First Time User Training Series
  • 13 Aug 2024
  • 1 Minute to read

First Time User Training Series


Article summary

Part 1: First Time Log In

What you'll learn in this video:

How to log into Procare for the very first time and run the Setup Wizard.


Part 2: Navigating Procare Desktop

What you'll learn in this video:

How to get around the main screens of Procare and find out about the many free learning tools available.


Part 3: Updates & Backups (non-Cloud customers)

What you'll learn in this video:

As a non-Cloud customer, learn how to check for and install Procare updates and back up your data.


Part 4: Configure Key Settings

What you'll learn in this video:

How to set up and configure some of the overall key settings for Procare, including names of your locations, hours your center is open, time card rounding, and more.


Part 5: Add a New User

What you'll learn in this video:

Learn how to set up people to use Procare, such as an assistant director, teacher or other staff person. You’ll also learn how to set limits on what they can or can’t do in the system.


Part 6: Classrooms, Work Areas, Departments

What you'll learn in this video:

Learn how to set up Classrooms, Work Areas, and Departments–and how these items are connected to each other.


Part 7: Tuition Rates & Fee Descriptions

What you'll learn in this video:

Learn how to create descriptions, like Tuition-Infants, and set the tuition rates for your center.


Part 8: Add a New Family

What you'll learn in this video:

How to add a family, children, emergency contacts, and pickup people in Procare.


Part 9: Billing & Payments

What you'll learn in this video:

Learn how to set up recurring tuition fees for children, how to automate your billing, and how to record payments from families.


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