Your Onboarding Specialist will complete the set up, and advise you can log in.

Follow the steps below to customise your service

Set the Foundation 

Welcome to Discover.

This guide will walk you through the essential setup required to get your service ready to operate in Discover.

To keep things simple, tasks are grouped into:

• Mandatory – required for most services before go-live
• Mandatory if you choose to use them– helpful to review early
• Optional – complete later as needed

You do not need to complete every setting in one sitting.

Start Here

To find the simple written instructions, use the CRTL key on your keyboard + F at the same time. Type in the setting you are looking for. (Mac will be CMD+F)
Otherwise, detailed video instructions will be provided via Discover Academy.

Complete First Mandatory

• Log in 
• Review Centre/Service Details
• Update all email addresses in settings
• Review Fees
• Set up Roster Tasks in the Roster Tab(if applicable)
• Calendar Set Up
• Templates: Tax Invoice/Statement Instructions
• Templates: Default Signature

Complete Later Optional

• Waitlist settings
• Tablet settings
• Transition settings
• Custom fields (child/staff)
• Custom phrases
• Surveys
• Website widgets
• Digital enrolment form
• Other Templates

Estimated Time

• Essential setup: 30–60 minutes
• Additional setup: complete over time

TABLE OF CONTENTS

• Accessing Discover
• Complete First Mandatory
• Complete Later Optional
• Accessing Discover
• Centre/Service Details
• Additional Items to Review
• Settings Tabs Overview
• Templates
• Calendar

Accessing Discover

Your Onboarding Specialist has created your initial user account.

To log in for the first time:

1. Go to the Discover Log In page
2. Select Forgot Password
3. Enter your email address and submit
4. Follow the email to create your password
5. Log in using your new credentials

Setting Up Additional Users

To provide access for other staff:

1. Go to Staff Screen
2. Open the staff record
3. Enter an email in System Login Email
4. Select Save

Each staff member will then complete the same Forgot Password process.

The (i) icons will give you extra information about each setting.

These Settings are found in Centre / Service Set Up > Centre Details by scrolling down the page.

1. Centre/Service Details

Mandatory

Navigate to: Centre/Service Setup → Centre/Service Details

Review and confirm:

• Service name
• Email address
• Address and phone number
• Licence information

Important – Email Configuration - Check entire Centre Details page

If not updated, system emails may continue going to the onboarding contact.

Update email addresses in:

• Centre Details
• Xero Integration (if used)
• Email Account Settings (Name / Accounts / Marketing)
• Email Notifications
• Website Widget Enquiries

You may use one shared email or separate addresses.

2. Visual Settings

Mandatory if you choose to use them 

Navigate to: Centre/Service Setup → Under Centre/Service Details

Optional

Upload:

• Service logo
• Tablet background image

3. Roster Settings

Mandatory for centre-based services

Centre/Service Set Up > Roster Settings
Centre / Service Set Up > Roster Tab

Review:

• Roster intervals (recommended: 15 minutes)
• Break settings
• Ratio warnings
• Roster locking
• Notifications
• Roster Tab - This is where you create actions for the Roster & Add in your Roster Codes to match your payroll system.
  

Action: Complete if you use rostering or payroll.

4. Waitlist Settings

Mandatory if you choose to use them 

Controls how families confirm their place on the waitlist

5. Centre Holidays

Mandatory
Controls the amount of absent/holiday discounted days that can be applied to any child
throughout the calendar year. This can be set to pro rata, or total discounted days for Absences and Holidays.

_________________________________________________________________________

6. Tablet Settings

Mandatory if you choose to use them 

Controls tablet functionality.

Action: Skip unless tablets are being used immediately. Covered later.

7. Transition Settings

Mandatory if you choose to use them 

Controls transition screen visibility and display settings.

Action: Complete later if required.

8. Enrolment Settings

Mandatory if wanting Attendance Lock & Health Sections on the Enrolment Form.
Most people leave the rest as default.

9. Invoice Settings

Mandatory - but will be set up when you are ready to begin invoicing families.

