How do I move a child from the waiting list to the regular roll?
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".
Select "Waiting List" from the "Category" drop down box.
Click "Search"
Select the name of the child you wish to move from the waiting list from the list of children's names.
Select the name of the child you wish to move from the waiting list from the list of children's names.
Click on the Timetable" button.
Click "Add" to enter new timetable details for this child.
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.
Ensure that the correct "Fee Structure" has been selected for this timetable.
If this child is entitled to a fixed value discount, then enter the amount of the discount in the "Discount Amount" field.
If this child is entitled to a percentage discount, then enter the discount percentage amount in the "Discount Percentage" field.
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.
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.
If you wish to clear all the times and start entering them again, click the "Clear Fields" button.
Once you are happy with the times you have entered, click the "Update" button to save this timetable and return to the previous screen.
Click the "Previous" button to return to the child selection screen.
Ensure that the correct child's name is still selected and click the "Modify" button.
Ensure that all of the details for this child are correct.
Ensure that the child's birth date and starting date have been entered.
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.
In the "Attendance" box, change the selection from "Waiting list" to "Regular enrolment".
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.
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 to add a contact click here or modify details for a contact click here.