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Version 9.1 Help
Getting Around
Set Up & Use Family Information
Scheduling & Enrollment
Email & Text Messaging
Child Attendance & Time Cards
Online Wait List & Pre-Registration
Basic Setup & Use
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Converting v9 to v10
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Family Information
Family Information
Child and Account Information, Immunizations, Child Schedules, Classroom Forecasting, Tracking and Logs.
Getting Around
Locate and Hide / Unhide Accounts, Show / Hide Account Balances, Filter Views.
Title
Description
Search and Filter
Find accounts and use filters to view only selected accounts and children.
Customize Child Layout Area
Learn how to customize the children data view area.
Hide & Unhide Account
Learn how to mark accounts as Visible or Hidden and how to view them.
Hide / Show Balances Column
Hide or Reveal Accounts Balances
Set Up & Use Family Information
Configuration, Add / Edit Families & Photos, Child Schedules, Immunizations, Track Enrollment, Use Letter Merge & Email.
Title
Description
Configure Family Data
Set up basic configuration items before entering families such as child enrollment status, work areas, classroom names, etc.
Tracking Categories
Set up tracking categories for accounts, children, employees or vendors to be used to filter screen views or reports.
Tracking Marketing Source
Keep track of how people found out about your childcare businsess.
Add First Account - Payers
Add your first account with payers as New Persons.
Add First Account - Children
Add a child as a New Person to your first account.
Add Photos
Add photos from your computer to family members or related people.
Bus Runs
Use child tracking items to create child bus runs and reports.
Immunizations
Configure Immunization criteria.
Classroom Graduation Function
Move a group of children from one classroom to another, such as at the start of the school year.
Add Your Logo to Letter Merge
Customize a letter created in the Letter Merge/Word Processor with your logo.
Scheduling & Enrollment
How to set up child schedules, run enrollment reports, analyze classroom staffing needs or find open slots, etc.
Title
Description
Child Schedules
Assign child schedules and exceptions
Schedule Templates
Set up and save child schedule templates.
Batch Schedule Overrides
Process schedule in/out override times for a group of children all at once, for example, a school inservice day.
Open Classroom Slots
Use Classroom Schedule Summary reports to view future schedules to quickly spot openings in classrooms.
Forecasting Staffing Needs
Use child and employee schedules plus schedule analysis reports to manage staffing needs in the future.
Track Vacation as Schedule Exception
Use child schedule
Exception Absences
to track used vacation days.
Enrollment History
Track families from initial contact through enrollment to withdrawal with child Enrollment Status.
Batch Change Enrollment Status
Change enrollment status for a group of children all at once, such as when schoolage children leave for summer break, or return in the fall.
Tracking Summer Camp Enrollment
Use Child Tracking items to track summer camp enrollment.
Email & Text Messaging
Various ways to send email to your families using the email addresses entered in Procare.
Title
Description
Copy Email Addresses
Copy the email addresses of selected families then paste them to your email program.
Add Attachments to Email
Attach a file to your email such as menus for next month in .pdf format.
Email Customer Statements
Using the Email Statements Function.
Email Letters
Email letters created with the Letter Merge tool.
Text Messaging
How to configure and use text messaging in Procare.
Child Attendance & Time Cards
How to check children in & out, work with child time cards, send check in messages and more.
Title
Description
Child Pickup Assignment & Registration
Assign people as authorized pickups for children and issue them a temporary registration number.
Family Check In (Computer)
Review the Family check in/out process for authorized pickup people registered to use the checkin station.
Child Batch Time Entry
Using the family Batch Check In/Out/Transfer function and the Batch Post Timecard function.
Child Time Cards & Rounding
Configuring family checkin station time rounding options and viewing / changing child timecards.
Timecard Line Totals On Screen
View child or employee timecard line time totals.
Time display as HH:MM or HH.HH
Set the way timecard times appear as either hours and minutes, or hours and decimal-hours.
Audit Timecards
View changed or deleted timecard entries.
Sending Messages to the Checkin Station
Send messages from the family screen to individuals or groups, received at the Check In Station.
Balance Owing Message to Checkin Station
Sending a standard checkin station message to anyone with a balance greater than an acceptable amount.
Receptionist Feature
The receptionist feature allows a staff person to quickly check children in and out, in lieu of a checkin station.
Online Wait List & Pre-Registration
Let families pre-register online through a link on your website using this optional service provided by Procare.
Title
Description
Company & School Setup
How to set up the Online Wait List & Pre-Registration service.
Create & Manage Questions
How to set up and manage questions parents will answer during online registration.
Annual License for Online Wait List (OWL)
To enable full functionality of the Online Wait List & Pre-Registration service you'll need to purchase an annual license for each location that will use the service.
Create Links
Copy links for your online wait list page(s) and place in them on your website or send them in an email. There are two types of lines:
Company
wide links and
School
specific links.
Parent Registers Online
See how a parent or guardian would pre-register children online.
Import Enrollment to Procare
Learn to import child and parent/guardian data from your online wait list into Procare.