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What'southward new to support you lot this month?

Acme Tip

In this calendar month's Support Top Tip we're sharing how to install Connect Childcare on a new PC or Laptop. If you're having trouble accessing your database click here for more information.

Book your Q&A session

Calling all practitioners and plant nursery managers who recently got Connected, oasis't used Connect Childcare before, and current Connectors who desire to learn more! Allow u.s. connect you with our software training and development coordinator, Charlotte Forest!

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We really value your feedback. Complete this brusque survey to tell u.s.a. what you call up about our Products & Services. Every response goes into a monthly prize draw for a FREE Bespoke Connect Preparation Bundle worth £199!

Connect Q&As - Complimentary every fortnight!

Nosotros agree fortnightly training sessions for all our customers. Whatever you're stuck on – Charlotte can assist. Nosotros have ready a virtual training room, giving you the ability to join from your figurer, tablet or smartphone.

Run across dates and topics for the adjacent sessions and book hither.

Join the Connect Community

Here you can interact with the wonderful community of Connect Childcare users to ask questions, post ideas, get useful advice and by and large share the joy of childcare with a like-minded grouping. You'll also keep up to speed with latest updates, tips, and insights directly from the Connect Childcare team.

How to Guides
To Help Y'all Get To Grips With The Connect Childcare Arrangement

Browse through our How to Guides to assistance yous go started with Connect Childcare & iConnect and go the nearly from your software.

More videos and in depth preparation can be establish on the Helpdesk

If yous don't already have access to the Helpdesk email us now

Connect Childcare

How to Guides

Click on Children and select the kid's name.

Once you accept added the contract for the child, you then need to fix upward the room movements. This ensures that the system knows which room the child volition be in now and in the future and also what rate to bill them at. When allocating the room movements by age, the arrangement volition motility the children based on their appointment of birth and the age bands set up in the site details.

To set up upwards the child'southward room movements, select the Contracts tab in the child's tape, then click on the Rooms push button from the superlative right-hand side. This is where you will allocate the child to a specific room or additional site for bookings across multiple sites. Press Allocate by Age for the organisation to move the child based on their historic period and birthdays.

Setting upwardly the room allocations will likewise tell the system which sessions to offer, and then if your babies can't have a breakfast club session, the system won't display information technology in the booking panel.

Once you are happy with the room movements, select Confirm . This volition take y'all back to the Contracts screen.

Adding Room Movements Manually

If you lot wish to manually assign the rooms, double click the room name in the Room Movements window, select each room in turn and blazon in the dates you expect the child to be in each room. You tin can change these subsequently if necessary.

Once y'all are happy with the dates selected, select Confirm . The room selected will now exist displayed as a green bar in the Room Movements window.

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Click on Children and select the kid, then select the Contracts tab. The child will demand to have a contract added to their record. If the kid does not have a valid contract, then yous will non be able to create bills for the child. To add a contract, please select the Add together Contract button at the bottom of the screen, remembering to allocate the child to a room.

Once you lot have allocated the rooms for the child you lot tin can add the recurring booking design for them. To practise this, select the Add Bookings button from the top of the screen. This volition bring up a blank booking console.

To add together a new booking, y'all will need to select a session from the Add Bookings button. The sessions bachelor will be determined by which sites and rooms the child is allocated to in the room movement window prepare previously.

To book the session in simply select the solar day in-line with the session and click on the days attending (one click will book the child in, two clicks will add them to the waiting list). Once a session has been selected, click on Done.

Click Apply

Changing a Booking Design

If a change in circumstances ways that a kid requires a change in their regular booking pattern.  All yous demand to do is get into the kid'due south tape from Children , search for the child and view the child details. Select the Contracts tab, yous will see all historical and future planned regular bookings.

Please change the stop date for the existing booking pattern before you add a new blueprint. You tin can do this by clicking on Edit at the bottom correct of the console, so selecting an end date, then click on Done.

To starting time a subsequent booking pattern, select Add Bookings , the end date of the previous booking pattern will determine the start engagement of the new booking design. Then all y'all need to do is to add the new recurring blueprint.

The organisation will bank check that no booking patterns take overlapping dates as this means they will appear twice on registers and be billed twice.

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To add additional sessions for a kid on an ad hoc basis y'all would use the Specific Days or One Off Bookings screen. This can also exist used when changing a child's booking equally a ane off.

