Overview

This section includes a collection of short, focused videos to walk you through each tab in the Set Up Module of ChildFriendly. Whether you’re configuring your center details, managing programs and fees, or setting up payment options, these videos are here to guide you step by step. Perfect for new admins or anyone needing a quick refresher, this is your go-to resource for getting every part of your system set up with confidence.

TABLE OF CONTENTS

Section 1: Setting Up Organization Sub-Tabs

• Set Up Locations
• Set Up Sponsors
• Set Up Adjustments
• Add a Supplemental Meal Service Fee
• How to Filter for Supplemental Fees & View Reports
• Set Up Tasks
• Set Up Catalog
• Set Up Users

Section 2: Setting Up Spaces, Rates, Groups & Program Tabs

• Set Up Spaces
• Set Up Groups
• Set Up Rates
• Automate Rate Rollovers
• Archive, Delete, or Restore a Rate
• Set Up Programs

Section 1: Setting Up Organization Sub-Tabs

The videos below will guide you through setting up each of the sub-tabs under the Organization section, as shown in the image below.

✅Set Up- Locations

Welcome to ChildFriendly’s step-by-step guide to setting up locations for your center. Learn how to add, manage, and remove pick-up and drop-off locations to support your organization’s transportation needs.

✅Set Up- Sponsors

Welcome to ChildFriendly’s tutorial on setting up sponsors for your organization. Learn how to add third-party payers, assign sponsor details, and link them to billing for seamless invoicing and payment tracking.

✅Set Up- Adjustments

Welcome to ChildFriendly’s tutorial on setting up Adjustments for your organization. Learn how to add automated discounts or automated supplimental fees and other adjustments to your families billings each period.

✅Set Up- Adding a Supplimental Meal Service Fee

Welcome to ChildFriendly’s quick-start guide to setting up a Meal Service and it's associated fee.

✅Set Up- How to Filter for Supplemental Fees & View Reports

Welcome to ChildFriendly's quick-start guide on how to filter for supplemental fees and how to view supplemental fee reports.

✅Set Up- Tasks

Welcome to ChildFriendly’s quick-start guide to setting up staff tasks at the organization level. Learn how to create, assign, and track tasks across rooms for accurate time-tracking and reporting.

✅Set Up- Catalog

Welcome to ChildFriendly’s tutorial on setting up catalog items. In this video, you'll learn how to create and manage custom line items, adjust default fees, and streamline your billing process to fit your center’s needs.

✅Set Up- Users

Welcome to ChildFriendly’s step-by-step guide on adding and managing user accounts. Learn how to create admin users, assign roles and permissions, manage staff across locations, and keep your team organized and secure.

Section 2: Setting Up Spaces, Rates, Groups & Program Tabs

The videos below will guide you through setting up each of the Spaces, Rates, Groups and Programs tabs, as shown in the image below.

✅Set Up- Spaces

Welcome to ChildFriendly’s tutorial on setting up Spaces. Create and label physical areas like classrooms, gyms, and playgrounds to accurately track where children and staff are throughout the day.

✅Set Up- Groups

Welcome to ChildFriendly’s tutorial on setting up Groups. Learn how to organize children into cohorts for registration purposes and to simplify attendance tracking, ratio monitoring, and staff assignments.

✅Set Up- Rates

Welcome to ChildFriendly’s tutorial on setting up Rates. Learn how to customize and manage tuition or drop-in fees by program, age group, or schedule to support flexible billing that matches your center’s structure.

✅Automate Rate Rollovers

Learn how to set up automatic Rate Rollovers in ChildFriendly to seamlessly update tuition rates as children age or when new fee structures take effect.

✅Archive, Delete and Restore Rates

Learn how to archive, restore, and delete Rates right from your ChildFriendly dashboard. Whether you need to retire last year’s rates, undo a mistaken archive, or clean up unused rates, we’ll walk you through every click.

✅Set Up- Programs

Welcome to ChildFriendly’s tutorial on setting up Programs. Discover how to create and manage different care offerings, link them to billing and schedules, and keep your center’s services clearly structured.

Updated on: 02/07/2025