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Getting Started

Getting Started

Start here to set up your school; add children, staff, rooms and tags

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36 articles in this collection
Written by Matt and Procare Training

Getting Started Guide: First Steps to Setting up your School Account in Procare

How to set up your school
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Written by Matt
Updated over a week ago

Dashboard: Live Room Status

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Written by Procare Training
Updated over a week ago
Students

Assigning Default Rooms to Students

How to assign or change default rooms for students
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Written by Procare Training
Updated over a week ago

Add & Edit Student Profiles

Add new students/children to your account
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Written by Matt
Updated over a week ago

Bulk Upload of Student Data (xls or csv)

Add new students using a csv spreadsheet import
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Written by Matt
Updated over a week ago

Add or Link Siblings

Parents can view multiple children in their Parent Portal
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Written by Matt
Updated over a week ago

Batch Update Student Information

Quickly update rooms, tags, or enrollment with a batch action
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Written by Matt
Updated over a week ago

Attach Documents to Student Profiles

Keep your digital records organized
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Written by Matt
Updated over a week ago

Immunization Tracking & Reports

Record Immunization Dates for each Student
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Written by Matt
Updated over a week ago
Staff / Teachers

Assigning Rooms to Staff

How to assign or change default rooms for staff/teachers
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Written by Procare Training
Updated over a week ago

Add, Edit, or Deactivate Staff (Website)

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Written by Matt
Updated over a week ago

Add, Edit, or Deactivate Staff (App)

Make changes to staff profiles directly from the app
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Written by Matt
Updated over a week ago

Create Staff with Generic Emails

Use generic emails for rooms while adding staff separately for clock in-out
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Written by Matt
Updated over a week ago

Staff Scheduling

Keep track of your staffing needs and assignments via Staff Scheduling
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Written by Procare Training
Updated over a week ago

Staff Invites & Sign-Up

How staff will sign up for their Procare account
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Written by Matt
Updated over a week ago

Staff Profiles

Edit information for staff and admins
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Written by Matt
Updated over a week ago

Managing Staff Access - Roles & Permissions

Distinguish between admin and non-admin accounts
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Written by Procare Training
Updated over a week ago

Add Staff who are also Parents

Create a login for an individual who acts as both staff and parent
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Written by Matt
Updated over a week ago

Staff with Multi-School Access

Quickly toggle between school locations/accounts
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Written by Matt
Updated over a week ago
Parents and Authorized Pickups

Why Invite Parents to Procare?

Are you required to invite parents? What are the benefits?
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Written by Matt
Updated over a week ago

Inviting Parents to Procare

Invite parents to create a Procare account and check their sign-up status
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Written by Matt
Updated over a week ago

Add, Edit, or Delete Parents

Manage parent/guardian contact information
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Written by Matt
Updated over a week ago

Add Authorized Pickups and Carpools

Add non-parent/guardian pickups and connect families that carpool
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Written by Matt
Updated over a week ago
Rooms & Tags

Add, Edit, or Delete Rooms (Web)

Add, edit, or delete rooms from the website.
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Written by Matt
Updated over a week ago

Programs & Insights Overview

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Written by Procare Training
Updated over a week ago

Add, Edit, or Delete Rooms (in App)

Add, edit, or delete rooms from the app.
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Written by Procare Training
Updated over a week ago

Enabling the Activity Dashboard

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Written by Procare Training
Updated over a week ago

Viewing the Activity Dashboard

Use the Infant Activity Dashboard to view bottle, diaper, and nap activity histories.
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Written by Procare Training
Updated over a week ago

Managing Tags for Easy Filtering

Create tags to categorize children into different groups, activities, etc.
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Written by Matt
Updated over a week ago
Getting Started FAQs

Quick Actions

Add commonly used actions for quick and easy access
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Written by Procare Training
Updated over a week ago

Compatible Mobile Devices

"Which tablets/smartphone should I use?", hardware requirements, OS version
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Written by Matt
Updated over a week ago

Add / Change a Profile Picture

Set a picture for children, parents, and staff
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Written by Matt
Updated over a week ago

Filter Students in App

Use tags and rooms to filter student roster
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Written by Matt
Updated over a week ago

Student Enrollment Status

What it means when a student is active, on hold, inactive, or graduated
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Written by Matt
Updated over a week ago

Parent Sign-Up Process

What steps do parents take when creating a Procare account
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Written by Matt
Updated over a week ago

Know When a Parent has Signed Up

How to check if a parent has signed up for a Procare account
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Written by Procare Training
Updated over a week ago