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Settings Tab

Settings Tab

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

B Adrienne Strong avatar Lisa Henkel avatar +1
24 articles in this collection
Written by Brett Neller, Adrienne Strong, Lisa Henkel and 1 other

Self-Scheduled Tours

Drive enrollment by enabling parents to book tours from the comfort of their own home.
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Written by David Weiss
Updated over a week ago

Webinar: Automation with Business Rules

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Written by Adrienne Strong
Updated over a week ago

How to Create and Use Location Groups

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Written by Adrienne Strong
Updated over a week ago

What are Alerts and What Do I Do with Them?

Adrienne Strong avatar
Written by Adrienne Strong
Updated over a week ago

How Do I Add and Manage Staff in ChildCare CRM?

Adrienne Strong avatar
Written by Adrienne Strong
Updated over a week ago

Terminating and Deactivating a Staff Member

Adrienne Strong avatar
Written by Adrienne Strong
Updated over a week ago

Reminders

This article will explain how to utilize the Reminders tab.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

How are Website Inquiries Processed in Childcare CRM?

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Written by Adrienne Strong
Updated over a week ago

How Do I Keep Track of Classroom Openings?

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Written by Adrienne Strong
Updated over a week ago

Scripts

This article will explain how to use the "Scripts" tab.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

Fields

This article will explain how the "Fields" section works.
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Written by Lisa Henkel
Updated over a week ago
Organization Settings

Information Tab

This article will explain how to use the Information tab.
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Written by Lisa Henkel
Updated over a week ago

Age Groups

This article will explain how to use the Age Groups tab.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

Location Settings

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Written by Lisa Henkel
Updated over a week ago

Alert Settings

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Written by Lisa Henkel
Updated over a week ago

Forms

This article will explain the purpose of Forms and how to use them.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

How to Set Up & Use Web Forms

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Written by David Weiss
Updated over a week ago

How to Set Up & Use Client Forms

If your organization has its own online lead form that you’d like to upload data into ChildCareCRM automatically, this article is for you.
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Written by David Weiss
Updated this week
System Settings

Statuses

This article will explain the uses of the Statuses tab.
Lisa Henkel avatar
Written by Lisa Henkel
Updated yesterday

Pick Lists

This article will explain what Pick Lists are for and how to use them.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

Business Rules

This article will explain the usage of Business Rules within the system.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

Task Groups

Optimize your mobile and desktop experiences
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Written by David Weiss
Updated over a week ago
Staff Settings

System Privileges

This article will explain how a user can adjust system privileges for their staff.
Lisa Henkel avatar
Written by Lisa Henkel
Updated over a week ago

Enrollment Teams

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Written by Brett Neller
Updated over a week ago