Getting Started

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

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32 articles in this collection
Written by Matt Casey, Procare Training, Anna Mendoza and 1 other

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

How to set up your school

Written by Anna Mendoza
Updated over a week ago

Returning Schools: Prepare your Account for the Next School Year after Summer Break

Update existing student data, add new students and teachers, send pins and prep for Back to School Night

Written by Anna Mendoza
Updated over a week ago

Students

Assigning Default Rooms to Students

How to assign or change default rooms for students

Written by Procare Training
Updated over a week ago

Add & Edit Student Profiles

Add new students/children to your account

Written by Anna Mendoza
Updated over a week ago

Bulk Upload of Student Data (xls or csv)

Add new students using a csv spreadsheet import

Written by Priya
Updated this week

Add or Link Siblings

Parents can view multiple children in their Parent Portal

Written by Anna Mendoza
Updated over a week ago

Batch Update Student Information

Quickly update rooms, tags, or enrollment with a batch action

Written by Priya
Updated over a week ago

Attach Documents to Student Profiles

Keep your digital records organized

Written by Priya
Updated over a week ago

Immunization Tracking & Reports

Record Immunization Dates for each Student

Written by Priya
Updated over a week ago

Staff / Teachers

Assigning Rooms to Staff

How to assign or change default rooms for staff/teachers

Written by Procare Training
Updated over a week ago

Add, Edit, or Deactivate Staff (Website)

Written by Anna Mendoza
Updated over a week ago

Add, Edit, or Deactivate Staff (App)

Make changes to staff profiles directly from the app

Written by Priya
Updated over a week ago

Create Staff with Generic Emails

Use generic emails for rooms while adding staff separately for clock in-out

Written by Priya
Updated over a week ago

Staff Invites & Sign-Up

How staff will sign up for their Procare account

Written by Priya
Updated over a week ago

Staff Profiles

Edit information for staff and admins

Written by Priya
Updated over a week ago

Managing Staff Access - Permissions

Distinguish between staff and admin accounts

Written by Matt Casey
Updated over a week ago

Add Staff who are also Parents

Create a login for an individual who acts as both staff and parent

Written by Priya
Updated over a week ago

Staff with Multi-School Access

Quickly toggle between school locations/accounts

Written by Anna Mendoza
Updated over a week ago

Parents and Authorized Pickups

Why Invite Parents to Procare?

Are you required to invite parents? What are the benefits?

Written by Priya
Updated over a week ago

Different ways to Invite Parents to Procare

Invite parents to create a Procare account, check their sign-up status

Written by Priya
Updated over a week ago

Add, Edit, or Delete Parents

Manage parent/guardian contact information

Written by Anna Mendoza
Updated over a week ago

Add Authorized Pickups and Carpools

Add non-parent/guardian pickups and connect families that carpool

Written by Anna Mendoza
Updated over a week ago

Rooms & Tags

Add, Edit, or Delete Rooms

Add rooms in the app, add/delete/edit rooms on the website

Written by Anna Mendoza
Updated over a week ago

Managing Tags for Easy Filtering

Create tags to categorize children into different groups, activities, etc.

Written by Anna Mendoza
Updated over a week ago

Getting Started FAQs

Quick Actions

Add commonly used actions for quick and easy access

Written by Procare Training
Updated over a week ago

Compatible Mobile Devices

"Which tablets/smartphone should I use?", hardware requirements, OS version

Written by Priya
Updated over a week ago

Add / Change a Profile Picture

Set a picture for children, parents, and staff

Written by Priya
Updated over a week ago

Filter Students in App

Use tags and rooms to filter student roster

Written by Priya
Updated over a week ago

Student Enrollment Status

What it means when a student is active, on hold, inactive, or graduated

Written by Priya
Updated over a week ago

Parent Sign-Up Process

What steps do parents take when creating a Procare account

Written by Priya
Updated over a week ago

Parent Invitation Email Content

What parents see when you invite them

Written by Priya
Updated over a week ago

Know When a Parent has Signed Up

Quick ways to check if a parent has logged into their Procare account

Written by Priya
Updated over a week ago