Welcome to Discover! This guide will help you check and customize your service settings in Discover to get you up and running smoothly.
Centre vs Service
Depending on your license type, Discover uses Centre or Service interchangeably.
Whether you’re centre-based, home-based, or other licensed types, your onboarding specialist will have imported your details accordingly.
This guide covers all key settings — some are mandatory, others are optional depending on your setup.
Step 1: Check Your Centre/Service Details
Login to Discover and go to Centre/Service Set Up > Centre/Service Details.
Review all information
Centre name, email (make sure your new Centre email is set here),
Address, phone number, licence info, etc.
Hover over the info icons (i) for helpful tips on each field.
Step 2: Customise Optional Visuals
Background Image: Upload an image that appears on the tablet during digital sign-in.
Centre/Service Logo: Upload your logo to show on tablets and Discover areas.
Profile Info: Add any extra information you want here (not synced externally).
Step 3: Roster Settings (Mandatory for Centre-based services)
Roster Granularity: Choose 15-minute increments (recommended for accuracy).
Lunch & Break Intervals: Set default durations.
ECE 50% Ratio Warning: Enable ratio alerts on the roster.
Roster Locking Grace Period: Choose how many days before roster locking.
Automated Roster Emails: Option to send shift notifications to staff.
Include Confirmation URL: Staff can confirm/modify hours via a link.
Shared Capacity: Enable spare capacity sharing for under-2s.
Stop Updates Last Task Only: Controls task stop behavior on tablets.
Step 4: Waitlist Settings (Optional)
Customize how often parents receive waitlist confirmation emails.
Parents can confirm if they want to remain on waitlist or be removed.
Removed children change status but remain in enquiry stats.
Step 5: Tablet Settings (Optional)
Select which tablet features you want enabled.
(More on this in Milestone 3: Family Experience.)
Step 6: Transition Settings (Optional)
Enable or disable the transition screen and related fields.
Set default months of data to display.
Option to show child profile images on transition screen.
Step 7: Enrolment Settings (Optional)
Mostly defaults but can be customized.
Hover over info icons for details.
Step 8: Invoice Settings
Familiarise yourself here; detailed setup happens later in Milestone 5.
Step 9: Early & Late Fee Settings (Optional)
Enable penalty fees for early/late sign-in/out
This menu appears only after settings are entered.
Step 10: Bonds (Optional)
Manage bonds withheld and returned when a child leaves.
Step 11: Payments & Integrations
Xero Integration: Connect to Xero for payments (optional).
WINZ Settings: Record entitlements (not actual payments).
SMS Settings: Setup SMS via Twilio (optional).
Email Accounts: Customize emails for general, accounts, marketing.
Email Notifications: Set auto-notifications as needed.
Step 12: Website Widgets (Optional)
Customise how your centre name appears on enquiry, enrolment, and parent portal widgets.
Step 13: Ministry of Education (MOE) Settings
Link your MOE licence and census info.
Info icons explain details.
Step 14: Report Options
Choose if date/time prints on reports for clarity.
See here to set up:
Once you have completed your Settings, you can now move onto Setting up your Service/Centre Tabs
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