Select the days that crave the additional bookings inside the Specific Days calendar. If you lot wish to add bookings for a whole month, yous can select all days in a month by clicking on the name of the Month at the left-hand side.  Once the required days are selected, select the Add Bookings button from the bottom right-hand side of the window. This will open up up the Set Specific Day Attendances window as displayed:

To add a new session, select the relevant contract from the Site drib-downward carte du jour, and then select the required session grouping / room from the Session Group drib-down card.  A listing of available sessions for the specified site and group will now exist displayed in the sessions grid.

There are three billing options available to y'all when adding an additional session. These are available in the Billing Session Extra Options surface area at the bottom of the window. The iii options are: System Derived (set up as default), Bill equally Normal Session and Bill every bit Extra .

If you have left the tick box to System Derived , the system volition flag this session as extra if the menses is already billed and this session has missed the pecker run.  If you have not billed this period, the system will neb a system derived session in with the usual sessions.

Once the correct session and relevant billing options have been selected, select Add to create the booking.

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Click Children and and so select your child

From the Extras tab inside Billing in the child record, you can add together either a one off extra or a recurring extra.  To add together a new extra select the Add New push button from the correct hand side of the screen. This will open up a Client Extras Entry window. Within this window volition be a list of all extras fix for the current child's billing site and should look like to this:

To add an actress for this child, select the extra required from the list, enter the extras start date and extras end date (if this is a i off extra, set the end date to the aforementioned as the start).  One time you have entered the correct dates you volition need to select the frequency for the extra

• I off extra
• Per session
• Per week
• Per month
• Per quarter
• Per year
• Per attending day
• Per week attending day (extra will be charged per week equally long every bit the kid is on on the day of week selected)

Then, if required, change the quantity of the actress.  Once y'all are happy with the details specified, select Confirm . Once the extra has been confirmed, information technology will now be listed within the Extras tab on the child record.

Booking extras 'per session' may require a system billing flag to be altered within Configuration and Information Items . By default, per session means if a kid was in for a full day, information technology would exist one extra booked, the flag means if y'all have your arrangement split into time slots, per session means time slot.

View the total assistance desk article

Select Children and click on your child

On the kid's record yous'll come across diverse tabs. Select Health / Doctor, Dietary Needs, Permissions / Other and Medicines .

These screens are where you will answer any registration questions that were fix within Configuration and Data Items . To answer questions either select Yes , No or Not Known and blazon whatsoever notes required in the notes section of the question. The notes field can be used to log the severity of reactions to certain things and will filter through to the relevant reports.

Inside the Health/Medico tab yous will record the doc'southward details for the child i.eastward. Name, address, telephone etc. You can also log the date these details were last checked, once more, these details can be reported on later on, to ensure all of import information is kept up to date.

Yous tin can add additional tabs along the child's record for any purpose, for example, a Family unit Profile tab might include the number of siblings, if the parents are teenage parents, if the parents have only gone dorsum to piece of work etc.

View the total help desk article

Click on Sites

Select your sites and click Check Availability

Type in the appointment period yous wish to look at, select the room if you wish to look at a particular room, and then click on Search .

Yous also take the option to include children that take been marked off in the room totals by ticking Include Marked As Off.

All columns are colour coded, the colour greenish signifies in that location is space, bister signifies you are at capacity, and red shows you are overbooked.

If y'all click on the Week Commencing date, the system volition bring up the register screen which will allow yous to see exactly which children you have booked in during that week, this would permit you to programme for future occupancy levels i.e. John Smith is in the baby room, he is walking at 9 months, he could exist moved upward into the toddlers room, making a space for another child in the baby room.

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Click on Main and and then select Change my Password

Enter your new password information and click Change

Select Register

If you take more than 1 site you lot can choose the site yous wish to run a register for

Next, you take the choice to run the register for just ane room (Please annotation when the registers are printed they will exist separated by room)

And then the appointment section please select the Sunday earlier the week you wish to view.

Next click search, this will at present run your annals for y'all on screen.

The colour coding matrix volition let y'all know the condition of the child on the annals

Printing Registers

To print a annals off just click on the register drop-down at the lesser of the screen and select the style you require.

Y'all will be shown a print preview earlier actually printing off your annals.

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The Today screen is the get-go affair you'll see on iConnect.

Hither you lot'll run into data on your fundamental children besides as upcoming events and any staff or parent requests.

You'll be able to see the site and room you're assigned to and how many children are booked in today.

Click on Due In to take yous to today'due south register

Click on your name to take you to your Profile

Click on Last Observation to come across when your key children were last observed in each area of learning

Click on the iConnect logo to come back to the today screen at any time.

