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

Follow the steps below to customise your service

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

To keep things simple, this page will have the settings you need from day one. If you would like to go through all your settings now:
Centre Settings & Set Up

Accessing Discover

1. Centre/Service Details
Important – Email Configuration - Check entire Centre Details page

2. Visual Settings

3. Roster Settings

4. Centre / Service Set Up > Roster Tab

5. Set Up your Centre Calendar

6. Templates

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.

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

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

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

(scroll down to Upload a Logo)

Optional

Upload:

• Service logo

3. Roster Settings

Centre/Service Details> Scroll down to Roster Settings

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.

Centre / Service Set Up > Roster Tab

Customise your Roster Tasks and Payroll Codes

4. Set Up your Centre Calendar

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

5. 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.

Digital Enrolment Form

Your Onboarding Specialist will set this up during Onboarding if required

Customisable via Templates and Child Fields.

Includes:

• Policies
• Declarations
• Fee information
• Upload requirements

Customise your Enrolment Form Guide here

Widgets can be used to:

• Share a direct enrolment link
• Embed the form on your website
• In your Discover Centre Go to Centre Settings > Set Up Widgets
  Everything you need to put the Enrolment Form on your Website is here.
  Enrol in this Centre link 
  (Keep an eye out for Enrol in this Centre V4 coming soon!)

If you have had a data Migration, it is best practice to check your data prior to going live.
Please see here for further information.

Milestone 2 Complete

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

• User access set up
• Centre/Service details confirmed
• Email settings updated
• Rosters configured 
• MOE settings reviewed

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