Purpose
Day-to-day Famly App management for Allied Assist staff supporting the Nest at Anderson Mill client.
Login & Monitor
Log into Famly with the approved CVA account; use the approved password manager. Check the notification bell daily for new registrations.
Enroll a Child
Confirm special instructions with Ms. Tanzi or Ms. Candice when needed. From Attendance → Registration → Lead Management, search the child, Enroll, and assign classroom by DOB (do not use inactive Sparrows).
Documents & Contacts
Pull the enrollment packet from Hubbli (client site Forms → Enrollment Packet). Add parents, emergency contacts, and authorized pickups. Send parent login with Parent access.
Billing
Add payer using the exact name match. Add deposits ($1,500 first child; $500 siblings). Create and send the deposit invoice. Add the tuition plan and prorate the first month from the start date. Create and send the tuition invoice.
Notes & Escalation
Document completed steps in the child profile notes and Hubtasks/Worklenz. Tuition adjustments and CCMS are handled by Ms. Tanzi or Ms. Candice—escalate there. Apply photo-release restrictions from the tracker when marked NO SOCIAL MEDIA.