Similar to the Cheqdin app, to be able to use the Notebook App, there are some settings and steps in the web 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 Notebook app as intended. Most of the steps listed below can be found under your web portal's 'Centre Settings' section.
Step 1: Add Room/Class and assign staff access
Add a room or class to your account based on your business model. For more information, on how to add a room or class see the help article linked below:
You will need to create at least one room or class and specify the maximum capacity of students per session along with the staff-to-children or staff-to-student ratios. It is crucial to ensure that you enter the correct names of the staff members who should have access to the room under the 'Staff' tab. If you do not allocate staff to the room/class, they won't be able to manage the tasks related to that particular room or class.
Step 2: Invite Staff and use the secure PIN number
Additionally, if you want other staff members to access the notebook app, you can add them here and assign appropriate access according to their staff role. If you or the staff want to perform tasks such as sign-in-out of the students, mark absentee etc, you can use your (individual) secure 4-digit PIN number for these purposes.
Step 3: Add students
In this step, add students to the students register and update your products (services that you provide) and the schedules for your students.
You must make sure that you have students registered and enrolled into the centre. If there are no students, you won’t be able to use the Notebook app. There are multiple ways to enrol students. You can choose any of the options depending on your business model. Please click on the links below, which will provide you with further details on each method:
Step 4: Adding Products and Updating Schedules
In this step, add your products and update the schedule/rota for students and staff. For more information, please click on the help articles linked below:
Downloading and using the Notebook App:
After completing the above steps, you can download and start using the Notebook App from the Apple App Store or Google Play Store.
To download the app, search for “Notebook by Cheqdin” on the Apple App Store or Google Play Store. Use the same login credentials as your web portal.
On the notebook app, tap on 'Centre Login' > and then tap on 'I'm a Staff'. Once logged in, staff can use the 4-digit PIN that they are assigned to perform the tasks. (Check-in-out, bulk sign-in-out, marking absentees, staff sign-in-out etc.)
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