Family

The Family > Grade Change screen is used to change the grade level for multiple children at one time. The current grade level of a child is displayed on the Children tab within the family record. Best Practice: If updating multiple grades, updat...

Batch enroll/edit allows users the ability to add or edit schedules for multiple children at a time. From the family drop down menu select the Batch Enroll/Edit option- Select the search criteria for the children you want to display, if yo...

Campaigns allow sites to track activities related to particular marketing efforts. From the Family menu option, select the Campaigns option. To add a new campaign select the actions menu, then select Add New Campaign. Enter the below d...

Lead Management allows centers to track potential family activity within the system before the family record is created. View Current Leads * Click Family, then select Lead Management * All Pending families will display under the Lead and ...

Adding an Activity Once a family has been added and saved on the Lead Management page, an Activity section will appear. Activities allow users to track interactions with families prior to a student being accepted into the center. To add a new acti...

From the Family > Lead Management screen, new leads can be added. Leads are potential families that are interested in signing up for programs or events. Leads can be added manually from the admin side, or through a lead page that is setup by Procare...

The Family Tab within the Family Record displays basic family information and allows administrators the ability to add reporting groups, track family status and basic settings. Please Note: After updating anything on this screen, be sure to save...