Once you have completed the Service/Centre Settings, it’s time to customise your Discover Screens using the tabs across the top 

Below is a quick overview of the key tabs and their purposes, so you can tailor Discover to suit your service needs. 

Tab 1. Child Fields (Optional)

Create custom fields that appear on Child Profiles — and optionally on the Digital Enrolment Form — so parents can fill in specific information during enrolment.

• Field types: Text, Date, Checkbox, Dropdown

• Two types:

  • Permission fields (True/False) appear on enrolment forms.

  • General fields allow more input types but don’t show on enrolment forms.

  • To add: Click Create New, fill in the details, decide if the field is required, then save.

Tab 2. Categories (Optional)

Use categories to organise children in your reports and records. Customise as needed directly within the tab.

Tab 3. Staff Fields (Optional)

Add custom staff fields to capture any additional information your centre requires for your team members.

Tab 4. Custom Phrases (Optional)

Change default messages throughout Discover, such as what shows on the tablet when parents sign in their children, to personalise your centre’s communication.

Tab 5. Rooms (Centrebased Only)

Rooms are pre-set by your Onboarding Specialist, but you can edit or add rooms under this tab — including capacity and age range.

Courses & Session Tabs are not required

Tab 6. Ratios (Optional)

Set up your staff-to-child ratios here, especially if your centre operates below Ministry guidelines. This helps with accurate roster and funding calculations.

Tab 7: Rosters (Mandatory for Centrebased if using Payroll)

Set up your payroll codes here, by clicking in the roster function, and add in your codes to match your payroll system

Tab 8. Licenses (Mandatory)

Your Onboarding Specialist sets this up, but you can review and update licence details here. Licence info links to Ministry of Education funding and compliance.

Tab 9. Transition Screen Settings (OPTIONAL) 

You can customise the Transition's Screen here. Click on the Level and it will open. Change the Level, Definition & Colours here

Tab 10. Dashboard Settings (OPTIONAL) 

You can choose what you would like to display on your dashboard here

Tab 11. Surveys (OPTIONAL) 

If you would like to send an automated survey, 4 weeks after a child starts at your service or 4 weeks after a child leaves. You can do this here. See Instructions inside this tab for details.

Miscellaneous Items

• Fees (Mandatory): Your Onboarding Specialist will configure your fees. Review and verify to ensure accuracy.
• Charge Adjustments: Customise fee adjustments; see detailed instructions inside the tab.
• Discount Types: Manage discounts applicable to enrolments; instructions provided.
• Templates: Set up email and communication templates for your service.
• Child & Centre Forms: Manage forms used across your centre and enrolment processes.

Once your tabs are set up and reviewed, you’re ready to move on to Setting Up Your Templates — the next key step in tailoring Discover for your centre!