Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 1.) A session can be added in one-of-two ways: i. After adding/creating a Class, click “Add Session”. ii. Class > Search for Class > Click green “more options” dropdown to the left of the Class ID, & select “Add Session”. (Please Note: If you are unable to search for a new class you created, be sure to adjust the search criteria to show “Both” published/unpublished, with/without sessions, & active/inactive classes; then, click “Search” again.

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 2.) On the Add Care Session – Basic Info screen, enter the Session ID (extension of Class ID; suggest including school year), select the Location from the location lookup icon, & check the “Not Available for Online Registration box if you do not want families to be able to register for the session online (please note: if the box is checked, registrations will be managed in the back office; but, parents will be able to schedule/make payments online after registered). Then, click “Continue”. 3.) On the next screen, configure the recurrence pattern. Enter/select the start & end times (ex: open/close times for your program), & the start & end dates for the session (ex: first & last day of school). Then, click “Add Recurrence”. optional Class ID defaults; add extension

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 4.) The Configure Recurrence box will open (the recurrence is the pattern that the session will occur). Select your Recurrence Criteria (will the class be meeting in a daily, weekly, or monthly pattern?). For example, if the session will be held every weekday, select the Recurrence Criteria for “Daily”, & “Every Week Day”. In the Duration section, the Ending Date will default to the End Date you entered on the previous screen. If necessary, modify the end date; or, select for the session to end after a certain # of recurrences. Then, click “Prepare Recurrence”. 5.) Your recurrence pattern will generate, & the session dates/times/location will now be displayed. Scroll to the bottom of the Configure Recurrence box, & click “OK” to save recurrence pattern & close the Configure Recurrence box.

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 6.) If the account code was added in the Class, it will be defaulted in the session. If the account code field is blank, click the account code lookup icon to select an account code for this session. 7.) In the Configure Enrollment Fee section, select whether an enrollment fee is applicable for the session. If you select “Yes”, select the type from the Fee Type dropdown menu. If you offer a promotion on the enrollment fee, configure the promotion details (start/end date, amounts). Based on the Enrollment Fee Type, your amounts will default based on what was configured in your Care Parameters. If needed, you can modify the amounts displayed.

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 8.) In the Configure Schedule & Fee Type, select whether full-time registration is required; if not, select from the dropdown the minimum # of days required. Next, check the schedule options available for the session (either All Day, AM, PM, or AM & PM), & set the start/end times for the corresponding schedule(s). If there are holidays configured that you need to override (allow schedule availability for), click the link to override holidays. 9.) In the next section, click “Add Payment Option”. The Configure Payment Option box will open. Select whether you wish to show the payment option on the public site, enter a Description for the option, & select the number of payments from the dropdown menu. Enter the due date for each of the payments based on the # you selected. Then, click “Save” Optional if there are holidays you wish to override & allow attendance for

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 10.) Your Payment Option will now be displayed. Click Add/Edit Fees. 11.) In the Fee Configuration for your payment option, enter the fees associated with each billing date for both 1st child & siblings. Then, click “Save”. (Please note: the 5-4-3-2-1 Day fields will be editable based on if full-time registration was required, or the minimum days required selection.)

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 12.) Continue the steps to add additional payment options, if needed. Also, if collecting a deposit at the time of registration, select “Yes”, enter the deposit amount, & whether to apply the deposit to the first or final billing. 13.) If you have your Care Staff input in the system & wish to associate them with a session, click “Select Worker”. In the Select Worker box, click “Select” that corresponds with the correct Care Staff member. Optional

Adding a Preschool/Tuition-Based Care Session (Categories are the second level of your organization’s offerings hierarchy: Program > Category > Class > Session) 14.) Next, configure your Online Registration start/end dates & times. The system defaults the employee & general public dates/times to be the same. If you want to set different dates/times, uncheck the “Same as General Public” box & modify the dates/times as needed. (Please note: these are required fields, & must be configured even if you are not making the session available for online registration.) 15.) Configure your max./min. seat count for each day. Also, input any Session Notes (optional) you wish to display with the session on your public site; or, Back Office Notes to display during back office registrations (optional). Once complete, click “Save & Publish” or “Save”. The session is now complete. Optional if there are holidays you wish to override & allow attendance for