EZCare Training Tracks

Starter Training Track

New to EZCare? Learn the fundamentals right from the start! The Starter Track is designed to introduce you to the key principles of EZCare.

Childcare Management Software Starter Training Track

Setting Up Your Organization

Enter all your organization’s basic information with the guidance of a trainer.

Proposed Topics:

  • Organization Details
  • Hours of Operation
  • Programs & Groups
  • Classes
  • Immunizations
Starter Reports for EZCare Training Track

Reports

Learn which reports will provide you with the information you need.

Proposed Topics:

  • System Reports
  • Sorting Records
  • Selecting Records
  • EZ-Viewer
EZCare Training Track Starter Navigation

Data Entry Basics

Learn the basics of entering data into your EZCare system.

Proposed Topics:

  • Entering Child and Family Data
  • Entering Children’s Schedules
  • Grid Functionality
  • Notes, Checklist, Contacts, Immunizations, Communication
  • Understanding Email and Phone Number Fields
EZCare Training Track Payment Processing Starter

Payment Processing

Easily collect payments from your families while your revenue grows.

Proposed Topics:

  • Entering and Posting Paper Payments
  • Receipt Options
  • Adding Credit Card and Bank Account Information
  • EZ-EFT
  • Pay Now
  • Refunds
  • Reconciliation and Reporting
EZCare Training Track Accounts Receivable Starter

Accounts Receivable

Post revenue and generate invoices quickly and efficiently with EZCare.

Proposed Topics:

  • The Family Ledger
  • A/R Categories
  • Fixed Rates
  • Populating Tuition Screens
  • Posting Tuition
  • Group Posting
  • Generating Invoices

Core Training Track

Ready to go beyond the key principles of EZCare? The Core Track is for you!

The Core Track includes everything in the Starter Track, plus:

EZCare Childcare Management Software Multi-site Core Training Class

Setting Up Your Multi-Region and/or Multi-Site Organization

Proposed Topics:

  • Region and Site Setup
  • Region and Site Filtering
  • Organization Details
EZCare Childcare Management Software Attendance and Billing Core Training Class

Advanced Attendance and Billing

Proposed Topics:

  • Simple Rates Based on Attendance
  • Generating Attendance
  • Editing Contracted and Actual Attendance
  • Enrollment Limits and Validation Rules
EZCare Childcare Management Software Field Manager Core Training Class

Field Manager

Proposed Topics:

  • Creating New Fields
  • Understanding Tables
  • Field Types
  • Option List Manager
  • Field Properties
EZCare Childcare Management Software Staff Records Core Training Class

Staff Records

Proposed Topics:

  • Basic Staff Data
  • Tracking Staff Development
  • Staff Attendance
EZCare Childcare Management Software Screen Manager Core Training Class

Screen Manager

Proposed Topics:

  • Field Placement
  • Field Tab Order
  • Understanding Screen Properties
  • Date and Time Pickers
  • Age Field Calculator
EZCare Childcare Management Software Time Clock Core Training Class

TimeClock

Learn how to accurately track attendance for children and staff and use that information for billing and payroll.

Proposed Topics:

  • Synchronizing EZCare and TimeClock
  • TimeClock Setup
  • Maintaining PINS
  • Creating Group PINS
  • Clocking In and Out
  • Editing Attendance Entries
  • TimeClock Reports
  • Messages and RSVPs

Pro Training Track

Want to be an EZCare Pro? This track is designed to provide you with in-depth training on your EZCare system and its parent engagement integrations.

The Pro Training Track includes everything in the Starter and Core Training Tracks, plus:

EZCare Childcare Software Pro Training Track

User Manager

Proposed Topics:

  • User Information
  • Site Access
  • Menu Access>
  • Records Tab Access
  • Settings
EZCare Childcare Software Pro Payment Processing Training Track

Integrations

Easily collect payments from your families while your revenue grows.

Proposed Topics:

  • EZSmiles
Parent Portal

Parent Portal

Proposed Topics:

  • Setup
  • Using the Parent Portal

Upgrade to new EZCare

Learn how to transition from EZ-CARE2 to EZCare quickly and easily! In this training track, you will learn how EZ-CARE2 and EZCare are similar as well as the new functionality EZCare provides.

EZCare Childcare Software Upgrade Training Track

Basics

Learn the basics of entering data into your EZCare program.

Proposed Topics:

  • Organization Setup
  • Entering Child and Family Data
  • Entering Children’s Schedules
  • Grid Functionality
  • Notes, Checklist, Contacts, Immunizations, Communication
  • Understanding Email and Phone Number Fields
EZCare Childcare Software Upgrade Training Track

Accounts Receivable

Post revenue and generate invoices quickly and efficiently with EZCare.

Proposed Topics:

  • The Ledger
  • A/R Categories
  • Fixed Rates
  • Populating Tuition Screen
  • Posting Tuition
  • Group Posting
  • Generating Invoices
EZCare Childcare Software Upgrade Training Track

Reports

Learn which reports will provide you with the information you need.

Proposed Topics:

  • System Reports
  • Sorting Records
  • Selecting Records
  • EZ-Viewer
EZCare Childcare Software Upgrade Training Track

Payment Processing

Easily collect payments from your families while your revenue grows.

Proposed Topics:

  • Entering and Posting Paper Payments
  • Receipt Options
  • Adding Credit Card and Bank Account Information
  • EZ-EFT
  • Pay Now
  • Refunds
EZCare Childcare Software Upgrade Training Track

User Manager

Proposed Topics:

  • User Information
  • Site Access
  • Menu Access
  • Records Tab Access
  • Settings
EZCare Childcare Software Upgrade Training Track

Field Manager (Essentials and Premier Only)

Proposed Topics:

  • Creating New Fields
  • Understanding Tables
  • Field Types
  • Option List Manager
  • Field Properties
EZCare Childcare Software Upgrade Training Track

Screen Manager (Essentials and Premier Only)

Proposed Topics:

  • Field Placement
  • Field Tab Order
  • Understanding Screen Properties
  • Date and Time Pickers
  • Age Field Calculator
EZCare Childcare Software Upgrade Training Track

Staff Records

Easily collect payments from your families while your revenue grows.

Proposed Topics:

  • Basic Staff Data
  • Tracking Staff Development
  • Staff Attendance