Customer Account Management

Provider User

Getting Started

1. What's the Account Management module? What can I do with this module?

Family Accounts

1. What's a family account? How do I create a new family account?
2. How do I manage or bring up active accounts and update account information such as address and telephone number?
3. A customer is no longer using my services. How do I disable their account?
4. I can't disable an account. Why?
5. I withdrew the child from the account, and I still cannot disable the account. Why and what should I do?
6. An old customer returned and decided to use my services again, but I already disabled their account. What should I do?
7. How do I reactivate an old disabled account?
8. When should I disable an account?
9. How do I view and update parent information?
10. How do I add another parent to the family account?
11. How do I add children to the family account?
12. How do I view and update children information, including their enrolment profile?
13. I need to generate a Link ID for a parent. What should I do?
14. I'm in the New Account Registration page. What can I do from here?
15. I'm in the Accounts page. What can I do from here?
16. I'm viewing the account details of one of my customer account. What can I do from here?
17. I'm in the Update Parent page. What can I do from here?
18. I'm in the Add Parent page. What can I do from here?
19. I'm in the Disabled Accounts page. What can I do from here?

Children Enrolment Profiles

1. What's a child?
2. What's an enrolment profile? What's an enrolment profile history?
3. How do I quickly check children's information?
4. How do I modify or update children information, including their enrolment profile?
5. How do I update children information?
6. How do I manage the child's enrolment profile?
7. How do I quickly check the number of children enroled under my services today?
8. I'd like to know the number of children (enrolments) under my services for a future date. What should I do?
9. I'd like to know the number of children (enrolments) under my services in the past. What should I do?
10. I see my enrolment and room statistics. What do they mean and how can I use these information to manage my services better?
11. What should I do so that children in disabled accounts are also shown?
12. There are children listed under the No Program section? What does this mean?
13. I registered a new child and it's listed under the No Program section. Why?
14. I see a little yellow note icon beside the child's name. What does it mean? How do I view the note?
15. I see the profiles of all children enroled under my services. Can you explain the profile details related to each child?
16. I'm in the Add Child page. What can I do from here?
17. I'm in the New Enrolment Profile page. What can I do from here?
18. I'm in the Delete Pending Program Change page. What can I do from here?
19. I'm in the Withdraw Child page. What can I do from here?