Set Up Tab Video Guides Overview

Modified on Mon, Apr 7 at 3:30 PM

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.

EXPLAINER VIDEOS: Set Up- Organization Sub Tabs

✅ Set Up- Catalog Tab

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- 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- 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- 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- 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.

NOTE: We're still building! Additional setup videos will be added soon—check back regularly.

Was this article helpful?