You can set a iv digit security pin to use when switching users on iConnect

Click on your proper name to view your Profile

Select Change Pin

Enter a 4 digit pivot and Save Changes

Select Register

Click Check In to see a list of all children due in today

Select the kid and click Mark off

Enter the reason for absence and select a mark off category if required

The child will now show in the Off section of your register

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You can change your personal details and preferences in your Contour by clicking on your name in the superlative right hand corner.

You can add or alter your profile picture and view your shifts for the day.

If you're using a shared device you lot tin switch users and log out from here too.

Click a field to update the information and click Save Changes

One time updated, an approving request will automatically be sent to a Managing director or Ambassador.

View the full assistance desk-bound article

Accounts volition exist locked subsequently 3 incorrect password attempts.

If this happens yous can reset your password past clicking Forgot Password – or information technology tin be reset by a Nursery Manager.

Y'all'll receive an e-mail to reset your password.

Create a new countersign that contains 6 characters and 1 number and fill out a cloak-and-dagger question and answer.

If you have non already set up a secret question, or if y'all have forgotten the answer yous will then need to contact a managing director at the nursery who will be able to transport you a countersign reset email.

Your Nursery Manager volition demand to go to

• Settings

• Manage contacts and Staff
• click Staff
• Enter the staff member's proper noun
• click Filter results

Click on the arrow on the Registered button, then select Reset countersign to transport a password reset email.

View the full article on the Aid Desk

To bank check a child in, select Annals

Click Bank check In and you lot'll exist shown all of the children due in today.

Select the checkbox next to the child, modify the cheque in time if needed so Check In

• From here you can also marker a kid off and select the reason

You lot can obtain a signature from the parent on cheque in. Simply slick Sign and the parent can sign directly on your touch screen.

Follow the same process to check a child out

Select Register

Click Check Out to run into a list of all children that have been checked in, alongside their leaving times.

Select the checkbox next to the child, change the check in time if needed and then Cheque Out

Again, you tin obtain a parent signature past clicking Sign

If you check a child in or out by error you can click Disengage

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Select Staff Register

(if this pick isn't available – call our support team on 01282 507 945 who will be happy to switch it on for you)

From here you can view the staff due in today with their expected shift times.

Select the Staff Member

Change the time if needed and click Bank check In

You tin select staff individually or click Select All

You can obtain a signature from staff checking in or out by clicking Sign

Use the same procedure to check staff out when leaving

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Select Settings

Click Manage Contacts & Staff

Select the Contact or Pecker Payer that you'd like to invite to ParentZone

• The contact will need a valid email address to receive the invitation

Click on Unregistered and then select Register

This will trigger an email invitation to be sent out and the button will modify to Pending

One time a parent has activated their business relationship they will bear witness as Registered

Y'all can use this same process to unregister parents when required,  this will prevent them from logging into ParentZone.

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Additional Training

The perfect opportunity to brush upwardly on your knowledge of your Connect system. These two- hour remote training sessions allow you 1:1 time with our trainers, and the opportunity to larn from the comfort of your own desk-bound!

Cull from ane of the sessions beneath for £160 + VAT or 'pick & mix' your own session to focus on exactly what's important to y'all for £199 + VAT

Y'all'll receive Connect Certification for every training course completed.

Grants & Finance

2 HOURS

Learn Best Practise for using:

• Finance
• Grants
• Financial Reports
• The Today Screen

£160 + VAT

iConnect & ParentZone

2 HOURS

Learn Best Practice for using:

• Contour
• Calculation Events
• Drafts
• Registers
• Reports
• Planning
• ParentZone

£160 + VAT

Solar day to Day Tasks

2 HOURS

Larn Best Practise for using:

• Occupancy Management
• Managing Bookings
• Booking Extras
• Register Management

£160 + VAT

Choice & Mix

two HOURS

Create your own training then nosotros can focus on exactly what you need.

Yous'll be given a list of items to cull from to create your own bespoke grooming session.

£199 + VAT

See Our Amazing Support Team

Downloadable Resources

Security

Observe additional information about our safeguarding and security processes.

Connect Childcare

Find out about specific Connect Childcare features and add on products and services

iConnect

Observe out about our tablet & hardware guidelines and iConnect reports

ParentZone

Find additional information about ParentZone including security guidance and FAQs

General Docs

Find out our implementation process, FAQs and company information

Head to the Helpdesk

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Source: https://connectchildcare.com/help/

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