For Owners & Center Admins
Billing, staff management, enrollment, reports, and everything that runs your center.
Everyday Situations
- guideA child with allergiesWhere to record allergies and medical conditions so they're visible to the people caring for the child.
- troubleshootA family is behind on paymentSee who owes you, know how overdue it is, nudge them kindly, and record what they pay.
- troubleshootA parent can't log inThe quick fixes when a family can't get into the NestliCare app, in the order to try them.
- guideA teacher is also a parentOne email, one login, two profiles. How to set up staff who have a child at your daycare, and how they switch between the two views.
- troubleshootFix an attendance mistakeCorrect a missed check-out or a wrong absence, and backfill whole days of attendance that were never recorded.
- troubleshootMy Food Program questions, answeredThe questions admins actually ask about the My Food Program sync, from "why is this child unmatched" to "did my corrected time make it over".
- guideOffboard a family gracefullyThe clean order of steps when a family leaves, so records are kept and nothing bills after they're gone.
- guideRaise your rates without dramaUpdate your tuition cleanly, so existing invoices aren't disturbed and families hear about it the right way.
- guideSomeone else is picking up todayHow pickups work when a grandparent, babysitter, or other family helper is collecting a child, and where each control lives.
- guideTax season and year-end recordsPull the payment records your accountant needs, and help parents download their annual payment statement for taxes or a dependent-care FSA.
- guideTwo homes, one childSet up a child with separated or co-parenting families so both parents stay informed and billing stays clear.
Quick Answers
- troubleshootA parent already has a NestliCare accountAdd them anyway. If they're already at your daycare the family links to their login; if their account is at another daycare, send an invitation.
- overviewA parent replied to my email. Where is it?Replies to an Email family message come back into NestliCare, under the bell, in the family's History tab, and on Sent emails. Answer there to keep the record.
- overviewA subsidy covers part of tuition. How do I charge the family a share of the difference?Enter the agency's weekly amount as a monthly award, then add a fixed family discount for the part of the gap you waive. The family's invoice comes out to their co-pay plus their share of the gap.
- overviewAn employer is paying a family's tuition. How do I bill them?Add the employer as an agency with automatic statements, then give the child a full-tuition award. The employer gets emailed invoices only, and nothing else about the child.
- overviewAnnouncement or newsletter, which should I send?Short and timely for everyone, a center, or a room is an announcement. A longer titled update that is also emailed is a newsletter. One family is a message.
- troubleshootBilling says it is set up but parents cannot payIf your invoices look ready but families have no way to pay, Stripe verification is almost certainly unfinished. Here is how to see what it wants.
- overviewCan a staff member also be a parent here?Yes, with one email and one login. Add both profiles and they switch between the staff view and the parent view inside the app.
- troubleshootCan auto-invoicing double-bill a family?Not on its own. Mixing manual invoices with auto-generation used to, so a family you already billed by hand now gets the automatic invoice as a draft, and the first run after you turn it on is never sent.
- guideCan I add attendance for a past day?Yes. Add missed day on the child's profile covers one child, and Backfill on the Attendance page covers whole days or months, without overwriting anything.
- overviewCan I add my own activity types or change the icons?Yes. Settings, Operations, Activity tiles lets you add tiles with your own name and icon, reorder them, and hide built-in tiles you never use.
- overviewCan I delete an invoice?No. Invoices are never deleted, only voided. A voided invoice stays in your records struck through and stops counting as owed. Paid invoices are refunded instead.
- overviewCan I hide features we don't use?Yes. Settings → Features turns whole modules off. Off hides, it never deletes, and turning a module back on brings everything back.
- troubleshootCan I reset a staff member's password?No, and that's deliberate. They reset it themselves with Forgot password on the login screen; the link goes to their own email.
- troubleshootCan one family pay every two weeks while everyone else pays weekly?Yes. Billing cadence is set per child through their billing plan, so give that child a bi-weekly plan and the rest of the center stays exactly as it is.
- troubleshootCan one parent belong to two families here?Not under one login. The app shows one family per daycare, so a parent who truly needs two families uses a second email for the second one.
- overviewCan parents check in without the phone app?Yes. On a tablet check-in station they can type their 4-digit pickup code instead of scanning, so a dead phone never blocks a pickup.
- overviewCan parents see other families' information?No. A parent sees their own family's feed, invoices and incidents, and nothing about your operations. Group chats and group photos are the exceptions you control.
- overviewCan parents sign up for their own account?No. You add each parent to their family, then send them an invitation by email or as a printout. That is why "tell them to sign up" never works.
- overviewCan two parents share one email address?No. Each adult gets their own email and pickup code. A grandparent or babysitter still needs an address, but never has to sign in.
- overviewCredit or discount, which one do I want?Does it repeat? A rate a family always gets is a discount. A one-time amount you owe them, like a referral bonus, is a credit.