No full setup required at this stage. This will be addressed during Invoicing & Parent Payments week.

Action: Familiarise only — detailed setup occurs later.

10. Early & Late Fees

Mandatory if you choose to use them 

Set penalties for early/late attendance.

Action: Complete only if applicable.

Please Note: if set to Automate, you cannot remove an invoice for early or late fees without it returning the next time you run invoices. This is an everyone or manual feature.

11. Bonds

Optional

Used to manage bond payments.

12. Payments & Integrations

Mandatory if you choose to use them 

 (if you use any of the external systems below)

Includes:

• Xero
• WINZ - if you are wanting to use Automatic Receipting of Winz payments
• SMS (Twilio)
• Email configuration

Action: Review only what applies to your service.

13. Website Widgets

Mandatory if you choose to use them 

Controls how your service appears in:

• Enquiry forms
• Enrolment forms
• Parent portal
• Please Note: If this is a Change of Ownership from Discover to Discover, you will need to remove the Current Enquiry/Enrolment Widgets off the Website and replace with your own. Everything you need is found in Set Up Widgets

14. MOE Settings

Optional

Review Options

15. Report Options

Optional

Choose display preferences (e.g. date/time on reports).

Additional Items to Review

Fees

Mandatory Checks

Centre Set Up > Fees

Configured by your Onboarding Specialist.
Review for accuracy.

Charge Adjustments & Discounts

Optional

Centre Set Up > Charge Adjustments / Discounts 

Only required if your service uses them.
Configured by your Onboarding Specialist.
Review for accuracy.

Settings Tabs Overview

After completing Centre/Service Settings, review the tabs across the top.

You do not need to complete all tabs now.

These are found under Centre/Service Settings > Tabs Run Across the Top of the Screen

1. Child Fields

Mandatory if using the digital Enrolment Form
Custom fields for child profiles and enrolment forms.

Permission - True or False answers - Default to Child Profile, Digital and Paper Enrolment Forms

2. Categories

Optional
Used for grouping and reporting.
Create Category, Assign to Child Profile, Run Reports using the Category Fields

3. Staff Fields

Optional
Additional staff information fields.
Allow you to capture Custom Information about your Staff/Teachers/Educator.

4. Custom Phrases

Optional
Customise wording across the system.

5. Rooms

Mandatory Centre-based only

Review room setup and capacity.

6. Ratios

Optional
Set custom staff-to-child ratios if required.

7. Rosters

Mandatory if using payroll / rosters
Add payroll codes and roster settings.

8. Licences

Mandatory
Review for accuracy. Inform your Onboarding Specialist if anything requires changing.
Do not Change Licence Start date to future date.

9. Transition Screen

Optional

Allows you to customise the Transition Screen Options if you choose

10. Dashboard

Optional

Customise what your Discover users see. This will apply to all users.

11. Surveys

Optional

Templates

Set Up What You Need First

Mandatory

Go to: Centre Setup → Templates

Edit by:

1. Selecting the Template
2. Making changes
3. Saving

Prioritise These

• Default Email Signature
• Tax Statement / Invoice Instructions

You do not need to configure all templates immediately.

Calendar

Mandatory

Go to: Centre/Service → Calendar

Use to track:

• Holidays
• Child movements
• Staff events
• Key dates

Action: Enter all your Statutory Holidays and Closure Dates

See here for further instructions

Digital Enrolment Form

Mandatory if using the Digital Enrolment Form

Customisable via Templates and Child Fields.

Includes:

• Policies
• Declarations
• Fee information
• Upload requirements

Widgets can be used to:

• Share a direct enrolment link
• Embed the form on your website

Action: Complete later if using online enrolment.

Milestone 1 Complete

Once the following are done, your foundation is in place:

• User access set up
• Centre/Service details confirmed
• Email settings updated
• Licence reviewed
• Fees reviewed
• Rosters configured (if applicable)
• MOE settings reviewed

You can now continue onboarding or return to optional settings as needed.