Question 1

What can parents and family members see and do in the portal?

Accepted Answer

Overview

The Parent Portal gives families access to important features like student profiles, payments, attendance, and registration. However, what each person can see or do in the portal depends on whether they are marked as the Primary Member in their ChildFriendly profile and if one of the Other Members also has a Portal Account.

This article outlines the different permission levels for each type of portal user, so your team and families know what to expect based on their role.

TABLE OF CONTENTS What is a Multi-Member vs. Single- Member Portal Account? Single-Member Account- Access of the Primary Member Multi- Member Accounts- Access of the Primary Member Multi- Member Accounts- Access of the Other Members

What is a Multi-Member vs. Single- Member Portal Account?

Q: Room Staff Training: Attendance

<h3 id="overview">Overview</h3> <p>This article provides <strong>training videos</strong> designed to help centers train their room staff on how to <strong>complete and manage attendance</strong> using ChildFriendly. Whether you're new to the platform or need a quick refresher, these resources will walk you through each step of the process, ensuring your team feels confident and accurate when recording daily attendance.</p> <h1 id="tabletcardviewhowtocompleteattendanceinchildfriendly">✅Tablet (Card View): How to Complete Attendance in ChildFriendly</h1> <p>Learn how to use ChildFriendly’s Attendance Cards to check children in and out, monitor room assignments, track staff movement, and support compliance. </p> <p>${youtube}<a href="iNPiDv22sMA"></a></p> <h1 id="tabletcardviewsigninginandoutstudents">✅ Tablet (Card View): Signing In and Out Students</h1> <p>Ensure accurate and reliable attendance tracking for students at your daycare center with ChildFriendly. In this tutorial, we'll guide you through the process of signing students in and out, helping you maintain secure and organized records effortlessly. </p> <p>${youtube}<a href="EA4n0C4NQ5Y"></a></p> <h1 id="tabletcardviewsigninginandoutstaff">✅ Tablet (Card View): Signing In and Out Staff</h1> <p>Learn how to efficiently manage staff attendance with ChildFriendly. This video covers the step-by-step process of signing staff in and out, ensuring accurate records and seamless operations for your daycare center. Simplify your daily tasks and enhance accountability with these easy-to-follow instructions.</p> <p>${youtube}<a href="HaL9ATTbmTI"></a></p>

A Multi-Member Portal Account is created when two or more family members have their own individual login credentials to the ChildFriendly Parent Portal. This may include parents, guardians, or other authorized individuals.

A Single-Member Portal Account means that only the Primary Member has login access, even if other family members are listed on the account.

📌 Important Definition: If only one person has login access, it is not consid

Question 2

Recording a Deposit Manually

Accepted Answer

How to Manually Enter a Deposit in ChildFriendly

While deposits are typically automatically recorded when a parent registers through the online registration form, there may be occasions when an administrator needs to manually record a one-off deposit—especially if the payment was made by e-transfer, cash, or cheque. In such cases, you can follow the steps below:

Step 1: Create the Deposit Entry

Navigate to the Families module and open the Finance tab.
Click the ➕ (Add) button and select Custom Billing.
In the Custom Billing window: -set the Type to Deposit. -set the Counterpart to Credit. -enter the Amount, Date, Description, and any other necessary information. -click Submit.

Step 2: Review the Generated Items

The system will automatically create: -an invoice (positive amount) for the deposit, and -an credit memo (negative amount) for the same amount.
Both will appear in the family's Finance tab as Unassigned.

Step 3: Assign the Deposit Invoice

Locate the invoice (the positive deposit amount).
Change the Assigned To field from Unassigned to the payer (the person p

Question 3

How to Move a Student from the Waitlist to Enrolled

Accepted Answer

Use this guide when you're ready to offer a space to a student on your waitlist. This process walks you through notifying the parent, collecting a deposit, and completing onboarding.

📧 Step 1: Notify the Parent

Navigate to the Waitlist tab.
Click the ✉️ Email button next to the student's name.
Use the email tool to:
- Let the parent know a space is available.
- Share any relevant details (start dates, fees reminder etc)

💡 Tip: Customize the email before sending to include personalized notes or center-specific information.

