With the current economy, maintaining a stable and profitable enrollment base, as well as an updated and active waiting list, are key ingredients to the prosperity of your child care, daycare or preschool. Maintaining records to track the success of various advertising campaigns, new contacts generated, referral sources, and how many contacts move on to become customers, are all important ingredients to successful growth.
In today’s post, we’ll take a look at using Procare Software® to track these items so owners and directors can reliably see results.
Track Marketing Sources
Procare includes a very powerful database that can accomplish a wide variety of tasks, extending way beyond the scope of daily child care management. One of these is a Customer Relationship Management database, or CRM.
Set Up Customer Relationship Management (CRM)
Create the marketing items you wish to track. From Procare Home screen go to Configuration > System > Database Management > Tracking Items & User Defined Fields. See: How to Set Up Tracking Continue reading
Musical chairs, it’s a great game with oh-so-familiar rules. Once the music stops, it’s all about who can sit down most quickly; who can claim that last vacant seat. Predicting enrollment at your child care center or preschool might feel a bit like that too. You’d like to be sure every seat is filled with happy, smiling faces. You don’t want to take away a chair, if you’ve still got room.
A recent question in the Procare Forum asked about tracking the date a child is expected to move to the next classroom. The more I thought about it, the more I realized this isn’t just about recording a date; it’s also about forecasting enrollment and revenue. What you really want to know is, “How is my enrollment shaping up for next month, this summer or fall?” In fact, it would be even better if you could project your revenue over the coming months as well.
Okay, I admit it. I’m old enough to remember using a typewriter. Raise your hand if you remember too. At the time, it was a pretty good system, but there were a few drawbacks. For one thing, it wasn’t so easy to correct mistakes. Are any of you longing for a return to the days of “white-out” and correcting tape? Oh, and what about spelling gaffs and grammatical errors? You had to actually look things up in a real, printed dictionary or paperback grammar guide. Yes, those were the days all right.
Well, what if technology stood still? What if the Daycare Software you used today was the same as it was in 1995 or maybe even 2000? Of course, you’d never have anything new to learn, but would that be a good trade off? Continue reading
As the clock approaches midnight, we welcome in the New Year with confetti, noise makers, music and good cheer! A year full of hope and possibilities for your child care business to thrive and grow. You may even have a few New Year’s resolutions along these lines. One good resolution is to start the year right with your child care accounting.
For those of you already using Procare Software® we are pleased to introduce a new, free webinar called “Start the Year Right”. In this live, online broadcast, we’ll cover what you need to know when moving from one year to the next. This webinar is intended for people who have been using Procare and have data for the year just ending. If you are brand new to Procare and just getting started, you’ll be more interested in other classes on our Webinar Schedule.
Here’s a preview of what you’ll learn in the Start the Year Right class: Continue reading
Have you ever tried to compare two child care accounting reports and been puzzled why the numbers don’t always match up? Long time readers may recall the article Apples, Oranges and Accounts Receivable, which had a similar theme.
For today’s take on comparing apples to oranges, we’re pleased to welcome guest blogger, Steve Suarez, from the Technical Support team at Procare Software®.
Deposit Reports and the Charge Credit Summary
Many people try to tie their Deposit Reports to their Charge Credit Summary reports as a check to see that all funds have been deposited correctly.
Although it’s possible the payment totals could match up on these two reports, often they do not. That’s not an indication that anything is wrong, it’s just that apples (Deposit Reports) don’t necessarily look like oranges (Charge Credit Summaries). Continue reading