- overviewDo late fees apply automatically?Only if you turn on Apply automatically. By default a late-fee policy just builds an eligible list you apply by hand, and each invoice gets one fee ever.
- overviewDo parents pay anything to use the app?The app is free for parents to download and use. Online tuition payments carry a small convenience fee, and families can choose optional paid extras.
- overviewDo teachers need the web dashboard?No. Everything a teacher does lives in the mobile app. Most centers tell teachers to just use the app and never open the dashboard.
- overviewDoes a refund reopen a paid invoice?Yes. A partial refund leaves the invoice partly paid and a full refund puts it back to unpaid. Auto-pay won't charge it again; void it if nothing is owed.
- overviewDoes every staff member need an email address?Yes. The email is how they sign in, so staff who use NestliCare can't be added without one. Any address they can actually read works, including a new free one.
- overviewHow do I close my account or delete my organization?Owners email support to close an organization; parents and staff request deletion from the app's profile. What gets deleted, what stays, and how long it takes.
- troubleshootHow do I fix a missed check-out?Today, use Check Out at the top of the Attendance page. For a past day, NestliCare already closed it at closing time; correct it with Edit times.
- overviewHow do I get my data out of NestliCare?Download everything as one file from Settings → Privacy, export CSVs from reports and billing, or have backups emailed to you on a schedule.
- guideHow do I move a child to another room?Open the child's profile, click the Room row in the Enrollment section, and pick the new room. For a single day, use the day move instead.
- guideHow do I record a cash or check payment?Open the invoice and mark it paid manually. No fee applies, the family's balance clears, and a later refund of it is recorded, not sent.
- guideHow do I skip one family's invoice this cycle?Use Skip on the Upcoming view. It suppresses that one family for that one run; everyone else bills as normal and the next cycle is untouched.
- troubleshootHow many hours was a child here this week?The child's Attendance tab totals this week, the last 2 weeks, or this month. Time in Care under Reports does every child at once, and parents see their own week's total in the app.
- overviewIs data migration really free?Yes, for every daycare, any size. Settings → Data Migration reads your exports and previews the import, or our team does it for you.
- overviewIs NestliCare really free?Yes, for daycares. No monthly fee, no per-child or per-staff charges, no trial that expires. The regular cost is the convenience fee on online payments.
- overviewKiosk Mode or Room Mode, what's the difference?Kiosk is the parent-facing tablet at the door for check-in and out. Room Mode is a staff-facing tablet inside a classroom for logging the day.
- overviewWhat can each staff role do?Teacher, Center Admin, Super Admin, and what each one sees, plus the handful of things only the organization owner can touch.
- overviewWhat does NestliCare integrate with?My Food Program for CACFP, Stripe for online payments, calendar apps for parents, and CSV exports for QuickBooks and payroll processors. No public API yet.
- overviewWhat happens when I archive a family?Parents and children are archived, room and program enrollments withdrawn, invites and auto-pay cancelled, records kept. Reversible from the Archived view.
- overviewWhat happens when I deactivate a staff member?They can't log in anymore, and everything they ever did stays attached to their name. There is no delete; deactivate when someone leaves.
- troubleshootWhat if a parent forgot their pickup code?Look it up from their family card with the key icon, or reset it if it leaked. Parents can also see and reset their own code in the app.
- overviewWhat languages does NestliCare support?English, Spanish, French, and German on the web dashboard and in emails. The iPhone app has core screens translated; Android is English today.
- overviewWhat's the difference between role and job title?Role controls what someone can see and do. Job title is a free-text label for humans and changes nothing about access.
- overviewWhere can I see the emails I sent to families?Every email sent from the Email family button is kept, with the replies. Per family on the card's History tab; all families on the Families page under Sent emails.
- troubleshootWhere is my first payout?Stripe holds every new account's first payout 7 to 14 days after the first payment. After that, payouts arrive about every 2 business days.
- overviewWho can change billing settings and issue refunds?Super admins create, send and void invoices, run auto-invoicing and issue refunds. Center admins manage plans, discounts, subsidies, credits and late fees.
- overviewWho can see the Finances page?Super admins. A center admin needs the per-person finance access grant, and even then sees revenue and payments for their own center only.
- overviewWho pays the online payment fee?Your choice in most of the US and Canada; parents cover it by default. In a few states, Quebec, and other countries the daycare covers it.
- troubleshootWhy can't a teacher see a child?The app opens on the teacher's scheduled room (or home room). Every other room at their center is one tap away on the room pills. If a child is missing everywhere, check the child's enrollment.
- overviewWhy can't I connect my own Stripe account?Payment accounts are provisioned by our team, not self-serve. Request setup on the Finances page, then complete Stripe verification yourself.
