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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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34 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
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
Written by
Matt
Updated over a week ago
Bulk Upload of Student Data (xls or csv)
Add new students using a csv spreadsheet import
Written by
Matt
Updated over a week ago
Add or Link Siblings
Parents can view multiple children in their Parent Portal
Written by
Matt
Updated over a week ago
Batch Update Student Information
Quickly update rooms, tags, or enrollment with a batch action
Written by
Matt
Updated over a week ago
Attach Documents to Student Profiles
Keep your digital records organized
Written by
Matt
Updated over a week ago
Immunization Tracking & Reports
Record Immunization Dates for each Student
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)
Written by
Matt
Updated over a week ago
Add, Edit, or Deactivate Staff (App)
Make changes to staff profiles directly from the app
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
Written by
Matt
Updated over a week ago
Staff Invites & Sign-Up
How staff will sign up for their Procare account
Written by
Matt
Updated over a week ago
Staff Profiles
Edit information for staff and admins
Written by
Matt
Updated over a week ago
Managing Staff Access - Permissions
Distinguish between staff and admin accounts
Written by
Matt
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
Matt
Updated over a week ago
Staff with Multi-School Access
Quickly toggle between school locations/accounts
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?
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
Written by
Matt
Updated over a week ago
Add, Edit, or Delete Parents
Manage parent/guardian contact information
Written by
Matt
Updated over a week ago
Add Authorized Pickups and Carpools
Add non-parent/guardian pickups and connect families that carpool
Written by
Matt
Updated over a week ago
Rooms & Tags
Add, Edit, or Delete Rooms (Web)
Add, edit, or delete rooms from the website.
Written by
Matt
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.
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
Written by
Matt
Updated over a week ago
Add / Change a Profile Picture
Set a picture for children, parents, and staff
Written by
Matt
Updated over a week ago
Filter Students in App
Use tags and rooms to filter student roster
Written by
Matt
Updated over a week ago
Student Enrollment Status
What it means when a student is active, on hold, inactive, or graduated
Written by
Matt
Updated over a week ago
Parent Sign-Up Process
What steps do parents take when creating a Procare account
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