Business Profile and Account Plans

In this section of your dashboard, you can view and manage your business information, update contact details, and review or upgrade your account plan based on your organization’s size and needs.

 Step 1: Log In

• Go to the provider login page
• Enter your username and password
• Click Login to access your dashboard

1. On your dashboard, click Account
2. At the top of the Account page, you'll see three sections:

• Business Profile
• My Account
• Account Plan

• Business Name (required)
• Business Contact Name (required)
• Business Email (required)
• Business Phone
• Location
• After making changes, click Update Business

• To update your password:
• Enter your new password
• Confirm it
• Save changes

Each franchise under your organization has its own subscription. For each one, you will see:

• Franchise Name (e.g., Cambridge, Kitchener, Waterloo)

• Plan Name (e.g., Starter)

• Yearly Price (excluding taxes)

• Anniversary Date (renewal date)

• Days Remaining until renewal

• Plan Details – A summary of included 

Upgrade Your Plan

To change or upgrade your plan:

1. Scroll to the Account Plan section.

2. Click the “Upgrade Plan” button.

3. Browse available plan options.

4. Select the plan that fits your needs and follow the prompts to confirm.

Plan Options and Pricing

We offer multiple subscription plans designed to fit daycare organizations of all sizes. Each plan includes features such as attendance tracking, care logs, billing and payroll reports, Sage payroll export, customer support, and access to training resources.

Plans vary based on the number of providers in your organization and the level of reporting or customization you need.

To view and select available plans:

1. Go to your Dashboard

2. Click Account → My Account

3. Select “Upgrade Plan” to see the available options

If your organization has more than 150 providers or unique requirements, please contact us for a custom Enterprise plan.

Still Need Help? Contact us through the Customer Support section.

Information About Franchise

The Franchise Management section allows you to view, add, and manage multiple franchise locations under your organization. Each franchise can have its own business profile, plan, and billing setup.

Accessing Franchise Management

1. Log in to your account.

2. From the Quick Navigation menu, select Franchise Management.

Viewing Franchises

You’ll see a table listing all current franchise locations with the following features:

• Franchise Name

• Actions – Options to Manage each franchise

• Search Bar – Quickly find a franchise by name

• Show Entries – Adjust how many franchises are displayed on one page

• Add – Button to register a new franchise

Editing Franchise Information

To update franchise details:

1. Click Manage next to the franchise name.

2. Click Edit Franchise.

3. Update the following fields:

• Franchise Name (required)

• Franchise Address (required)

• Franchise Email (required)

4. Click Save to apply the changes.

Make sure the franchise email is accurate, as important system notifications may be sent there.

Adding a New Franchise

1. Click the Add button in the Franchise Management section.

2. Complete the required fields:

• Franchise Name

• Franchise Address

• Franchise Email

3. Click Save.

Note:

• You can only add franchises based on the limit of your current account plan.

• If you are unable to add a new franchise, it likely means you’ve reached the maximum number of franchises allowed.

• To increase your limit, go to Account Plan, and consider upgrading your plan.

Still Need Help? Reach out through the Customer Support section on your dashboard.