Family Data Training Series

Part 1: Adding a Family

What you'll learn in this video:

How to get around the Family Data module and add new families including parents (payers), children, emergency contacts, authorized pickups, and more.

Part 2: Configure Classrooms & More

What you'll learn in this video:

How to configure overall settings for the Family Data module including enrollment statuses, classroom names, and more.

Part 3: Scheduling Children

What you'll learn in this video:

How to set basic schedules for children. For more details there is a separate webinar series focused exclusively on scheduling.

Part 4: Functions Menu

What you'll learn in this video:

Learn about time-saving functions to apply settings to many children or families at once, such as sending a text message to many families or changing the enrollment status for a group of children.

Part 5: Divorced Parents and Split Accounts

What you'll learn in this video:

How to split an account so divorced parents each have their own account and may pay separately for the same child(ren).

Part 6: Family Data Reports

What you'll learn in this video:

Get an overview of reports with parent and child information, enrollment reports, immunizations, roll call sheets, and more.