Management Company Migration Check List

This document is designed to assist management companies with setting up their clients for migration to Kangarootime.

TABLE OF CONTENTS

• Two Weeks Prior to Go-Live Date
• Week prior to go live
• Go Live Week
• Weekly Reporting

Two Weeks Prior to Go-Live Date

In Kangarootime:
Create the Business
Create the Centre/s
Add Classes
Add Fees
Create Billing Cycles

In QikKids:
Create Kangarootime a user account
Discuss Migration Process

Week prior to go live

In Kangarootime:
Check Accounts
Check Contracts
Link Families to billing cycles
Add Medical/Allergy Information
Set billing surcharges
Create Employees
Set up CPaV information
Ensure service has downloaded and installed the Kangarootime Kiosk form the relevant app store on centre devices
Ensure service are setting up direct debit and assigning to correct billing cycles

Go Live Week

In Kangarootime:
Create manual payments
Complete manual statement run
Set Scheduled Statements

Weekly Reporting

You can utilise the List of Reports to distinguish which of the Kangarootime reports you will need to utilise to retrieve data necessary for the operation of your centre.