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Administrator Handbook

Welcome to Parent App: An Introductory Guide for Administrators

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Written by Rawan Mhanna
Updated over 2 weeks ago

Administrator Handbook

Welcome to Parent App: An Introductory Guide for Administrators

It’s time for Parent!

✅ Getting Started with Parent

How Do I Start with Parent?

Getting started is quick and easy:

  1. Check your inbox for an invitation email from Parent.

  2. Click the link in the email to set your password.

  3. Log in using your email and new password.

  4. You’re all set! Start exploring, connecting, and staying in the loop.

Tip: Don’t see the email? Check your spam or promotions folder, just in case!

You can access your account anytime, anywhere, through:

  • Web Browser: portal.parent.cloud

  • Mobile App
    App Store (iOS): Parent: Child Care App
    Google Play (Android): Parent: Child Care App
    HUAWEI AppGallery: Parent: Child Care App

Tip: All our features are accessible through the web portal while some features are accessible through the mobile app. Having access to both ensures you get the most of our services.

Main Features You’ll Use

The Parent platform gives carers and educators all the tools they need to stay connected, document learning, and manage daily routines.

You can:

  • Add and manage children, staff, and family accounts

  • Add participants to the waitlist and manage enrolment status

  • Create and share daily reports and observations

  • Communicate with families and team members

  • Collaborate with educators across rooms and locations

  • View and manage room schedules and staff assignments

  • Track attendance, meals, and routines across the centre

  • Log and review health details, incidents, and permissions

  • Oversee billing, issue invoices, and check on payment statuses

Setup Your Centre

To get started, head to “Settings” on the bottom left in your navigation bar. Here you’ll be able to manage all core setup features for your childcare centre

✅ Childcare Details

Click on “Settings” → “Center > General” to view and update your centre’s information.

Make sure to complete all the required fields especially those marked with a * to ensure smooth setup and visibility for families.

Click on “Settings” → “Center > Operations attendance” to input staff attendance metrics.

✅ Opening Hours

Click on “Settings” → “Opening Hours”

Enter your centre’s working hours to help families and staff stay aligned with drop-off, pick-up, and scheduling.

Click on “Settings” → “Staff breaks”

Add the “rule” metric by which Parent will use to take into consideration a staff member's break.

✅ Closing Days

Schedule closure dates with a start and end period, including the reason for closure. All closures are automatically integrated with Parent’s Calendar.

Click on “Settings” → “Closing days”

To list Days of closure on which the setting is not open for business. You can list and schedule days on which your business is closed, holidays or training days for parents, staff and contacts to consider.

Add Age Groups

Specific “age groups” by clicking on Children → Age Group and inputting mandated ratios per age range to ensure compliance.

Add Rooms

The first step to setting up your centre is to create your Rooms (or Classrooms).

Click on “Rooms” → then “Add Room”.

Once rooms are created, you’ll be able to assign both children and staff. You can always edit room details or delete rooms that are no longer in use.

Tip: To delete rooms that are no longer in use, you must first ensure they’re empty and contain no children or staff.

Create Staff & Assign Roles

Add your team and define their roles in just a few steps.

  1. Click on Staff → “Roles” to create custom roles and set access permissions based on your centre’s internal structure.

  2. Once roles are created, go to “Staff” in the navigation by on the left hand side and click on add staff” assign them to rooms and roles accordingly.

Add Children

Now that your rooms and staff are set up, it’s time to add children to their classrooms.

Click on “Children” in the navigation bar on the far left hand side of your screen → then “Add Child”.

You’ll be able to add family contacts as well, and parents will be automatically notified to activate their accounts, via an email that is sent to their inbox.

Tip: If you need to make changes later, at any time, entries can be edited from the main dashboard or navigation panel.

✅ Manage Newsfeed

Click on “Newsfeed” under “Home” in the navigation bar on the left hand side of your screen.

What is the Newsfeed?

  • Share announcements

  • Reminders

  • Updates

  • Child observations

  • You can also post materials from the Inspirations library linked to developmental outcomes.

Tip: Posting regularly is one of the best ways to keep families engaged and updated.

How to Post

At the top of the Newsfeed, tap the “Write your post here” box, then:

  • To: Choose the recipients

  • From: Select the sender

  • Upload files: Photos, videos, documents

  • Add a Zoom link (optional)

  • Continue from draft if you’ve saved one

  • Use the AI Assistant – ParentPilot to help you draft your post, check for grammar, and polish your message before publishing

  • Click “Post” when you’re ready

Don’t forget: Approve staff posts if required before publishing.

✅ Organize Activities & Events

Click on “Calendar” under “Home” in the navigation bar on the left hand side of your screen.

