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Articles on:Set Up Module
ind answers to common questions about your ChildFriendly Set Up Module. Learn how to customize your account and manage settings for each center.

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  • Updating Your Information In Stripe for Credit Card Processing
    If you need to update your bank account, address, business details, or directors, after you have set up your Stripe Account through ChildFriendly, follow the steps outlined in this article.Some readers
  • Setting Up Drop In Programs
    This guide outlines how to create a drop-in fee/rate for students and the procedure to follow when they require drop-in care.Few readers
  • Adding Staff Users to ChildFriendly
    Learn how to add and manage user account in ChildFriendly! Learn how to navigate the Users area; add admin-level staff; understand the different admin roles; manage staff lists across multiple center locations; and reset staff passwords and update user details when required.Few readers
  • How to Filter for Supplementary Fees & View Reports
    how to filter for supplementary fees in childfriendlypro and how to download supplementary fee reports.Few readers
  • How to Add a Catalog Item
    Learn how to add catalog items to ChildFriendly. How to create new custom line items (e.g., field trips, tuition adjustments); how to adjust pricing for default fees (like merchant fees and chargebacks); and how to easily add and manage catalog items for quick selection when billing.Few readers
  • How to Set Up Ratios for Your Center
    Learn how to set up staff-to-child ratios ChildFriendly, in compliance with your provincial or state regulations. Learn how to create and customize ratios by age group, license type, and group size. You will also understand how the system automatically monitors staff-to-child ratios and provides alerts when limits are exceeded.Few readers
  • How Programs Work & are Set Up
    Learn how ChildFriendly programs work, how to add new childcare programs to the app, and how to connect these programs to age ratios, groups and rates. Programs are the comprehensive childcare plans which combine rates, groups, and scheduling for student registration. Programs are simply what parents will register into and they drive what options are available for them via the Online Registration form. Programs let our SMART registration system know what proposals to make, when parents can enroll, and how much it costs to register.Some readers
  • How Groups Work & their Set Up
    The Groups tab found in Set Up, lets you organize children into small classes or cohorts used for program registration, to define program licensed capacity, and to move across center spaces. You can select which age groups of students can be grouped together and who can be placed in each Group. During the registration process, you will then select the group the child is being signed up for. Students can only be registered into groups if they fall within the defined age ranges specified in this section.Some readers
  • How to Add Rates
    Learn how to add rates for your center to ChildfFriendly. Rates are applied to registrations and determine how much a child will be automatically charged on their automatic tuition billing.Few readers
  • How to Automate Rate Rollovers
    Learn how to setup rate rollovers in childfriendly. In this guide, learn how to automate rate rollovers for your center. You will learn how to set up the automatic rate rollovers for your renters tuition rate, as the child ages up.Few readers
  • How to Add a Supplementary Fee (for a Meal Service)
    Learn how ChildFriendly lets you add a supplementary fee adjustment for an item such as a meal service. Learn how to add an Adjustment for a meal service or any other supplementary fees, and how to determine the sponsor or parent that pays for the fee.Few readers
  • How to Archive, Delete, or Restore Rates
    Learn how to restore and delete childcare rates in ChildFriendly, and how to restore archived childcare rates.Few readers
  • How to Set Up Adjustments - Discounts and Added Fees
    How to setup adjustments in ChildFriendly. How to add adjustments such as staff discounts, or additional fees, for parents, on a regular recurring basis.Few readers
  • How to Add Sponsors
    Sponsors in ChildFriendly is used to add any financial sponsors who are not a part of any family, but are a third party that will be paying fees on behalf of a child. These sponsors can be assigned to billings for families and invoiced automatically for an allocated percentage or amount of the child's monthly tuition. Ex: Government Subsidy Programs. Learn how to add third-party payers (e.g., city programs or family services) who cover a child’s tuition, as well as assign sponsor information—like names and email addresses—within the platform. Once sponsors are set up, you can then enable them for auto-invoicing or link them to billings for easy payment tracking.Few readers
  • How to Add a Task
    Tasks In ChildFriendly are used to allocate hours for staff. Learn how to create custom tasks to track staff labor hours and responsibilities; how to associate specific tasks (like childcare or cleaning) with individual rooms for simplified time-tracking; and how to add new tasks in just a few clicks, ensuring accurate reporting when staff sign in and out.Few readers
  • Adding Locations
    The Locations tab in ChildFriendly is used to set up any locations that your organization will transport children to and from. These are normally schools for before and after school care programs. These locations will be used later in setup to set transport groups for children to be put in. In this video training, learn how to add new locations (like schools) for pick-up and drop-off within the system, as well as specify each location’s details, including name and type (School or Other).Few readers

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