How to setup Notebook App and send staff logins?

Modified on Mon, 18 Mar at 2:56 PM

Before you can start using the Notebook app, you'll have to complete some settings in your account. This article will walk you through the settings you need to complete to start using the Notebook app.

If you skip or do not complete any of these settings, you won't be able to use the app.

Step 1: Create or Assign Rooms/Class

Please ensure that you have created a room or class and granted access to the staff members who will be using the notebook application. It is important to note that if you haven't assigned a room or class to a user, they will not be able to access it.

To assign staff access to a room or class, click on the ellipsis '...' button under the action tab. Click on 'Edit', go to Staff and select the staff name from the drop-down list to assign the room/class. Click on 'Save'.

Please note that you must also complete the 'Add Age Group' setting as well when you create a room/class. You must assign every room to a specific age group.

Step 2: Add Staff

Verify that you have created a 'staff' login in 'Centre Settings' > 'Staff'. You can assign access to the staff member based on their job role, i.e., select from 'App Access Only' or 'Full Access' or 'Operational access'. You can view the access assigned to a user under the tab 'Access Modules'.

Step 3: Students Register

Ensure you have added student records to the Students Register. If you haven't added any students to your register yet, there are multiple ways you can add them. This topic is covered in-depth in the articles (click to open the link):

Different ways to enrol students | Option A: Using Registration Forms

Different ways to enrol students | Option B: Using the Students Register

Different ways to enrol students | Option C: Using Online Bookings Link

Step 4: Update your Products and Bookable Days

To make bookings, you will also need to ensure that you have created products, updated your pricing information, updated your closure days etc. For more information on updating your products, and pricing see the article:

How to set up contracted products & pricing?

How to set up ad hoc products & pricing?

Step 5: Update Student Schedule/Rota

For contracted products, see the article linked below on how to update the students schedule:

How to update the booking schedule or contracted bookings for students?

For any ad hoc products or bookings, the schedule will be automatically updated by the system based on the online bookings received.

Step 6: Send Staff App Login Credentials

Trigger an email containing login credentials to your staff email address or shared email address. Remember that you can provide individual or group access which is entirely your choice. If required, you can set up just one email for your centre/setting to use, for example, an email/access for [email protected], which can be used by all staff. The email will include account login information such as username and password and the secure PIN number.

Step 7: Download the Notebook App

After you have completed the above-listed settings, head to the app store and search for 'Notebook by Cheqdin'

Once you've downloaded the app, open the app and choose 'Centre Login' > 'I'm a staff'

Enter the email address and password (the one that you generated in step 5) to log in to the mobile app. You're now all set to enjoy the Notebook app and explore its features!

For more information on how to bulk sign in-out students using the notebook app, see the help article linked below:

How to bulk sign in-out students via the Notebook App?