How to Use the Calendar as an Admin

  1. Create Events

Set up unlimited events, from meetings and workshops to celebrations and trips.

Use RSVP to confirm attendance before deadlines, and let automatic notifications and reminders handle the follow-ups.

  1. Create Weekly Schedules

Plan room-specific activities for each week.

Only parents of selected children will see the relevant schedule.

  1. RSVP with Detailed Overview

View who has responded, who hasn’t, and any parent comments.

Automatic reminders help reduce follow-up, saving your team valuable time.

✅ Use Your Dashboard

Click on “Overview” in the navigation bar under “Home” on the left hand side of your screen.

How to Use the Overview as an Admin

Institution Attendance Overview

Get a real-time snapshot of all classes, see who’s attending, who’s out sick, on vacation, or absent.

Track naps, meals, check-ins, and more at a glance.

Monitor Staff–Child Ratios

The system predicts daily attendance and automatically projects staff–child ratios.

Identify shortages or overstaffing in real time and adjust as needed.

Effective Planning

Use projected attendance to plan and allocate staff per session, helping you manage your resources more efficiently.

Customize your View with Widgets

The Overview gives you real-time visibility of children’s status, attendance, and activity and anything else you’d like to see.

Adding Widgets

You can customize your Overview by adding widgets that display the information you need most.

How to Add a Widget:

  1. On the Overview, click the “Add Widget” button.

  2. A list of available widgets will appear.

  3. Select the widgets you’d like to add, such as:

    • Pending Observations (awaiting approval)

    • Invoices

    • Ouch Reports

    • Staff Attendance

  4. The selected widget will appear on your Overview instantly.

Tip: You can add multiple widgets and arrange them to suit your workflow, creating a personalized dashboard that surfaces the information you use most often.

✅ Secure Messaging

Click on “Messages” in the navigation bar at the top right of the page.

  1. Instant, Private Communication

Use Parent’s built-in messaging feature to chat instantly with teachers, parents, and staff, all within one secure platform.

All messages are encrypted and protected by Secure Sockets Layer (SSL) technology to ensure full data privacy.

  1. Group Messages

Send updates, photos, videos, or documents to a specific group of parents or staff, perfect for class announcements or team coordination.

  1. Media-Rich Messages

Engage parents and staff with images, documents, and multimedia directly in your messages, keeping communication clear and dynamic.

Documents

Click on “Home” on the navigation bar on the left hand side of your screen and then “Parent drive

To manage documents with Parent’s Document Management module.

Authorized users can upload, organize, and share important files securely across your childcare centre.

Documents can be shared with both staff and families.

✅ Settings

Click on Settings on the bottom left hand side of your screen to manage schedules, attendance, and holiday planning, designed to help your centre run smoothly and efficiently.

✅ Room Planning

Click on “Rooms” under the Settings section.

Get a clear overview of planned attendance in each room and assign staff accordingly.

Planning is based on children's expected attendance and their actual presence during working hours.

✅ Staff Schedule

Staff

Click on “Staff Schedule” on your navigation bar on the left hand side of your screen.

Save time with customizable, repeatable schedules for each staff member.

Include room assignments, shift timings, and working hours, all in one place.

Add Staff

Add new staff members from here by clicking on “Staff” under “Staff Schedule” on the left hand side of your screen and then “+ Add Staff”

Working Hours

Click on “Working hours under “Staff Schedule” on the left hand side of your screen to track your employees' working hours. This is a complete paperless trail of all your employees' check-in time, check-out time, sick days, and vacation days.

✅ Child Attendance

Click on “Child” on your navigation bar on the left hand side of your screen section and then “Attendance”.

View expected vs. actual attendance daily.

Track children who are present, sick, on vacation, or those who missed check-in/out on specific days.

✅ Holiday Feedback

Click on “Holiday Feedback” under “Children” on the navigation on the left hand side of your screen.

Plan holidays across the year by day or date range.

Send automated feedback requests so parents can confirm their child’s attendance during upcoming breaks.

✅ Food Plan

Click on “Food Plan” under “Children” on the navigation bar, on the left hand side of your screen.

Plan meals for the week, month, or term.

Duplicate favorite food plans to save time and ensure consistency across your centre’s meal schedule.

✅ Parental Permission

Click on “Consents” under “Children” on the navigation bar on the left hand side of your screen.

Easily request and track parent consent for specific activities involving their children.

Keep permissions centralized, accessible, and securely recorded.

✅ Child Development

Click on “Child Development” under the “Learning” on the navigation bar, on the left hand side of your screen.

Support each child’s learning journey with a full set of tools:

  • Assessments & Two-Year Checks

  • Observation Approvals

  • Learning Journeys and Up-to-Speed records

  • Progress Tracking and Exportable Reports

Tip: You can also access child development features via the Newsfeed or Child Profile.

