Set up care before the first day

1. Invite each provider and review their application and documents. Approve the provider before placing children at that home.
2. Add or enrol each child, assign a home, and complete their contacts, health information, and pickup permissions.
3. Set the child’s recurring schedule and start date. Confirm the parent billing plan and the provider pay setup separately.
4. Check the Schedules page for missing schedules and the Children page for unassigned children. Resolve both before the first billing period.
5. Set invoicing dates and review provider pay rates with the accountant before generating any invoices or pay cycles.