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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
Brett Neller
and
Teddy Hook
Webinar: Automation with Business Rules
Written by
Teddy Hook
Updated over a week ago
How to Create and Use Location Groups
Written by
Teddy Hook
Updated over a week ago
What are Alerts and What Do I Do with Them?
Written by
Teddy Hook
Updated over a week ago
How Do I Add and Manage Staff in ChildCareCRM?
This article explains the process to add and manage staff in your CRM.
Written by
Teddy Hook
Updated over a week ago
Terminating and Deactivating a Staff Member
Written by
Teddy Hook
Updated over a week ago
Reminders
This article will explain how to utilize the Reminders tab.
Written by
Teddy Hook
Updated over a week ago
How are Website Inquiries Processed in Childcare CRM?
Written by
Teddy Hook
Updated over a week ago
How Do I Keep Track of Classroom Openings?
Written by
Teddy Hook
Updated over a week ago
Scripts
This article will explain how to use the "Scripts" tab.
Written by
Teddy Hook
Updated over a week ago
Fields
This article will explain how the "Fields" section works.
Written by
Teddy Hook
Updated over a week ago
Organization Settings
Information Tab
This article will explain how to use the Information tab.
Written by
Teddy Hook
Updated over a week ago
Age Groups
This article will explain how to use the Age Groups tab.
Written by
Teddy Hook
Updated over a week ago
Location Settings
Written by
Teddy Hook
Updated over a week ago
Alert Settings
Written by
Teddy Hook
Updated over a week ago
Forms
This article will explain the purpose of Forms and how to use them.
Written by
Teddy Hook
Updated over a week ago
How to Set Up & Use Web Forms
Written by
Teddy Hook
Updated over a week ago
How to Set Up & Use Client Forms (Website Integration)
If your organization has its own online lead form that you’d like to upload data into ChildCareCRM automatically, this article is for you.
Written by
Teddy Hook
Updated over a week ago
System Settings
Statuses
This article will explain the uses of the Statuses tab.
Written by
Teddy Hook
Updated over a week ago
Pick Lists
This article will explain what Pick Lists are for and how to use them.
Written by
Teddy Hook
Updated over a week ago
Business Rules
This article will explain the usage of Business Rules within the system.
Written by
Teddy Hook
Updated over a week ago
Task Groups
Optimize your mobile and desktop experiences
Written by
Teddy Hook
Updated over a week ago
Staff Settings
System Privileges
This article will explain how a user can adjust system privileges for their staff.
Written by
Teddy Hook
Updated over a week ago
Enrollment Teams
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Written by
Brett Neller
Updated over a week ago
Extra Settings
Enrollment Centers Setup Guide
All the steps you need for initial Enrollment Center setup
Written by
Teddy Hook
Updated over a week ago
Self-Scheduled Tours
Drive enrollment by enabling parents to book tours from the comfort of their own home.
Written by
Teddy Hook
Updated over a week ago