Getting Started & Training
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: Role-Based Video Training CoursesWelcome to ChildFriendly! To help your team get up and running smoothly, we have created dedicated, step-by-step video training series hosted on YouTube. This guide explains which training paths your staff members should take based on their roles, how to get the most out of the video lessons, and provides direct links to all official playlist courses.
- How to Log In, Set Up Your Profile & NotificationsThis 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 Get Set Up- OverviewThis overview walks org admins through the Setup module in ChildFriendly, showing how to configure organization-wide and center-specific settings so your team can start using the system efficiently.
- How to Add Admin UsersThis article explains how to add and manage admin users and room staff users in Child Friendly, including assigning roles, configuring access to centers, handling required compliance information, and managing device authorization.
- How to Authorize Shared Educator DevicesDevice 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 Transfer Your Data to ChildFriendlyThis article explains how to perform a one-time bulk import of all your family, student, and staff data into ChildFriendly using CSV templates. You will download the appropriate templates, populate them with your data, and then upload them into the system, ensuring families and students are correctly linked via a shared family email.
- How to Enter Beginning Family Balances when Switching to ChildFriendlyWhen 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 Setup the Attendance Center LayoutThis document explains how to configure and manage the center layout in the ChildFriendly attendance module, including adding spaces, arranging them on the canvas, and finalizing your layout.
- How to Authenticate Your Domain for EmailsThis document explains how to authenticate your custom email domain in the Setup module so that emails are sent from your own domain instead of the default ChildFriendly address.
- How to Introduce ChildFriendly to your Staff & FamiliesImplementing a new childcare management system is smooth when everyone knows what to expect. Follow this 4-step guide to train your team, onboard your families, and launch ChildFriendly successfully.