Families Module & Registration
Your central hub for roster management and enrollment workflows. Learn how to navigate the Families module, manually add child and family profiles, upload photos, filter current families, and update primary account members. Plus, get step-by-step guides on customizing online registration forms with custom questions, finding your shareable registration link, managing your waitlist, and setting up drop-in programs.
- How to Navigate the Families ModuleThis document provides a concise orientation to the Families module, explaining each column, how to use filters, and how to quickly check registration, onboarding, and financial compliance for children and their families.
- How to Manually Add Child and Family MembersThis document explains how to add a new family, manage family member profiles and approve parent‑submitted information changes in ChildFriendly.
- How to Complete the Registration ProcessIn this guide, you’ll see exactly what parents experience when they register a child online, and how you then confirm and manage that registration in your system. This helps you keep enrollments organized, payments set up, and children smoothly moved into the right rooms and programs without extra manual work.
- How to Add and Edit a Registration RecordIn this guide, you’ll learn how to review a child’s pending registration, confirm their spot, handle deposits or waitlists, and see how their future program moves and rates are planned. This will help you quickly move families from “applied” to “ready for their first day,” even when you’ve got little ones keeping you busy.
- How to Add or Remove Children from the WaitlistIn this guide, you’ll learn how to quickly move children between your Onboarding Enrollment list and your Waitlist. This will help you stay organized and keep track of who’s waiting for a spot, even on your busiest days.
- How to Create and Administer Drop-In ProgramsThis guide outlines how to create a drop-in fee/rate for students and the procedure to follow when they require drop-in care.
- How to Find the Registration Link to Share on Your WebsiteThis process explains how to locate the registration form for your center, and then either embed it on your website or share it directly with families via a link.
- How to Filter the Families Tab to Show Only Current FamiliesThis document explains how to use the Status filter in the Families module to display only current students, as well as how to filter by other status options such as Pending or Future.
- How to Change the Primary Portal Member on a Family AccountThis process explains how a center admin can change which family member is set as the primary portal member in a family’s profile. The primary portal member is typically the parent or guardian who first registered the child and is responsible for receiving and managing key notifications.
- How to Add Custom Questions to Online Registration FormChildFriendly Pro allows you to tailor your registration process by adding specific questions that are in addition to the preset form. This feature ensures you collect the exact data needed for your center’s operations, from dietary needs to regional compliance requirements. By using a variety of formats like dropdowns and multiple choice, you can streamline the parent experience while maintaining organized, audit-ready records.
- How to Upload Children's Photos (Admin & Parent View)This document explains how parents (and admins using a parent view) can upload and add a child’s photo to their profile, using either a computer or a phone.
- How to Use Vaccine TrackingIn this guide, you’ll learn how to turn on and use vaccine tracking in ChildFriendly so you always know which children are up to date, overdue, or missing information. You’ll also see how the system helps parents share documents and how you can quickly check what’s coming due, so you stay organized even on your busiest days.