Help & Training

Learn Your Child Care CRM

Follow our step-by-step video walkthroughs to learn how to manage parents, tours, enrollment, and conversations. Choose Desktop or Mobile App based on the device you're using.

1. Choose a Tutorial Select the task you'd like to learn.
2. Select Your Device Choose Desktop or Mobile App.
3. Jump to Any Step Use timestamps to skip directly to a topic.
Step-by-Step Training

Video Walkthroughs

Select a topic below to start learning.

How are you accessing your CRM? Choose the walkthrough that matches your device.
I'm using
This video hasn't been added yet.
Desktop Walkthrough
8:14
Some tools are located differently on Desktop and the Mobile App. Choose the device you're currently using.
Choose your device Follow the Desktop or Mobile walkthrough.
I'm using
This video hasn't been added yet.
Desktop Walkthrough
6:48
Choose your device Pipeline controls differ slightly between Desktop and Mobile.
I'm using
This video hasn't been added yet.
Desktop Walkthrough
7:42
Choose your device See how tours work from Desktop or Mobile.
I'm using
This video hasn't been added yet.
Desktop Walkthrough
5:42
Choose your device Follow up with parents from Desktop or the Mobile App.
I'm using
This video hasn't been added yet.
Desktop Walkthrough
6:15

Still need a little help?

Can't find what you're looking for? Our Child Care Web Design team is here to help you get the most out of your CRM.

Contact Our Team →