Go to ChildcareCRM

Advice and answers from the ChildcareCRM Team

Release Notes

View our most recent Release Notes here

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43 articles in this collection
Written by David Weiss, Teddy Hook, Lisa Henkel and 2 others

Getting Started Tips

This article will describe basic information on getting started with CRM.

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12 articles in this collection
Written by David Weiss, Lisa Henkel, and Teddy Hook

Managing Leads & Children

This section provides core information about how to use ChildCareCRM

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25 articles in this collection
Written by David Weiss, Lisa Henkel, and Brett Neller

Home Tab

This section will outline everything you need to know about the homepage on the ChildCareCRM system.

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15 articles in this collection
Written by Lisa Henkel, David Weiss, Teddy Hook and 1 other

Marketing Tab

This section will outline how to utilize the Marketing section within the ChildCareCRM system.

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15 articles in this collection
Written by Brett Neller, David Weiss, Teddy Hook and 1 other

Reports Tab

This section will outline how reports are used within the ChildCareCRM system.

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42 articles in this collection
Written by Lisa Henkel, Teddy Hook, and David Weiss

Archive Tab

This section will outline how you can utilize the Archive tab within the ChildCareCRM System.

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1 article in this collection
Written by Lisa Henkel

Settings Tab

This section will help you learn how to utilize the Settings tab within the ChildCareCRM system.

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25 articles in this collection
Written by Lisa Henkel, David Weiss, Brett Neller and 1 other

Integration Help

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11 articles in this collection
Written by Teddy Hook, Mitchell Loft, David Weiss and 1 other

Other Important Stuff

Useful articles that don't fit anywhere else

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6 articles in this collection
Written by David Weiss, Teddy Hook, and Lisa Henkel

CRM & CRM+

Help documents relating to the newest user interface for CRM & CRM+

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29 articles in this collection
Written by David Weiss, Teddy Hook, and Mitchell Loft

CRM+ User Training & Deep Dive Video Recordings

Here you can find recordings of the biweekly CRM+ User Training and Deep Dive sessions. It's a great place to get answers to your CRM+ questions and learn how to…

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13 articles in this collection
Written by Adrianna Lacarra

ChildcareFORMS

This collection of articles helps provide documentation around our ChildcareFORMS product

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4 articles in this collection
Written by Teddy Hook