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Kindertales Knowledge Base
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Enroll a child
Meal Planning
Meal Planning - Part 1 - Overview
Meal Planning - Part 2 - Settings
Meal Planning - Part 3 - Menu Management
Meal Planning - Part 4 - Meal Planner
Meal Planning - Part 5 - Enrollment Form Dietary Restrictions
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Getting Started
How to add a Program
How to add Classrooms and Common Areas
How to add a Staff Member
Creating, Editing, and Activating Custom Forms
How to create a new Inquiry entry in the CRM
View All 37
Account Set Up
How to add a Program
Automatically add Enrollment Fees during program sign-up
Entering Corporate Information
User Features
Billing
How to add your bank account to receive settlements
How to apply an Individual Charge
How to create a One Time Credit
How to configure Debit Types
How to add a Subsidy
View All 27
Enrollment
Enrollment Process of Children
How to turn on Outbound Communication and send out the Parent Welcome Notification
How to add Profile Tags to a Child
How to upload Documents to a Child Profile
How to create a custom Inquiry Form
View All 26
CRM
How to create a new Inquiry entry in the CRM
How to enroll a child from the CRM
Communicate with family in Inquiry Manager / CRM
How to schedule a tour for a CRM entry
How to add a CRM entry to the Waitlist
View All 15
Classroom
How to check in as a staff member (Classroom app)
How to check out as a staff member (Classroom app)
How staff request adjustments to Check-In and Out times
Quick links on teacher dashboard (Classroom App)
How to review the child's daily summary
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Child Management
Review a child’s Immunization tracking
Identify and monitor availability in rooms based on attendance and ratios
End Care for a Child
Forecast into future dates to see available space in rooms
Review child’s “Billing Dashboard”
View All 17
Classroom Management
Identify and monitor availability in rooms based on attendance and ratios
Compose a Message
Quick links on teacher dashboard (Classroom App)
What does the main menu offer (Classroom App)
Enrollment Management
End Care for a Child
Forecast into future dates to see available space in rooms
How to Enroll a Child from the Pending Enrollment Tab
Reports
Run Transaction Report
Create and lock Subsidy Ledger
Report saving and scheduling
Staff Time Card Report
Messages
Compose a Message
How To Review Sent Message Statistics
Create custom email template
Parent Resources
How to print payment history
How to Share Access to Kindertales with Family and Friends
Adding and Verifying Your Bank Account
How to Manually Pay for a Charge
Contactless Check-In & Out Process for Children
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Settings
How to turn Outbound Communications on and off
How to Review and edit Holiday Calendar
How to enable and manage your Firewall
How to Customize Required Immunizations
User Features
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Enroll a child