🔁 Step 2: Move to Onboarding

Back in the Waitlist Dashboard, click the Enroll button.
The student will now appear in your Onboarding Dashboard with a status of Pending.

🗂️ Step 3: Review Pending Registration

From the Onboarding Dashboard, click on the student's name.
Go to the Registration tab.
Review the pending registration details submitted by the parent.

💳 Step 4: (Optional) Request a Deposit

Still in the Registration tab, if you require a deposit before confirming enrollment:
- Click the Charge Deposit button.
- The parent will receive an automated email with a secure payment link.

🧾 The email looks like this:

✅ Step 5: Confirm Enrollment

Still in the Registation tab, when ready to confirm the student's enrollment:
- Click **Regis

Question 4

Introduce ChildFriendly to your Staff & Families

Accepted Answer

To ensure a smooth and successful rollout of ChildFriendly, we have created this Launch Training and Resouce Guide. To begin, we recommend dividing staff training into two focused sessions and then after such training is complete, introduce ChildFriendly to your families.

Step 1: Host an Admin Staff Training Session

Use the linked collection of videos to train your administrative and leadership team. We recommend watching the videos in a meeting together and discussing workflows to ensure a smooth rollout.

Link to Admin Staff Training Video Collection

||| There is a email template in the Appendix of this guide that you can use to announce ChildFriendly to your Admin Team.

Step 2: Host a Room Staff (Educators) Training Session

These videos are designed for room-level staff. We suggest scheduling a team training session so you can watch the videos together and answer any questions.

Link to Room Staff Training Video Collection

||| There is a email template in the Appendix of this guide that you can use to announce ChildFriendly to your Room Educators.

Step 3: Introduce ChildFriendly to your Families

Help families feel confident using the Parent App by announcing the transition in the template provide, which shares our [Parent Orientation Videos.](https://childfriendlypro.crisp.help/en/category/training-p

Question 5

Set Up Written Guide

Accepted Answer

This Getting Started Guide will help you learn how to navigate the platform and complete the one-time setup module for a smooth onboarding experience. This guide details each module in the ChildFriendly system and what each section is used for. Refer to detailed guides and videos for each component.

TABLE OF CONTENTS

Important Notes Before Starting
Set-Up: Organization Details
Center Details
Additional Setup Details: Spaces, Groups, Rates, Programs
Families
Staff
Attendance
Communicate
Finances
Reports

Important Notes Before Starting

Please review the following important notes before you begin the setup process of your new ChildFriendly Pro account.

Tab clarification - If you need clarification as to what any of the items are in the set-up module , click on the question mark beside the term, for a detailed explanation.
Help Videos: Many tabs include helpful "Set Up" videos you can watch for guidance. You can view all of our setup videos in this article.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/154039222698/original/Yjt1wfZKKP1j7T36br2y9jjfZ_KbUSh25g.p

Question 6

Room Staff Training: Attendance

Accepted Answer

Overview

This article provides training videos designed to help centers train their room staff on how to complete and manage attendance using ChildFriendly. Whether you're new to the platform or need a quick refresher, these resources will walk you through each step of the process, ensuring your team feels confident and accurate when recording daily attendance.

✅Tablet (Card View): How to Complete Attendance in ChildFriendly

Learn how to use ChildFriendly’s Attendance Cards to check children in and out, monitor room assignments, track staff movement, and support compliance.

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✅ Tablet (Card View): Signing In and Out Students

Ensure accurate and reliable attendance tracking for students at your daycare center with ChildFriendly. In this tutorial, we'll guide you through the process of signing students in and out, helping you maintain secure and organized records effortlessly.

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✅ Tablet (Card View): Signing In and Out Staff

Learn how to efficiently manage staff attendance with ChildFriendly. This video covers the step-by-step process of signing staff in and out, ensuring accurate records and seamless operations for your daycare center. Simplify your daily tasks and enhance accountability with these easy-to-follow instructions.

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