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Question: How do I move a child from the waiting list to the regular roll?
Answer:
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From the home menu, click the
"Children" icon, or from anywhere in the system, click the blue piece of
puzzle at the top left of the screen that is labeled "Child". |
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Select "Waiting List" from the "Category"
drop down box. |
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Click "Search" |
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Select the name of the child you wish to
move from the waiting list from the list of children's names. |
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Click on the Timetable" button. |
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Click "Add" to enter new timetable details
for this child. |
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Enter the date on which you wish this
timetable to be effective (the date the child is starting). You can
enter dates as far in advance as you like. |
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Ensure that the correct "Fee Structure" has
been selected for this timetable. |
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If this child is entitled to a fixed value
discount, then enter the amount of the discount in the "Discount Amount"
field. |
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If this child is entitled to a percentage
discount, then enter the discount percentage amount in the "Discount
Percentage" field. |
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Enter the times that this child will attend
your centre on each day of the week. Enter the attendance times for this
child in the top set of "From and to" times. Only use the bottom set of
times if this child is attending two separate sessions on the same day
with a break in between. If you have pre-defined session times, you will
be able to select the session name from the "Session" drop down box for
each day of the week. |

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If the child attends every day of the week
at the same time, enter the times for Monday and then click the "As for
Monday" button to copy the times to every other day of the week. |
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If you wish to clear all the times and
start entering them again, click the "Clear Fields" button. |
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Once you are happy with the times you have
entered, click the "Update" button to save this timetable and return to
the previous screen. |
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Click the "Previous" button to return to
the child selection screen. |
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Ensure that the correct child's name is
still selected and click the "Modify" button. |
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Ensure that all of the details for this
child are correct. |
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Ensure that the child's birth date and
starting date have been entered. |
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Remember that whoever you select as being
responsible for the bill "Invoice who", needs to be defined as one of
the contacts for this child. |
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In the "Attendance" box, change the
selection from "Waiting list" to "Regular enrolment". |

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Once you have entered all of the details
for this child, you can save these details and continue to enter the
contact details for the child by clicking on the "Contacts" button, or
you can click the "Update" button to save the details and return to the
child selection screen. |
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If you click the "Contacts" button, you
will now be able to add a new contact for this child by clicking the
"Add" button or if this child has a sibling at your centre, you can
select the siblings name from the drop down list and click "Same As" to
give the new child the same contacts as it's sibling. To view details on
how add or modify details for a contact click this link. |
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