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Settings Tab
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,
Lisa Henkel,
David Weiss
and 1 other
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 ChildCare 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
Lisa Henkel
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
Lisa Henkel
Updated over a week ago
Fields
This article will explain how the "Fields" section works.
Written by
Lisa Henkel
Updated over a week ago
Organization Settings
Information Tab
This article will explain how to use the Information tab.
Written by
Lisa Henkel
Updated over a week ago
Age Groups
This article will explain how to use the Age Groups tab.
Written by
Lisa Henkel
Updated over a week ago
Location Settings
Written by
Lisa Henkel
Updated over a week ago
Alert Settings
Written by
Lisa Henkel
Updated over a week ago
Forms
This article will explain the purpose of Forms and how to use them.
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 (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.
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Written by
David Weiss
Updated over a week ago
System Settings
Statuses
This article will explain the uses of the Statuses tab.
Written by
Lisa Henkel
Updated over a week ago
Pick Lists
This article will explain what Pick Lists are for and how to use them.
Written by
Lisa Henkel
Updated over a week ago
Business Rules
This article will explain the usage of Business Rules within the system.
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.
Written by
Lisa Henkel
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
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Written by
David Weiss
Updated over a week ago
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