Discover Onboarding - Milestone 1 Quick Start Guide

Welcome to Discover.

You’re just a few steps away from having your service set up and ready to go.
Before you start using the system, complete these quick steps to ensure your service is ready to operate. Most centres complete this setup in under 10 minutes.

Access Your Account

1. Go to the Discover Login page.
2. Select 'Forgot Password'.
3. Enter your email address.
4. Check your email and create your password.
5. Return to the login page and sign in.

 Your Onboarding Specialist has already created your first user account.

Check Your Centre Details

Navigate to: Centre/Service Setup → Centre Details

Review the following information:

• Centre Name
• Address
• Phone Number
• Centre Email

Important: Update the email fields so Discover communications are sent to the correct address.

Update the following if required:

• Centre Email
• Xero Results Email
• Accounts Email
• Marketing Email
• Child Leaving Notification Email
• Website Enquiry Email

Upload Your Logo (Optional but Recommended)

Navigate to: Centre/Service Setup → Centre Details

Upload:

• Centre Logo
• Tablet Background Image

These will appear on parent communications, tablets, and within Discover screens.

Review Your Licence Details

Navigate to: Centre/Settings Setup → Licences

Confirm:

Licence Days

Licence Capacity

Licence Times

This information connects to government funding and compliance reporting.

Service Bank Details 

Navigate to: Centre/Settings Setup → Template

Search for Tax Invoice Email
Tax Statement Instructions
Tax Invoice Instructions

You can add this information into all 3

Set up your Service / Centre Calendar

Navigate to Service/Centre > Calendar

Set holidays specific to your centre (e.g. Christmas closure)

Set holiday entries appear in orange.

Statutory & Anniversary Holidays in Grey are Markers only 

To follow a more in depth set up, please see here