Please note that you can set up your center through the following steps. You can also use our upload tool to add information about your center(s), families and children, and employees in bulk.
Step 1: Create your company profile
The KinderPass portal allows you to easily create your company profile and add as many locations as you’d like.
Click on the Settings module from the main menu
Click on “Company Profile”
Update and add your company’s information
Click on the “Apply” button to confirm your changes
You can also add a company logo from the “Upload logo” tab
Step 2: Add additional locations
KinderPass has been built to help center owners grow their business and is especially useful for multisite organizations. You can add all your locations in the same timezone as follows:
Click on the Settings module from the main menu
Click on “Company Profile”
Go to the Locations tab, click on the blue “+” button and add information about your location
Click on the “Apply” button to confirm your changes
Repeat steps 3 and 4 for each additional location that you want to add
You can then add each location’s opening hours and holidays in the “Location Days and Hours” tab
You can also specify your fiscal year for each location in the “Fiscal Year” tab
Please note that you can view all locations or select a specific location in the locations drop-down menu at the top of the Dashboard, Classroom, Family, Child, Billing and Employee modules.
Step 3: Add classrooms
With the Classroom module, you can easily manage classrooms, track digital attendance and share activities. To begin, you will have to add classrooms for each location as follows:
Click on the Classroom module from the main menu
Click on the blue “+” button and add information about your classroom (including the room name and the capacity)
When you click on the “Submit” button, the Classroom will be added to a specific location
You can then assign Children and Teachers to each classroom, track their attendance and the live classroom ratios, and add classroom activities (learn more)
Please note that each location will automatically have the following classrooms:
Outing: When your students are out for a walk or outing, you can move them to the Outing classroom.
Playground: You can use the “Playground” classroom to track students and teachers who are in your center’s playground
Unassigned: You can find all the unassigned students and teachers in this classroom to help you know who needs to be assigned to a classroom.
Step 4: Add families and children
With the Family and Child modules, you can register students and manage enrollment, record family information, access each student’s information and synchronize information in real-time. To begin, you can add families and children:
You can add a family by clicking on “Add Family” on the Dashboard or by clicking on “Add Family” in the Family module
Enter the following information: Display Name (this is the tag that will be used for all family members, including the children - you can select the last name or choose your own way to track families), location, email and full name of the primary parent, gender, relationship and status of the family
Click on the “Add Family” button
You can then find all families in the Family Module
To add more details to the Family’s profile, select the family in the Family Module
You can add family members and their information, as well as Notes which will NOT be shared with the family
To add a child to the family, select the “Add Child” button on the top right
Fill out basic information (name, gender, date of birth and start date if available) and click “Add Child”
Step 5: Add employees
Our Employee module allows you to add, manage, and remove employees.
You can add an employee by clicking on “Add Employee” on the Dashboard or by clicking on “Add Employee” in the Employee module
Enter the following information: name of employee, location, occupation, email, gender and hire date
Click on the “Add Employee” button
You can then find all employees in the Employee Module
To add more details to the Employee’s profile, select the employee in the Employee Module
You can add their profile details, salary information, employment history, medical information, certifications and training, and their assigned classroom.
Please note that since we know many types of employees work in a childcare center, we have created the following default user types with specific security permissions:
Owners (for Owners and Executives – multisite and single site)
Operations (for Managers of a region or group of sites)
Administrators (for accountants, analysts and administrators)
Directors (for Directors, Program Advisors and Assistant Directors)
Educators (for educators, teacher assistants, supply staff and others)
Staff (for non-teaching staff)
Parents (for parents and guardians)
Family (for extended family members such as grandparents)
Each occupation falls under one of these user types. You can use these default user types or you can also customize the permissions and access of each employee through the Security Module.
Step 6: Add billing plans and charges
*Coming soon: Our billing module will launch in June.
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