--- title: "Setup Checklist" slug: "setup-checklist" updated: 2026-10-28T17:58:01Z published: 2026-10-28T17:58:01Z canonical: "www.procaresupport.com/setup-checklist" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt > Use this file to discover all available pages before exploring further. # Setup Checklist Below are steps to set you up for success. Click on any steps you still need to complete, and we will walk you through it. We are honored you chose us to go on this journey with you! 😊 [Sign up for one of our group training sessions to learn more!](https://www.procaresupport.com/procare-online/docs/training-calendar) ## **Download the Procare Child Care Mobile App** - [Apple Store for iOS](https://apps.apple.com/us/app/procare-childcare-app/id1309822135?ls=1) - [Google Play Store for Android](https://play.google.com/store/apps/details?id=com.kinderlime.dev&hl=en) - [Amazon Appstore for Amazon Fire tablets](https://www.amazon.com/Kinderlime-Childcare-Out-Billing-Activities/dp/B07BHRPJVB/ref=sr_1_1?keywords=kinderlime&qid=1703561161&s=mobile-apps&sr=1-1) ## **Account Setup** [Add rooms](https://youtu.be/_1FltQpXAnY) Add students and families: - [Manually add students](https://youtu.be/M-ZuMLJLo0c) and [Manually add parents](https://www.procaresupport.com/procare-online/docs/add-edit-or-delete-parents) - [Use our bulk upload option](https://youtu.be/WDby4LrTt3k) (for centers with 30 or more students) - For more details and the upload template, [click here](https://www.procaresupport.com/procare-online/docs/bulk-upload-of-student-data-xls-or-csv). - [Create an Enrollment Form](/procare-online/docs/create-a-leads-registration-form) to [share with families or potential families](/procare-online/docs/create-a-leads-registration-form#type-name-the-form-and-identify-the-type4). - [Set up staff roles and permissions](https://www.procaresupport.com/procare-online/docs/custom-roles-permissions) - [Add staff](https://www.procaresupport.com/procare-online/docs/add-edit-or-deactivate-staff-website) - [Configure school settings](https://www.procaresupport.com/procare-online/docs/school-settings) - [Set up RoomRunner](https://www.procaresupport.com/procare-online/docs/setup-roomrunner) ## **Set** **Up** **Online Billing** - [Learn about Procare’s billing functionality](https://youtu.be/zVwxznqt9jM) - [Configure and assign recurring billing plan templates to invoice families automatically](https://youtu.be/x0gAsVJdYeI) - [Review how families easily pay with Procare](https://youtu.be/eJikO7g0KRU) ## **Learn About Daily Tasks** - [Learn about signing students in/out through the website](https://www.procaresupport.com/procare-online/docs/add-delete-or-edit-a-sign-in-out-record-website) - [Set up ratio monitoring](https://www.procaresupport.com/procare-online/docs/student-to-staff-ratio-alerts-monitoring) - [Learn about daily activities and the approval process](https://www.procaresupport.com/procare-online/docs/pending-approvals) - [Learn how parent messaging works](https://www.procaresupport.com/procare-online/docs/message-parents-website) ## **Get Your Staff Started** - [Invite staff to sign up](https://www.procaresupport.com/procare-online/docs/staff-invites-sign-up) [Train your staff](/procare-online/docs/training-webinar-library-procare-online#procare-for-teachers-mastering-the-basics) - - Admins can register for [the Getting Started with Procare Online training session](/procare-online/docs/getting-started-first-steps-videos) and [the Attendance, Daily Activities and Communications training session](/procare-online/docs/training-calendar). - - Teachers can register for [the Procare for Teachers: Mastering the Basics training session](https://www.procaresupport.com/procare-online/docs/training-calendar#procare-for-teachers-mastering-the-basics) or view [the Procare for Teachers recorded training session](https://www.procaresupport.com/procare-online/docs/training-webinar-library-procare-online#procare-for-teachers-mastering-the-basics). - - Provide teachers with these resources if preferred: - - [Create a Procare staff account](https://www.procaresupport.com/procare-online/docs/sign-up-for-a-procare-account) - - [Sign students in-out of attendance](https://www.procaresupport.com/procare-online/docs/daily-sign-in-out-of-students-by-staff) - - [Log daily activities](https://www.youtube.com/watch?v=2rnNOPRf0Xc) - - [Message parents](https://www.procaresupport.com/procare-online/docs/message-parents-app) - [Start staff clock in-out](https://www.procaresupport.com/procare-online/docs/staff-timecard) ## **Build Relationships with Parents** - [Utilize our parent training materials & intro letter](https://www.procaresupport.com/procare-online/docs/parent-training-materials) - [Invite parents to sign up](https://youtu.be/dcGChNaUZOg) - [Monitor parent sign-ups](https://youtu.be/j2aLss3HPkg) - [Make sure parents set up their payment method](https://www.procaresupport.com/procare-online/docs/parent-training-materials#parent-payment-letter) - [Communicate with parents](https://youtu.be/VBtr49WTtL4) ## **Generate Reports** - [Create Emergency Cards](https://www.procaresupport.com/procare-online/docs/creating-an-emergency-card-report) - [Run Custom Reports for Student & Family Data](https://www.procaresupport.com/procare-online/docs/management-reports#students-and-family-reports) - And so many more! Check out our [Reports Collection](https://www.procaresupport.com/procare-online/docs/reports) in the Help Center to learn about each one.