GETTING STARTED GUIDE: How to get started with iCare?

Posted on: 3/25/2016 2:27:23 PM
Replied by : support@icaresoftware.com

Getting started with iCare is very easy, please follow these instructions to create your personalized iCare account;

Getting Started
  1. After finishing the Sign-up process, you will receive a conformation email from iCare, read the instructions carefully.
  2. Now, you may log in to the iCare application using your Login Credentials;
  3. Once you log in, you’ll be directed to the Getting Started page, here you need to setup and customize your account;

 

Getting started is a simple 7 step process,

 

STEP 1: - BASIC SETUP

  1. Here, you add and edit your basic information like Center Info, Contact Info and Operation Info.
  2. Click Save every time you make any changes.
  3. Use Manage Sites button to create sites for your center to manage various locations (Sub-buildings)
  4. And, use Change Logo button to set your own logo to use the iCare application.
  5. Click Next to proceed.

 

STEP 2: - MANAGE ROOMS

  1. Rooms are Age-Based groups of children to manage child-teacher ratio at a center.
  2. In this Step, you may either select default Rooms from our database or create new Rooms.

  1. To add a new room, click on ‘Add Room’ button and enter the details of the new Room, click tick-mark or hit enter to save Room,

 

  1. Click Next to proceed.

 

Step 3: - Create Programs/Classes

  1. Create new Programs and Classes to schedule children and staff. To add a new Program or Class, click the ‘Add New’ button.

  1. Enter the details and click Save to add the Program/Class.

 

Step 4: - Add Families and Staff

  1. Here, you may send multiple invites to, family members of children and to staff, or you may import or add data manually.

 

Step 5: - Enroll Children and Staff

NOTE: - At this step, you may not be able to edit the Program/Class field. To edit, you need to finish the 7-step process.

  1. You may now, enroll children and staff in Programs/Classes. Click a Program/Class name from the list.

  1. You’ll be directed to the P/C details page, use the add children and add staff buttons (‘+’ icons) to enroll children and staff.

 

STEP 6: - Setup Payment

  1. To setup Payment Processing Account, click the Payment Processing Merchant Account link your screen,

  1. In Transfirst Confirmation Setup window, enter the Gateway IDs and Keys for both admin and parents. Click Save to finish.

           

 

Step- 7: - Setup iCare Lobby

  1. In this final step, please setup a Lobby Password to access and open the iCare Lobby,

  1. Click on the link under the heading Door Security to see the instructions to install iCare Door Switch.
  2. Click Complete to finish.

 

  1. Congratulations, your iCare account is setup with all the necessary information, if you wish to make changes or update new information, go ahead and access your account.

 

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