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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

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Written by Teddy Hook
Updated over a week ago

How to Create and Use Location Groups

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Written by Teddy Hook
Updated over a week ago

What are Alerts and What Do I Do with Them?

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Written by Teddy Hook
Updated over a week ago

How Do I Add and Manage Staff in ChildCare CRM?

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Written by Teddy Hook
Updated over a week ago

Terminating and Deactivating a Staff Member

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Written by Teddy Hook
Updated over a week ago

Reminders

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

How are Website Inquiries Processed in Childcare CRM?

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Written by Teddy Hook
Updated over a week ago

How Do I Keep Track of Classroom Openings?

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Written by Teddy Hook
Updated over a week ago

Scripts

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

Business Rules

This article will explain the usage of Business Rules within the system.
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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.
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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