Solutions and Support for Childcare Management

Managing your roster 7

• Adding a New Child to your Site
• Adding a SIBLING to your center
• Transferring Children (CLONE) - Adding Existing Child to Another Provider Site or Program
• Changing STATUS on a single child or multiple children
• Changing GROUP on a single child or multiple children

View all 7

Parent Accounts 4

• Parent Unable to Login at the Parent Portal
• Identify CURRENT parent account Email and status
• Add/Change Parent Email before an account is created
• Managing custody changes

Provider Forms 7

• Differences between Request, Remind or Invite
• Requesting Enrollment Forms Packet
• Requesting an Individual Form
• How to ensure a successful form's request every time!
• View/Print Forms

View all 7

Message Templates 3

• Overview: Info and Emergency Messages, Form Requests and Reminders
• Creating and Editing Message Templates
• SMS Text Messages

SMS/Txt Option 0

Auto Reminders and Physical Exam Assistant 2

• Set Up Auto Reminders
• Physical Exam Assistant

Sending Messages 6

• Send Info and Emergency Messages
• Send Request Messages
• Send Reminder Messages
• Send Messages to Staff Admins and Teachers
• Archived Messages: View SENT Request or Reminder Messages

View all 6

Administrator Reports 4

• Children's Record Checklist
• Attendance Tracker
• Reports
• Reporting for multi site programs

Teacher Reports 1

• ALLERGIES-DIET Report

Administrators 4

• Differences between Admin, Teacher and Staff
• Add & Invite New Admin to a Provider Site
• View all Admins within a Network or Region
• Permits: Giving access to multiple sites within a network

Teachers 2

• Overview - Teacher Mode
• Add New Teachers to a Provider Site

Staff Management 5

• Adding Staff members to your center
• Staff Form Request for Admins, Teachers, and Staff
• Filling out your staff forms
• Uploading Staff documents from mobile device
• Staff Records Checklist

Support for Parents 12

• FAQ - Frequently Asked Questions
• Login and Password Reset
• Add/Change Parent Email after an account has been created
• Mobile - Submitting Forms
• Mobile - Uploading a Scanned Document such as Physical Exam

View all 12

2 Factor Authentication 1

• About 2-Factor Authentication

Standards 3

• Use the Date Picker
• UpBup Layout
• Tracking actions with ACTIVITY dashboard

UpBup Definitions 2

• Definitions: 'Status'
• Definitions: Messaging #PlaceHolders#

Parent Help 5

• Eligibility Applications
• Application and Payment
• Application Request For Ruffin Ridley Extended Day Program
• Application - Somerville YMCA Summer Programs
• Application - Somerville YMCA School Year (OST) Programs

Managing applicants 5

• Inquiries Dashboard
• Proxy access
• Eligibility and Placement
• Placement dashboard
• Managing different types of applications

Provider 1

• Placed by Hub Dashboard

Managing centers and administrators 2

• Adding and Removing centers/programs to your hub
• Inviting center administrators and checking their account status

CRM 1

• Overview - CRM solution