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Before you start using Cheqdin App: What steps do you need to complete to use Cheqdin App?

Modified on Tue, 31 Oct, 2023 at 9:32 AM

IMPORTANT ANNOUNCEMENT:

The all-new Cheqdin 4.0 systems went live on 30 Oct 2023. We will be releasing the updated help centre articles shortly. Thank you for your patience. If you need any help, email support@cheqdin.com 



To be able to use the Cheqdin App, there are some steps in the portal that you will have to set up and complete first. If you don’t set up the below steps, you won’t be able to use the Cheqdin app as intended. The majority of the steps listed below can be found under the 'Centre Settings' section of your web portal. 

 

Step 1: Add Age Groups

 

Add in the Age Groups for your centre based on your business model. 

 

 

 

 

Step 2: Member Access Control



Important:


Please note that only the “Centre Admin” can be logged in to the Cheqdin app, there is no staff login option for the Cheqdin App.

 

This is because the centre admin will have to be signed into the Cheqdin app first. If you want your staff members to perform tasks such as sign-in-out of the children, mark absentee etc, the staff can use their own individual secure 4-digit PIN number for these purposes (once the centre admin account is signed into the app/device).

 

 


 

Step 3: Assign Staff Access to each Room/Class

 

You will be required to create at least one room/class, where you will enter the max capacity of children per session and the staff-to-children ratio. You will need to make sure that under the “staff section”, you enter the name of the staff who has access to which rooms. If you don’t enter in the correct names of the staff to whom you wish to assign access to a particular room/class, they won’t be able to perform any tasks related to that room or class.

 

 

 

 

 

Step 4: Update Your Financial Year, Pricing and Closure Days

 

In this step, you will have to enter/create a 'Financial Year' that applies to your centre. Additionally, you can update other settings such as 'Closure Days' for your centre, 'Term Time' if applicable, 'Products' (also referred to as sessions) and 'Pricing'. 


Updating closure days, and pricing for each session is optional. 

 

 

 

Step 5: Adding and Enrolling Children into the Children's Register

 

You must make sure that you have children registered and enrolled into the centre. If there are no children present, you won’t be able to use the Cheqdin app. There are multiple ways to enrol children, please click on the links below, which will provide you with further details on each method:



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





Step 6: Updating Booking Details 


Update the 'Booking Details' section. If there are no bookings for the children, you will not be able to sign in or out children or mark them as absent.


For more information on Booking Details, please see the help article: 



Centre Settings - Booking Details for Contract Sessions




Using the Cheqdin App: 


Once all the above steps are complete, you can download the Cheqdin App from the App Store/Google Play store and start using the app. 


To download the app, search for “Cheqdin” in the apple app store or google play store. Remember that only the 'Centre Admin' can log into the cheqdin app. You can use the same login credentials (username and password) that you use for logging in to your online web portal.

 

Once logged in, the Centre Admin or staff can use the 4-digit PIN that they are assigned to perform the tasks. (Check in/out, marking absentees, staff sign in/out etc.)




You can find the staff’s 4-digit PIN via the 'Member Access Control' section under 'Centre Settings'. 






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