Your onboarding specialist is your personal guide to launching Procare, helping you set up the software with your unique child care center's needs in mind. We are here to ensure a smooth transition, answer all your questions, and show you how Procare can make running your business so much easier!
Onboarding Specialist
✅ Personal guide
✅ Answer questions
✅ Smooth transition
Implementing Procare Desktop
Switching software systems requires teamwork. Your onboarding specialist will offer guidance and resources to make this process easier. There will be tasks to finish between sessions to ensure a successful implementation.
Within One Day of Purchase
Action
Details
Welcome to Procare Email
This email includes instructions for
installing your new software
getting started with Procare
a calendar link to schedule your implementation planning meeting
We will also contact you via phone to schedule your planning meeting.
These webinars can be started before Step 1: Implementation Planning Meeting. It is important that they are reviewed before the scheduled meetings so you are fully prepared for the implementation process.
Scheduled Meetings
Meeting
Description
Step 1: Implementation Planning Meeting
(30 minutes)
Meet your onboarding specialist:
Determine your software training needs.
Set a target implementation completion date.
Schedule your implementation training meetings.
You and your staff prepare your student, family and staff data for conversion into Procare.
Send via email to your onboarding specialist.
Step 2: Family and Employment Data
(45 minutes)
Set up basic system configuration
Add and edit family and employee data
Get acquainted with Procare’s engagement functionality
What to Know About the Procare Desktop Implementation Process
Switching software systems requires teamwork. Your onboarding specialist will offer guidance and resources to make this process easier. There will be tasks to finish between sessions to ensure a successful implementation.
Step/Timing
Additional Details
Scheduled Meetings (Steps 1-5)
All implementation meetings (meetings 1-5) are conducted via Zoom.
It is best to join Zoom from the same computer on which Procare Desktop is installed.
You will receive an email confirmation.
90 Days
You have access to your onboarding specialist for 90 days from when you signed up with Procare.
Your onboarding specialist will keep you informed of your progress.
If we do not hear from you, we will contact you to remind you of your 90-day time limit and the date that your 90 days ends.
Implementation Planning Meeting
Are you migrating from another software to Procare? Let your onboarding specialist know so they can discuss best practices for converting data during your implementation planning meeting.
Due to security reasons, we do not convert financial data into Procare Desktop.
Email your student, family and staff data to your onboarding specialist as soon as possible.
If you have a large amount of data to convert, this may affect your timeline. Discuss this with your onboarding specialist.
