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Set Up & Use Family Information
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.