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.

TABLE OF CONTENTS

• 1. Accessing Discover
• 2. Service Details
• 3. Visual Settings
• 4. Set Up your Service Calendar
• 5. Templates
• 6. Digital Enrolment Form
• Milestone 2 Complete

1. 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.

2. Service Details

Navigate to: Service Setup →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.

3. Visual Settings

Navigate to: Centre/Service Setup → Under Service Details 

(scroll down to Upload a Logo)

Optional

Upload:

• Service logo

4. Set Up your Service Calendar

Go to: 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

Go to: Service 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.

6. 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 Service 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
• Upload your Logo
• Set up Service Calendar
• Set Up your Templates
• Check your Migrated data if required.

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