Milestone 3. Discover Onboarding - Training

Your Guide to Managing Your Service in Discover

Start your training in Discover Academy to learn how to manage your service.

Training Modules

Work through the following modules in order:

Set Up your Centre/Service:

• Introduction to Discover and how to navigate the platform.
  • Discover Overview
  • Understand how Discover is structured and how the key areas connect.
  • Completing Your Setup Tasks
  • Learn how to action outstanding setup items and finalise your service configuration.
  • Follow a clear checklist to ensure all required setup tasks are complete.

Managing Your Service

Find the entire Learning Path here

Staff & Teacher Profiles - How to add, update, and manage staff records.

Create a new Staff Profile

Set up Pay Parity

Set up Staff Xero (Optional)

Rosters - Set up and manage staff rosters, including key settings and workflows.

Roster Set Up

Create a Roster

Family & Child Profiles - How to add and manage families, enrolments, and child information.

Create a New Child Profile

Create Enrolments 

Further Child Profile Information

Printing Enrolment Forms & Attestations

Attendance

Recording Attendance

Paper Sign in and Out Sheets - Reports > Children > Daily Sign in

Digital Sign in via the Discover App

Digital Sign in via the Home App

Parent Verification of Attendance

Invoices & Parent Payments

Learn how to:

Invoicing Master Billing Guide

• Process parent payments
• Run invoices
• Manage billing within Discover
• Set Up Xero (Optional)
   

Note: This will be covered in more detail when you are ready to begin processing payments and invoices.

If you have had a migration your child profiles will already be in Discover. If there is data missing this will need to be added by the service. Depending on the original software, depends on the quality and quantity of data that can be imported to Discover.

Different license types have a similar process for Add Child Records. The main difference being Centerbased - Children are enrolled / booked in a room, and Homebased - Children are enrolled / booked into an Educator.