Children's Place Montessori

Employee Staff Portal
Only email addresses approved for the school staff portal can access student and inquiry records.

Dashboard

School Year
Maria Montessori
“The child is both a hope and a promise for mankind.”
— Maria Montessori
📥

New Enrollment Requests

Review enrollment requests submitted from staff-sent parent invitations.

💲

Record Payment

Post and apply a payment to the correct student charges.

🔍

Find Student

Open a student or family account quickly.

⚠️

Needs Attention

See students who are behind or missing a payment.

EXPECTED TUITION TO DATE
$0
Regular tuition only
TUITION RECEIVED
$0
School year to date
ACCOUNTS BEHIND
0
$0 behind
STUDENTS ENROLLED
0
Active records
STUDENTS HERE NOW
0
Currently checked in
ENROLLMENT PACKAGES COMPLETE
0
Loading required forms…

Currently at School

Live attendance for today
Loading today's attendance…

Attendance & Time Clock Exceptions

Missing sign-outs and clock-outs that need an administrative correction.
0student sign-outs missing
0employee clock-outs missing
Checking for exceptions…

Student Account Status

StudentExpectedPaidStatusBehind/Ahead

Needs Attention

Enrollment Document Progress

Required enrollment forms for the selected school year
StudentCollectedProgress
Loading document progress…

Recent Payments

DateStudentTypeAmountMethod

Enrollment Requests

Staff-sent enrollment requests and completed applications

Recent Enrollment Requests

Not loaded yet
ChildParent / GuardianProgramScheduleDesired StartStatusReceived
Loading enrollment requests…

Send Enrollment Request

Email an enrollment-request link and the selected cost sheet directly to a parent, or use Open Enrollment Application above when a parent is applying on a school iPad during a tour.

Recently Sent Requests

Private links expire after 30 days.
SentParentChildCost SheetStatus
No invitations loaded yet.
NEW INQUIRIES
0
Waiting for review
ACTIVE REQUESTS
0
For selected school year

Setup

School-year configuration and parent-facing fee information
🗓️

School Years

Create planning years, select the current year, and archive completed years.

💰

Fee Schedule

Set tuition, registration, deposits, care rates, discounts, and other charges for the selected year.

📝

Fee Report Details

Edit the dates, summer information, closings, vacation care, and notes that appear on parent fee PDFs.

☀️

Summer & Vacation Care

Manage session dates and rates with date pickers and structured fields instead of typed text.

📋

Enrollment Package

Choose the required enrollment forms, add parent form links, and control the checklist used for each student.

🍎

Meal Plan Costs

Edit monthly, quarterly, and annual meal-plan prices used for parent forms and student billing.

🚌

Field Trips

Set up as many as five trips for the selected school year, including parent attendance and cost.

🕒

Contract Programs & Times

Set the exact program hours and allowed monthly, quarterly, or annual payment choices used in parent contracts.

🏫

Classrooms

Create up to five classrooms for the selected school year and assign a lead teacher plus up to three assistant teachers.

⏱

Attendance & Late Pickup

Set late-pickup fee rules and kiosk attendance options. Pickup times come from Contract Programs & Times.

🔐

Master Settings

Change the master administrator login and the school email used for school copies and replies.

How setup works

Setup is year-specific. Choose a school year in the left menu first, then adjust its rates and report details. Historical closed years remain available but should normally be left unchanged.

Master Settings

Administrator login and school-wide email destination
Administrator only. The password is never displayed or stored in this page. Saving a new administrator login updates Supabase Auth securely on the server.

Master School Email

School-directed reports, school copies, and reply-to addresses use this email. Changing it here changes the central setting used by the email services.

Master Administrator Login

This is the master account used to administer CPM. Enter a new password only when you want to change it.

Meal Plan Costs

Prices for the selected school year

Tuition Student Meal Plan

GSRP lunch remains free. These three values are for non-GSRP families. The enrollment-package workflow can pass these live prices into the Meal Plan Jotform so staff only updates them here.

Field Trip Setup

Up to five trips for the selected school year
Only active trip slots with a name, location, and date appear on the parent permission form. Parent attendance and its cost can be controlled separately for every trip.

Contract Programs & Times

Program hours and payment choices for the selected school year
Contract prices continue to come from Setup → Fee Schedule. This screen controls the exact times printed in the Parent Contract and which payment schedules parents may choose.
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Fee Report Details

Parent-facing information for the selected year

School-year & GSRP dates

Summer Program Report Wording

Session dates and prices are managed separately. Use Setup → Summer & Vacation Care so staff can edit them with date pickers and rate fields.

