Create a New Session

Tool Search: Dependent Care

Dependent Care Sessions allow users to create childcare options for each scenario offered at a site, such as before- and after-school care, non-school-day care, summer care, etc. Users can add sessions that offer consistent care, flexible care, or care on non-school days. 

Screenshot of the Dependent Care Create New Session EditorDependent Care Create a New Session Editor

  Add a Session

Screenshot of the Dependent Care - Consistent Schedule Session Details EditorDependent Care - Consistent Schedule Session Details Editor
  1. From the Dashboard, press New
  2. Use the Session Name field to enter a name for the session. Users must enter a Session Name before saving a session. It is recommended to use a name that helps identify the session's purpose (i.e. 2026 Fall Before School Care).
  3. From the Schedule Type drop-list, select Consistent, Flexible, or Non-School Day. See Schedule Type Options for more information. 
  4. Next, use the calendar icons to select the Session Start Date and Session End Date.  
  5. Use the Exclusion Dates section to determine the dates throughout the session on which childcare will NOT be offered. Click on all desired exclusion dates for the session. Once you click a date, it appears in the Exclusion Dates list. Users must enter a Session Start and End Date before saving a session.
    • To remove a date from exclusion, click on the X for the desired date or click on the calendar date to remove it from the exclusion list. The date is removed from the Exclusion Dates list.
      NOTE: Students with a Consistent schedule are billed for care on selected Exclusion Dates if those days are part of their regular care. Students with Flexible Attendance schedules cannot select Excluded Dates when planning care. 
  6. In the Federal Tax ID field, enter the appropriate tax ID. Users must enter a Tax ID before saving a session. 
  7. For Consistent Schedules only, use the Minimum number of days required to attend Session drop-list to select the minimum number of days the student must attend the session in order to register. 
  8. Now, use the Site drop-list to select the site where the session is offered. Users must select at least one site before saving a session.
    • Users may add additional sites offering care by using the Add Site button for each additional site. Use the drop-list to select each site where care is offered. 
    • To remove a site from the list, press Remove for the appropriate site. The site is removed from the list.
      • If there is only one site assigned to the session, the site may not be removed. 
  9. In the Max Students field, enter the maximum number of students to whom the site can offer care.
    • If a limit to the number of students allowed is unnecessary, leave this field blank.  
      NOTE: The Max Students limit does NOT prevent users from approving more student registrations. Once the maximum number of students is reached, users receive a warning message that the site's student limit has been reached. 
  10. To clear the site selection and the number of Max Students, press Clear.
    • Once a site is cleared, users must select a new site before the session can be saved.

Schedule Type Options

Schedule Type Description
Consistent

A Consistent schedule locks a student into a recurring weekly schedule. The student is scheduled for the same days of care each week. 

NOTE: A Consistent schedule can only be changed by ending the current schedule and adding new, additional schedules. A schedule cannot otherwise be changed for an in-progress session. 

Flexible A Flexible schedule offers care that aligns with individual student schedules. Students are billed based on either a Flexible Schedule (individual dates for which a student registers for care) or Flexible Attendance (individual dates for which a student participates and receives care). 
Non-School Day (NSD) Non-School Day care offers student care on days when school is not in session. 

Session Detail Fields

Field Description
Session Name
Required
Name of the session being added. It is recommended to use a name that helps identify the session's purpose (i.e. 2027 Summer Care).
Schedule Type
Required
Indicates the type of care the session offers: Consistent or Non-School Day.
Schedule Type Description
Consistent Childcare is offered multiple days each school week of the session.
Flexible
Non-School Day Childcare is offered on days when school is not in session. 
Session Start Date
Required
The date on which session care begins. 
Session End Date
Required
The date on which session care ends. 
Exclusion Dates Indicates the dates throughout the session on which childcare is NOT offered. Click on all desired exclusion dates for the session to add them to the Exclusion Dates list.
  • To remove a date from exclusion, click on the X for the desired date. The date is removed from the Exclusion Dates list. 

NOTE: Users may not add Exclusion Dates until Session Start and End Dates are added. 

Federal Tax ID
Required
The Federal Tax ID for the site at which the session is offered. 
Minimum number of days required to attend Session
Required - Consistent Schedules Only
The minimum number of days the student must attend the session in order to register. 
Site
Required
The site where the session will be offered. Users may add additional sites offering care by using the Add Site button.
Max Students In the Max Students field, enter the maximum number of students to whom the site can offer care. Entering a value for a maximum number of students is optional.  
Add Site Press Add Site to add additional sites to the session. Use the drop-list to select the site where care will be offered.
  • To remove a site from the list, press Remove for the appropriate site. The site is then removed from the list. 