✅ Surveys

Click on “Surveys” under “Reports & Forms” on the navigation bar, on left hand side of your screen.

Create and manage custom surveys based on your centre’s needs.

Adjust question types, response formats, and timeframes.

Surveys can be set as mandatory (e.g., during check-in) and stored for internal or official review.

Tip: You can use surveys to create safety checks like risk assessments or health checks, and set them to mandatory to ensure they’re done at required times. Data is stored for follow up or review as well.

✅ Lists

Click on “Smart lists” under “Reports & Forms” on the navigation bar, on the left hand side of your screen.

Create dynamic, auto-updating lists such as allergies, attendance flags, or room groupings.

Lists instantly reflect changes made to any child’s profile.

✅ Waitlist

Click on “Waitlist” under “Children” on the navigation bar, on the left hand side of your screen.

Manage new enquiries through a structured waitlist.

Track interest, follow-ups, and plan enrolments accurately and efficiently.

Stay connected with prospective families using upcoming integrations with WhatsApp, Office 365, and Gmail:

  • Send WhatsApp messages to notify families about available spaces

  • Share promotional offers via email

  • Improve record keeping and communication tracking through office sync

✅ Set Up Billing & Invoicing

Click on “Settings” on the bottom left of your navigation bar and then “Billing.”

Manage all your centre’s billing needs, flexibly, accurately, and in one place.

Create your:

  • Invoice settings: Tailor invoice layouts and branding to suit your centre.

  • Assign invoice automation rules: Customize invoicing rules, automatically generate invoices weekly, monthly, or bi-monthly.

  • Set up your in-app payment collection via Parent Pay

  • Customize your tax receipt reports

  • Assign translation prefix

Admins can also create specific rules for special payment scenarios or centre policies.

✅ ParentPay Integration

Set up your Parent Pay Integration by clicking on “Settings” and then “Billing” > “Parent Pay”

Streamline tuition collection with ParentPay:

  • Offer families flexible, secure payment options

  • Enable auto-pay to eliminate late fees

  • Send real-time payment reminders

  • Monitor transactions and reconciliation in one dashboard

Tip: Using Parent Pay ensures you spend less time following up on payments, cashing in cheques etc.

✅ Billing Transactions

Click on “Transactions” under “Finance” on the navigation bar, on the left hand side of your screen.

Create daily, weekly, monthly, or annual billing cycles to suit your centre.

Automate charges for tuition, extended hours (early drop-off or late pick-up), and other services.

Send bulk invoices and schedule regular, automated payment reminders, in-app or via email.

✅ Multi-Scheduler Support

Click on “Invoices” under “Transactions” and click on a specific child to review their assigned plans. If no plans are issued for the child, it will indicate that next to child's name.

Support complex family needs by creating multiple schedules per child.

Manage different locations, classrooms, or alternating care days.

Assign multiple payers, split billing, or apply day-specific subsidies to fit real-world parenting arrangements.

✅ CA ONLY: Subsidy Reports

Click on “Transactions” or access through Reports.

Track and report on applied subsidies per payer, day, or schedule.

Export data for financial reporting or compliance with local authority guidelines.

Easily review how much of each invoice is covered by subsidies and what remains for families.

✅ Set Your User Account Settings

Click on your profile icon in the navigation bar at the top of the page.

How to Set Up Your Account

Your Account Details

Customize your experience by updating:

  • Your personal details

  • Notification settings

  • Preferred language (Parent App is available in 19 languages)

  • Password

  • PIN for easy login and check-in

How?

Click on “Account Settings” from your profile menu.

✅ Check-In Application

What is the Check-In Application?

The Check-in App is a standalone tool used by parents and staff to sign in and out of the centre.

It can be installed on a tablet or iPad and placed at reception or drop-off points, even outside classrooms.

Tip: encourage children to check themselves in and out of the app to build autonomy and a sense of belonging.

Download the Check-In Application

Visit your device’s app store and search for Parent Check-in App to download.

Sign into the Check-In Application

The app has its own login credentials, unique username and password provided to the admin only.

To retrieve your login details:

Go to: Tools → Check-In App

Check-In Application Options

You can allow both staff and parents to use the app.

For added security, enable PIN-only check-in/out, requiring users to enter their unique 4-digit code.

✅ Your Success Is Our Goal

The Parent Support Team is always here to help you succeed.

Need Support?

  1. Click on your profile picture and select “Help & Support” from the menu.
    Our team is ready to assist you anytime you need us.

  2. Visit our Help Center for guides, tutorials, and answers to frequently asked questions.
    It’s the best place to learn more about Parent’s features at your own pace.

We’re just a click away, whenever you need us.

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