Overview

This article outlines the step-by-step process for centers choosing ChildFriendly’s Full-Service Onboarding option. If you’ve opted for this guided approach, your dedicated Onboarding Specialist will walk you through each phase of the setup — from initial configuration to training and launch support.

Inside, you’ll find an overview of the key milestones, meetings, and tasks involved, along with a sample timeline that you and your Onboarding Specialist will customize together. This roadmap ensures you stay on track and feel fully supported every step of the way as you prepare to go live with ChildFriendly.

✅ Phase 1: Kick Off & Set Up

This phase lays the foundation for a successful onboarding. You’ll meet your dedicated Onboarding Specialist to review the project plan and timelines. Together, you’ll go over your goals, complete an in-depth walkthrough of your operational needs, and begin gathering the necessary data and documentation.

Key Activities:
Kick Off Meeting (joint session)
Submit General Information Checklist
Walkthrough/Data Meeting (joint session)
Submit completed Data Migration & Account Hook-Up Checklists

✅ Phase 2: Orientation & Training

In this phase, we ensure you're confident using the platform. After your system is set up, we’ll walk you through a final review and provide tools for training your team and communicating with families. The focus is on equipping your staff with the knowledge they need for a successful rollout.

Key Activities:
Final Orientation Meeting (joint session)
Client-led training of staff
Communication and onboarding rollout to families

✅ Phase 3: Go Live

The final phase! Your system is ready, your team is trained, and you’re fully prepared to go live. During this phase, you’ll begin using the platform in real time with ongoing access to support as needed.

Key Activities:
Official go-live date
Ongoing access to support for launch week and beyond

Updated on: 19/05/2025