This takes about ten minutes. A setup checklist on your dashboard guides you after signup, or do each step manually below.
1. Add your center profile
- Go to Settings → Daycare.
- Enter your center's name, address, and phone — these appear on parent emails and statements, then click Save.
- Set your time zone under Settings → Notifications. This matters: it defines what "today" means for attendance and the daily summary, so check-in times and email send times are correct.
2. Create your classrooms
- Open the Classrooms area.
- Add a room for each group (e.g., Infants, Toddlers, Preschool).
- For each room, set:
- Capacity — the most children the room holds.
- Staff Ratio (children per staff) — how many children one staff member can supervise. This powers the live ratio tracking on your dashboard.
3. Add your families
You have two options:
- One at a time — add a child and their guardian from the Families area.
- Import a spreadsheet — bring your whole roster over at once. → Import & export your data
4. Finishing touches (optional, recommended)
- Add your EIN in Settings so parents' year-end tax statements are complete.
- Add your reviews link (Google or Winnie) so happy families get a gentle prompt to review you.
Once your classrooms and families are in, head to Invite your team.