There are some key steps to complete to ensure your onboarding is as smooth as possible. This process is for a Brand New License that does not require any migration of data. We will set you up from scratch, with everything you need.
In your Welcome Call, your Onboarding Specialist will book in your Onboarding Sessions in advance so you can get the software set up for your New License.
We will customise your Onboarding Journey, to best suit your Timeline.
Your Onboarding Specialist will be there to guide you, every step of the way.
Milestone 1: Set Up your New License for Success
- Attend your Welcome Call with your Onboarding Specialist
- Return the Information required - A Copy of your License, Return the Centre/Service Set Up, Fees, & Holiday Policy
- If you would like to use the Digital Enrolment Form in Discover, please send through a copy of your existing Enrolment Form and we can set this up for you.
- Attend your Discover Navigation & Settings Overview Call
Milestone 2: Mastering Profiles Part 1 & 2
- Attend your Discover Mastering Profiles Part 1 Session with your Onboarding Specialist
- Your Onboarding Specialist will step you through how to set up your Staff/Teacher/Educator Profiles.
- Attend your Discover Mastering Profiles Part 2 Session
Milestone 3: Get ready to Go Live
- Attend your Family Experience Onboarding Session
- Decide how your families will be signing their children in and out of the service
- Set Up your preferred way of families signing in and out of the service
- Attend your Rosters Session (Centrebased ONLY)
- Your Onboarding Specialist will connect your Service to the Ministry
- Begin using Discover for your day to day Operations
- Use the Discover sign in and out method you have chosen
- To enter/change Attendances & Bookings see here
- Attend your Go Live Session Q&A
Milestone 5: Parent Payments & Running Invoices
- Attend your Parent Payments & Invoicing Onboarding Session
- Applying parent payments via your chosen method
- Running your Invoicing
Milestone 6: Transition to Ongoing Support
- Ask any questions you have about any of the processes or new queries that have come up since going live in Discover.
- Then you will be handed over to our wonderful support team!
Congratulations on successfully Onboarding your Brand New License!
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