Help & Training

Learn Your Child Care CRM

Follow our step-by-step walkthroughs to learn how to manage parents, tours, enrollment, and conversations. Choose Desktop or Mobile App depending on how you're accessing your CRM.

1. Choose a Tutorial Select what you'd like to learn.
2. Select Your Device Follow along on Desktop or Mobile.
3. Jump to Any Step Use timestamps to find what you need.
Step-by-Step Training

Video Walkthroughs

Click a topic below to start learning.

How are you accessing your CRM? Choose the walkthrough that matches your device.
I'm using:
Desktop Walkthrough
8:14
The location of some tools can differ between Desktop and the Mobile App. Choose the device you're currently using above.
Choose your device Follow the steps on Desktop or Mobile.
I'm using:
Desktop Walkthrough
6:48
Choose your device The pipeline layout differs slightly between Desktop and Mobile.
I'm using:
Desktop Walkthrough
7:42
Choose your device See how tours work on Desktop or Mobile.
I'm using:
Desktop Walkthrough
5:42
Choose your device Follow up with parents from anywhere.
I'm using:
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