Your complete administrative toolkit for team management and security. Learn how to navigate the Staff module, add new educators or employees, securely manage employee records using the Staff Digital Filing Cabinet, and handle access control by resetting or revoking staff passwords.

Staff Module Help

In this guide, you’ll learn how to open a staff member’s digital filing cabinet and keep their documents neatly organized in folders. This will help you quickly find things like contracts and meeting notes, even on your busiest days.

How to Use the Staff Digital Filing Cabinet

This document explains how to reset a staff member’s password when they are unable to access their account, and how to revoke their login access when they should no longer be able to sign in.

How to Reset or Revoke Staff Passwords

Follow this comprehensive guide to add a staff member in ChildFriendly, organize their employment information, set up access, and manage their documentation effectively.

How to Add a Staff Member + Staff Module Overview

Find guides, videos, and other resources for childcare providers and families.

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Welcome to ChildFriendly Pro! Step-by-step onboarding, data migration, and staff training courses to help you launch smoothly. Learn how to complete your initial setup overview, log in, transfer data and historical family balances from your old software, add admin users, authorize shared educator devices, adjust your attendance layout, and access essential training articles to fully prepare your staff and families for success.

Getting Started & Training

This document explains how to log in to your ChildFriendly account for the first time, review your hours, configure notification and messaging preferences, change your temporary password, and log out securely.

How to Log In, Set Up Your Profile & Notifications

This document explains how to view, filter, create, and edit administrative users in the ChildFriendly platform, including how to assign roles, centers, and manage access for staff with admin permissions.

How to Add Admin Users

Device authorization is a crucial security feature that ensures staff can only access the app from approved devices, protecting sensitive family information from being accessed on personal phones. This document explains how administrators can authorize a device (such as a classroom iPad) to use the ChildFriendly app. It also covers how to optionally allow specific staff members to access your center’s account from their personal devices.

How to Authorize Shared Educator Devices

This document explains how to import existing family, student, and staff records into ChildFriendly using the built-in import templates. You can download the appropriate template, prepare your data, and then upload it into the system so members appear in their respective modules.

How to Transfer Your Data to ChildFriendly

To ensure a smooth and successful rollout of ChildFriendly, we have created this Launch Training and Resouce Guide. To begin, we recommend dividing staff training into two focused sessions and then after such training is complete, introduce ChildFriendly to your families.

How to Introduce ChildFriendly to your Staff & Families

When switching to ChildFriendly from another system, it’s essential to set accurate starting balances for each family to ensure a clean transition. This guide walks you and your accountant through how to enter outstanding debits or credits, as of your chosen start date, allowing you to begin financial tracking within ChildFriendly without discrepancies.

How to Enter Beginning Family Balances when Switching to ChildFriendly

Resources and orientation guides built specifically for families using the Parent App. Get started with quick walkthroughs, set up app notifications and auto-payments, download childcare tax receipts, use instant messaging, view daily journals, sign off on incidents, report absences, and manage digital sign-in/sign-out.

Parent Support Hub

Welcome to ChildFriendly! This quick, 5-minute video walkthrough and guide covers everything you need to know as a parent—from checking your child in to managing tuition payments and messaging teachers.

Parent Orientation in Under 5 Minutes

Before going through this guide, ensure you have first watched the video or read the guide on how to set up your ChildFriendly account. This training guide will teach you how to use the ChildFriendly parent app, including how to view your child's registration, daily activities, and payment information. You can also add or edit necessary information including allergies, medications, and food restrictions. Payments, billing, and tax slips are readily accessed here.

Parent App Full 'How to...' Orientation Guide

This guide will show you how to ensure you are receiving ChildFriendly notifications from your child's center, on your mobile device.

How to Turn on App Notifications- Parent Edition

This quick guide will outline how to report an absence for your child from daycare or preschool. You can also report an absence for school pick-up. You can this for a single day such as illness, or for a period of time, such as a vacation.

How to Report Your Child's Absence- Parent Edition

This guide outlines how to use the Journals module in the Parent Portal to stay connected with your child's daily activities. It ensures parents can view real-time updates, acknowledge reports, and filter through specific incident or health records seamlessly.

How to View Your Child's Journal & Sign Off On Incidents- Parent Edition

This guide is for parents looking to view and download their child's tax receipt. A tax receipt will be issued after any payment is made, so that this receipt can be downloaded at any time.

How to Download Your Childcare Tax Receipt- Parent Edition

Learn how to use the parent portal’s instant messaging feature for communicating with your child’s daycare. Depending on the center’s settings, you will be able to contact both room teachers and admin, or only admin.

How to Use Instant Messaging- Parent Edition

This document outlines how to set up and manage your childcare payment methods in the ChildFriendly parent app, including pre-authorized bank debits and, where allowed, credit card payments.

How to Set Up Auto-Payments- Parent Edition

This guide explains how staff can set up the attendance kiosk on a tablet, and how family members use their unique PIN codes to sign children in (Drop-Off) and out (Pick-Up) at the center.

💡 Note: This feature is optional and only applies to centers that have enabled the Parent Kiosk. Many centers prefer to have staff manage attendance and sign children in directly, rather than having parents use a front-desk tablet.

How to Sign Your Child In and Out of the Center

Your central hub for center-wide notifications and messaging channels. Learn how to distribute mass emails, utilize the shared calendar feature for event scheduling, and manage instant messaging threads between room ECEs, administrators, staff, and families. Plus, review access control settings to understand who can view and participate in instant messaging threads.

Communicate Module Help

Use the Email feature in ChildFriendly to efficiently communicate with staff and families by composing messages, managing recipients with filters, reviewing history, handling delayed emails, and configuring email signatures.

How to Send Emails

This document explains how to use the ChildFriendly Communicate module’s calendar for planning staff events, family events, menu planning and more. We also review how to manage group access, notifications, recurring events, and calendar sharing.

How to Use the Calendar Feature

This document explains how administrators can enable and use instant messaging and announcements within the childcare platform. You will learn how to turn on parent–room staff messaging, view and respond to messages, send new messages to families and staff, apply filters, and create announcements for larger groups.

How to Instant Message- Admin to Staff & Families

As a Room Educator, you can use the instant messaging and announcements features to communicate efficiently with parents, portal members, co-workers, and admin. This process covers how to open and navigate the messaging area, search and filter conversations, compose new messages to individuals or groups, and send announcements to larger audiences.

How to Instant Message- Room ECEs to Admin & Families

This guide provides a clear overview of who can see communications within the instant messaging platform. It is designed to help staff and administrators understand message visibility, group-level oversight, and how access to specific conversation threads is granted or removed based on staff assignments and sign-in status.

Who Can Access Instant Messaging Threads?

Your comprehensive master blueprint for documenting and sharing daily student activities. Learn how to fully navigate the Journal module to create daily logs, share photos and activity updates with families, track child milestones, and send real-time classroom updates directly to parents.

Journal Module Help

Use the ChildFriendly journal module to document children’s daily activities, learning, health, incidents, and other important information, and to share appropriate updates with parents, caregivers, and internal staff.

How to Use the Journal Module- Complete Guide

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