Vacation Care & Closings

Vacation-care sessions and prices are managed under Setup → Summer & Vacation Care. The parent fee report uses those structured sessions.
These exact dates are also used by Attendance. On a closed day, regular students are not treated as absent. Sign-in/out remains available for vacation care or other special attendance.

Additional care & GSRP discount wording

Summer & Vacation Care Setup

Structured sessions for the selected school year

Summer Program Sessions

Each session can be sold by day, by week, or as the entire session. These are the live rates used when Summer charges are created.
SessionDatesPer DayPer WeekEntire SessionRegistrationStatusActions
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Vacation Care Sessions

Set the available date range and daily / whole-session rates. Students later choose the actual dates they attend.
SessionDatesFull / DayExtended / DayFull SessionExtended SessionStatusActions
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How this works

Create the sessions once for each school year. The student Summer Program and Vacation Care screens use these records automatically. Use Copy From Prior Year when starting a new year; dates are shifted forward one year so you can review and fine-tune them.

Fee Schedule

Year-specific tuition and fees
FEE ITEMS
0
For selected school year
PRICING YEAR
—
Old years keep their original rates

Tuition & Fees

Click Edit to change a rate. Changes affect this school year's pricing only.
CategoryProgramScheduleDescriptionUnitAmountPaymentsActions
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Parent fee reports

Fee PDFs are now generated from the Reports tab. They use the live amounts on this screen plus the parent-facing dates, summer information, vacation care, closings, and policy wording stored under Setup → Fee Report Details.

Billing structure

Each school year has its own fee schedule. Student charges and payments are stored against that student's enrollment for that year. This keeps 2026–27 billing separate from 2027–28 and preserves historical rates after a year is archived. Summer Program billing will use a separate session-based enrollment structure so its three sessions and separate costs do not get mixed into school-year tuition.

Enrollment Package Setup

Required forms and parent links for the selected school year

Annual Documents for Parent Acknowledgment

Upload the Policy Statement and Parent Information PDF for the selected school year. Parents receive secure acknowledgment links; these PDFs are not attached to the enrollment email. Replacing a file here does not change prior years.
Loading yearly documents…

Enrollment Requirements

These items become the checklist on every student's Documents tab for this school year.
RequirementRequiredParent Form LinkStatusActions
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How this works

Add the forms/documents you require for enrollment and paste the public Jotform/form URL when one exists. Staff can then mark each item Sent, Received, or Waived from the student's Documents tab. The original Enrollment Request can be tracked as already received.

School Years

Keep each year's enrollment, billing, attendance and forms separate while preserving history.

Academic Years

Closed years remain available as read-only historical records.
School YearDatesStatusStudentsActions
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How year-end works

Closing a year preserves its enrollments and marks enrolled students as Completed for that year. The student/family master record remains available for future years. If a next planning year exists, you can make it current during the close process. Historical years stay selectable from the School Year menu.

Students & Families

Live student records from Supabase
StudentProgram / ScheduleClassroomStatusAt SchoolChargedPaidBalanceNext Due

Student Profile

Enrollment and contact information stored in Supabase

Family Contact

Admissions

Billing

Loading billing…
Transaction History
Student Details
Emergency & Pickup
Medical
Payment Schedule
Notes
Documents
Due / Payment DateDescriptionTypeChargePaymentStatus / Actions

Attendance & Late Pickup Settings

Selected school year
Safety: Automatic late fees remain off until you enable them. Attendance now uses each student's program end time from Contract Programs & Times as the scheduled pickup time.

Pickup Time Source

Pickup times are managed in one place so contracts and attendance always use the same program times.
Loading program pickup times…

Late Pickup Charges

The grace period is not charged. Each additional interval adds another copy of the selected fee.

Late Fee Preview

Test the rule before turning automatic charges on.
Enter a pickup time to test the rule.

Attendance

Today's attendance • auto-refreshes every 15 seconds
HERE NOW
0
NOT ARRIVED
0
CHECKED OUT
0
LATE PICKUPS
0

Today's Students

Status is shared with classroom rosters and student profiles.
Loading attendance…

Daily Records

Review a completed or current day.
Choose a date.

Attendance Reports

Run a report for all students by date range, or for one student across all dates or a selected range.
All Students requires a date range.

Add New Student

Student Information

Family / Contact Information

Billing Information

Edit Student Profile

Changes to database students are saved to Supabase.

