Quick Start

Use this checklist to prepare your organization for its first operating day.

1. Confirm organization time

Open Organization and set your local time zone. Attendance, billing periods, schedules, and reports use this setting. See Organization Settings.

2. Review staff access

Open Users to invite staff and assign roles. Review the built-in Administrator, Teacher, Front Desk, and Check-in Tablet roles before changing their permissions. See Roles & Permissions.

3. Configure rooms

In Rooms, enter each classroom’s licensed capacity, children-per-adult ratio, and optional age band. Assign staff and then assign children as they are enrolled. See Rooms & Ratios.

4. Add children and guardians

Create child and guardian records manually or share a Registration invite link. For each child, verify the check-in code, active status, room, guardian links, checkout authority, and allergy information.

5. Prepare attendance devices

Create a record in Devices, assign the limited Check-in Tablet role, and provision the mobile app by scanning the QR code or entering the temporary code. Run a supervised check-in and checkout test. See Device Management.

6. Configure optional billing

If billing is included in your subscription, create and review a billing policy, connect Stripe if accepting online payments, and create any invoice schedule. Test the first period before finalizing invoices. See Billing & Invoicing.

Opening-day check

Before families arrive, confirm the dashboard shows the correct organization and time zone, staff and devices have only the access they need, all active children can be found, pickup permissions are current, safety information is visible, and the mobile devices have synced successfully.