Cheqdin Knowledge Base & Support Centre

Getting Started 18

• New to Cheqdin? Start here.
• Step 1: Setting up logo, centre description for my registration & booking forms
• Step 2: Create my Online Registration form
• Step 3: Sharing 'Register Now' Link with Parents
• Step 4: Centre Settings - Adding Age Groups

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Registrations & Enrolment 55

• What is CheqForm? How do online registration forms work?
• My First CheqForm - How to create an Online Registration Form?
• How to customise my Online Registration Form - CheqForm?
• Step 1 : How to pick a registration template and customise it?
• Step 2 : How to design and update welcome and thank you pages?

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Online Bookings 27

• What is CheqBook? How do online bookings work?
• Online Booking Basics - Setting up your CheqBook
• How to Set Up and Publish Online Booking or 'Book Now' Link
• How can I view my centre's bookings link?
• How can I reach more customers using my Online Bookings link?

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Occupancy Planner & Calendar 3

• How do I set up the occupancy planner for my centre?
• Does Cheqdin allow overbooking?
• Understanding Occupancy Calendar

Billing & Invoicing 20

• What is Rules Based Invoicing? How does it work?
• Understanding Your Billing Dashboard
• Rules Based Invoicing : Set up a rule in 3 simple steps
• A Guide to Update Invoice Settings
• Invoicing Check List - Things you need to do before getting started

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Online Direct Debit & Automated Payments 25

• Cheqdin + GoCardless Direct Debit - How it Works
• Step 1: Setup Direct Debit Account
• Step 2: Verify your account to receive payments
• Step 3: Sending Mandates to your customers to setup Direct Debit
• Step 4: Direct Debit-Sending invoices with flexible payments solution

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Childcare Centres: Other Help Topics 33

• Different ways to enrol children | Option A: Using Registrations Link
• Different ways to enrol children | Option B: Using Children's Register
• Different ways to enrol children | Option C: Using Bookings Link
• Parents Portal - Instructions for Centres on how parents can login or access the parents portal
• Syncing Registration Forms for children directly added to the 'Children's Register'

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Payment Gateway - PayPal 13

• Cheqdin + Paypal - How It Works
• What is PayPal? What are the advantages of accepting online payments via PayPal?
• Registration Fee Collection: How to set up PayPal to collect fees online?
• Online Booking Payments: How to set up PayPal for accepting card payments for online bookings with Cheqdin?
• Where can I find my PayPal account API credentials?

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Managing Enquiries 9

• What is an enquiry form?
• How to create, publish and embed an enquiry form?
• How to manage the enquiries dashboard?
• How can I reach more customers with my enquiry form?
• How to mark an enquiry as closed?

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Sign-In/Out & Attendance Tracking 12

• How to sign in children using Cheqdin App?
• What are the best ways to use Cheqdin to sign-in/out children?
• How to mark a child as absent?
• Forgot to sign out a child? How to perform manual sign out?
• Can parents mark their child as absent from the apps?

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Mobile App: Cheqdin App 3

• Before you start using Cheqdin App: What steps do you need to complete to use Cheqdin App?
• Where can I download the Cheqdin App?
• How to mark an absentee via the Cheqdin App?

Mobile App: Notebook App 9

• Before you start using Notebook App
• Where can I download the Notebook App?
• How to bulk sign in out children via the Notebook App?
• How to Create and Publish Daily Diaries via Notebook App?
• How to mark an absentee via Notebook App?

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Parent Communication Tools 5

• Why Invite Parents to Cheqdin?
• How to send messages using registration chat platform?
• How to send messages using notebook messenger?
• How to send batch emails or newsletters to parents?
• Tools for parent engagement

My Cheqdin Subscription 14

• Understanding how Cheqdin Rise free plan works
• How to Upgrade your Cheqdin subscription?
• How can I add more children to my existing subscription plan?
• How to change my payment card details?
• How to redeem a discount coupon or apply a promo code?

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Flexi Sessions: Crèche & Activity Centre Management 3

• What are Flexi-Sessions?
• How to Setup Flexi-Sessions? Recommended for Crèches only!
• Late Tracking for Flexi Sessions - How to enable late tracking invoicing?

Parents: Help Articles 20

• Parents Dashboard
• Parents Portal - How can I access my parent account?
• How can I add or register a sibling using my parents portal account?
• Sign-in/out notifications
• How can I download receipts from the parents portal?

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