Student Information

Program & Enrollment

Home Address

Parent / Guardian 1

Parent / Guardian 2

Billing Information (billing database connection is the next phase)

Payments

Payment register for the selected school year

Payment Register

Filter payments, export the results, or email the current report to the school.
DateStudentFamilyAmountMethodReference
Loading payments…

CHARGES
$0
PAYMENTS
$0
BALANCE
$0

Billing Plan

Regular billing is set up from the student's profile. Open the student record to change the regular tuition plan.

Account Ledger

DateDueDescriptionChargePaymentStatus / Actions

GSRP Compliance

2026–27 tracking dashboard
GSRP STUDENTS
0
FILES COMPLETE
0
MISSING ITEMS
0
FAMILY CONTACTS DUE
0

GSRP Students

StudentEligibilityAgeHealthScreeningFamily ContactsComplete
Prototype: this tracks completion/status. The real hosted system should separate sensitive eligibility documents from educational records and restrict access by user role.

Eligibility / Administrative File

Age documentation
Proof of age on file
Eligibility / prioritization documentation
Health / immunization record

Educational / Child Record

Developmental screening
Attendance record

Family Partnership Contacts

Home Visit
Family Conference #1
Family Conference #2
Family Partnership Event

GSRP Notes / Follow-up

Reports

School-year financial and program reports
⚠️

Past Due Accounts

Students whose regular tuition is behind schedule.

📅

Monthly Collections

Expected regular tuition versus payments received.

🧾

Payment Ledger

Complete payment history by student and category.

🏫

Program Summary

Private Tuition and GSRP enrollment summary.

📄

Parent Fee Schedule PDF

Complete parent handout with tuition, summer, care, closings, and fee information.

🌱

GSRP Fee Schedule PDF

GSRP-specific rates, eligibility wording, sibling discount, and examples.

Select a report above.
Financial reports use the live Supabase billing records for the selected school year. Fee Schedule PDFs use the live school-year fee setup in Supabase.

Past Due Accounts

StudentFamilyProgramExpectedTuition PaidAmount Behind

Monthly Collections

MonthExpected TuitionRegular Tuition ReceivedDifferenceOther Payments

Payment Ledger

DateStudentFamilyProgramTypeAmountMethodReference

Program Summary

StudentFamilyProgramClassroomTuition ChargedTuition Paid
GSRP funding/payment logic is not calculated yet. This report currently identifies GSRP students so we can refine the required reporting later.

Monthly Statements

Preview and email a separate monthly billing statement for each student

Statement Run

Choose the month, review each student, then send all ready statements with one click.
StudentParent EmailMonth ActivityEnding BalanceNext DueStatus
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How this works: each statement shows the beginning balance, charges and payments during the selected month, ending balance, and the next open amount due. Students with no valid parent email are flagged instead of sent. Automatic scheduled sending can be added after the manual batch process has been tested.

Account Statement

Staff

Employees

Employee records, payroll details, emergency contacts and time-clock access
ACTIVE EMPLOYEES
0
Currently employed
CLOCKED IN
0
Open time entries
MISSING PIN
0
Cannot use tablet yet

Employee Directory

Pay rates and personal details are visible only to administrators.
EmployeePositionContactEmploymentCurrent StatusTime Clock
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Staff

Time Clock

Review hourly punches and prepare two-week payroll
Normally use the Previous/Next buttons to move in two-week intervals. For an occasional longer or shorter payroll, enter any custom start and end dates and click Apply Dates.
TOTAL HOURS
0.00
Selected pay period
OPEN PUNCHES
0
Need clock-out correction
APPROVED
0
Ready for payroll

Hourly Time Entries

Hours are rounded to the nearest quarter hour to match the existing payroll report.
EmployeeClock InClock OutHoursSourceStatus
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COR Observations

Paper observations → staff-reviewed COR suggestions → Kaymbu entry queue
Privacy: Teachers should write each child as first name plus last initial (for example, Benjamin H.). AI transcribes and suggests a COR item and level, but staff approval is always required.

Upload a Completed Observation Sheet

SHEETS
0
Selected school year
NEEDS REVIEW
0
AI suggestions awaiting staff
APPROVED
0
Ready for Kaymbu
ENTERED IN KAYMBU
0
Completed handoff

Observation Sheets

Select a sheet to review its original image and individual observations.
Loading observation sheets…

Classroom Setup

Up to five classrooms for the selected school year
Classroom staffing. Each classroom can have one lead teacher and up to three assistant teachers. Teacher choices come from active employees in the Employee section. You can also add a classroom photo, which will appear on the Classrooms page. Empty classroom slots are ignored.
Loading classrooms…

Classrooms

Student assignments and classroom rosters

Classroom Roster

Parent contact information and emergency contacts for the selected classroom.
Choose a classroom.