Set Invoice Preferences

Screenshot of the Dependent Care - Consistent Schedule Invoice PreferencesDependent Care - Consistent Schedule Invoice Preferences
  1. Use the Method field to determine the Billing Method for the session: Schedule or Attendance. See Billing Methods for more information on each method.   
  2. From the Timing drop-list, select how the invoice is generated in relation to the billing window: Before or After. See Invoice Timing Options for information on each timing option. 
  3. Use the Invoice Schedule options to determine the frequency with which to bill students for their care: Weekly or Monthly.
    • Use the Schedule Day to determine the exact day of invoice generation.
      • For Weekly billing, use the drop-list to select the day of the week on which to generate invoices. 
      • For Monthly billing, use the drop-list to select the day of the month on which to generate invoices: 1st of the Month, 15th of the Month, or Last Day of the Month.
  4. The Invoice Information section allows users to enter any relevant session information to the invoice. This information displays at the bottom of all invoices. 

Billing Methods

Billing Method Billing Method Availability for Schedule Type Description
Schedule Available for ALL schedule types (Consistent, Flexible, Non-School Day) Registrants are billed based on their session schedule. Registrants pay for the schedule for which they are registered, whether they attend or not
Attendance Available for Flexible schedules only Registrants are billed based on their attendance. Registrants only pay for the days they attend. 

Invoice Timing Options

BE AWARE! Your billing date affects when payments arrive. The billing date may create payment delays of up to 61 days. Choose your billing cycle with this timing in mind:

  • Billing before care (1st of the month) = billing next month's services
  • Billing after care (31st of the month) = billing last month’s services
Timing Option Invoice Method Type Availability Description
Before Available for Invoice Schedule Method Selecting Before means you are billing students for the UPCOMING billing window (week/month), or care not yet received.
  • For billing that occurs on the 1st of each month, the student is billed for the month after. For example, if a district runs invoicing on January 1st, the invoice generates for care in February.
  • To ensure a briefer billing cycle, it is recommended to bill closer to the upcoming month than earlier. For example, bill registrants on the 15th or last day of each month instead of billing on the 1st. So, for a February invoice, registrants should be invoiced on January 15 or January 31, rather than on January 1st.
After Available for all Invoice Method Types (Schedule or Attendance) Selecting After means you are billing registrants for the PRIOR billing window (week/month), or care already received.
  • For billing that occurs on the 1st of each month, the student is billed for the previous month. For example, if a district runs invoicing on January 1, the invoice generates for care received in December.
  • To ensure a briefer billing cycle, it is recommended to bill closer to the previous month than later. For example, bill registrants on the 1st or 15th of the month instead of billing on the last day of the month. So, for a December invoice, registrants should be invoiced on January 1 or January 15.


Invoicing Section Fields

Field Description
Method
Required
Determines how students are billed for care: Schedule or Attendance.
Method Description
Schedule Registrants are billed based on their session schedule. Registrants pay for the schedule for which they are registered, whether they attend or not
Attendance Registrants are billed based on their attendance. Registrants only pay for the days they attend. 

Timing
Required
Timing determines when registrants are billed for care.
Invoice Timing  Description
Before Registrants are billed for upcoming care. Registrants pay for care in advance of receiving care. 
After Registrants are billed for prior care. Registrants pay for care already received. 

Invoice Schedule
Required
The Invoice Schedule allows users to determine the frequency with which to bill students for their care: Weekly or Monthly.
Invoice Schedule Description
Weekly - Bill same day every week This option generates a weekly invoice. Registrants are billed weekly for care.
Monthly - Bill same day every month This option generates a monthly invoice. Registrants are billed monthly for care.

Schedule Day
Required
The Schedule Day option allows users to determine the exact day on which to generate invoices.
Invoice Schedule Description
Weekly Use this option to select the day of the week (Sunday - Saturday) on which to generate invoices. 
Monthly Use this option to select the day of the month (1st, 15th, or Last Day of Month) on which to generate invoices. 
Invoice Information Information entered here displays on generated invoices. This allows users to relay relevant session information to those receiving care. This information displays at the bottom of all invoices. 


Save New Session Details and Invoice Preferences

  1. If you do not wish to create the new session, press Cancel to return to the Dependent Care Dashboard. 
  2. To save the new session and remain on the screen, press Save.  
  3. To save the session and continue to the Charges and Discounts screen, press Save & Next. Please see Add Charges and Discounts to a New Session to continue creating your new session.