care Account and not any other features like making a schedule change, etc, the Quick Pay option can be used. Quick Pay on the Public side of the system allows for others to make a payment to a Child Care Account without accessing other account details. Click here for Quick Pay details.
Multiple Auto-pays may also be attached to a single Child Care Account. Each payer would be assigned a percentage when the autopay is set up. Split autopay must be set up by an Administrative user. Click here for directions on setting up multiple/split autopay.
Note: Each owner must first exist in the Administrative side of system under Contacts > People in order to be added as an owner on the Child Care Account. Additional owners can only be added from by an Administrative user.
Adding Additional Owners to a Child Care Account
- Select Child Care.
- Select Accounts.
- Search for and select the Account to add an Owner.
- Select Modify Account.
- Select Add Another Owner.
- Begin typing the additional Owner's name.
- Select the correct Owner name when displayed.
- Scroll to the bottom of the screen and select Save.
Below is an example of what is displayed on the Public side for each Child Care Account Owner. When an owner selects the Make a Payment button, they must enter or use their own payment method.