- troubleshootWhy didn't invoices generate this morning?The usual reasons in order, when to expect the run (about 9:40 to noon in your organization's timezone), and where to see what the next run will do.
- troubleshootWhy didn't the sibling discount apply?The rule picks the younger children by date of birth at billing time. Separate families, a missing DOB or plan, or a date window are the usual causes.
- troubleshootWhy do attendance times look off by a few hours?Attendance times follow the center's timezone, or the organization's if the center has none. If every time is shifted by the same amount, fix the timezone.
- troubleshootWhy hasn't a parent received their invite?Spam folder first, then Resend. An amber pill means the link expired and needs Renew invite. The printout is the reliable fallback.
- troubleshootWhy is Add staff greyed out in the app?In the iPhone and Android apps it turns on once first name, last name, and a valid email are filled in. Everything else on the form is optional.
- troubleshootWhy is an invoice lower than I expected?A credit, discount, or subsidy line usually explains it, and partially covered families generate small invoices that look healthy but underbill.
- troubleshootWhy is there no retry button for a failed payment?Retries go through the parent's payment method, so the parent pays the invoice again in the app or on the web. Auto-pay retries once, capped at 2 attempts.
- overviewWill a voided invoice come back?No. Auto-generation never recreates a voided invoice for the same period. If you still need to bill that period, create the invoice manually.
Admin on Your Phone
Rooms, Centers & Check-in
- setupAdd a centerCreate the first center in your organization, or add an additional location if you operate multiple sites.
- setupAdd a roomCreate a room with its capacity and staff ratio. Rooms are where children are enrolled and grouped.
- guideArchive or delete a centerClose a center's future without touching its past or its people, restore it later, or permanently delete a center that was created by mistake.
- guideBefore and after school careSet up school-age children who come before school and again after it. One room with morning and afternoon schedules, a plan per pattern, a second room when you need it, and attendance that keeps both stays.
- guideCheck occupancy with Room InsightsSee who's here, which rooms are in or over ratio, and how many enrollment spots are open, then move children or staff straight from a room's card.
- setupCreate a programSet up an add-on program (an optional extra like summer camp, swim or music lessons) billed on top of tuition, and enroll children in it.
- guideDeactivate or delete a roomMark a room Inactive when you close it for a season, or permanently delete an empty room you created by mistake.
- guideEdit center details and licensing infoUpdate a center's name, capacity, license, operating hours, or address after it's been created.
- guideLink rooms that share staffKeep two groups in separate rooms for your records while the same staff supervise both, and have ratio checked across them together.
- guideMove a child from one room to anotherChange the room a child is enrolled in. Click the Room row in their profile's Enrollment section and pick the new room, or remove and re-enroll for a fresh start date.
- guideMove a child to another room for the dayMove children between rooms during the day (opening and closing combines, nap, break cover, ratio) without touching their enrollment. Ratios, rosters, and parents follow the move.
- setupSet up check-in at your doorOne check-in code for your center — print it as a poster or run it on a locked tablet. Parents scan to check children in and out; staff scan the same code to clock in.
- setupSet up Room ModeLock a classroom tablet to one room so any teacher can take attendance, log activities and check the care board under their own name, with an admin-password exit.
- setupSet up the care boardChoose which rooms show the care board, which columns it shows (diaper, toilet, bottle, photos today) and optional reminder colours.
Your Team
- troubleshootA staff member forgot their passwordHow a teacher or admin gets back into their NestliCare account when they can't remember their password.
- guideApprove staff leave requestsReview, approve, deny or cancel staff time off, pick the right paid or unpaid reason, and get notified the moment someone asks.
- guideAssign staff to a roomSet a teacher's home room, the room their app opens on when they aren't on the schedule that day.
- guideDaily opening and closing checklistsTurn your opening, closing and other daily routines into checklists your team ticks off on the web or in the app, with a record of who did each item and when.
- guideDeactivate a staff memberRemove someone from your active team without losing the records attached to their name, bring them back later, or erase their personal details.
- guideFinalize timesheetsBuild timesheets from clock-ins, check the punches, then finalize them for payroll.
- setupGive a center admin finance accessLet a center admin open the Finances page for their own center, without giving them your payout accounts or bank details.
- setupRequire a QR scan to clock inMake staff scan the center's QR code when they clock in and out, so a punch proves they were on site.
- guideRun payroll and export itTurn on Payroll, run a pay period from finalized timesheets, approve it, and export a CSV to import into your payroll provider.
- guideSchedule staff for the weekBuild the weekly staff schedule, copy last week's shifts, check next week's ratios, and catch anyone booked into two rooms at once.
- guideSet a staff member's pay rateSet hourly or salaried pay for each staff member so payroll runs work out their pay correctly.
- setupSet up payrollTurn on Payroll, set staff pay rates, choose your pay frequency and PTO and overtime settings, then export approved hours as a CSV for your payroll provider.
- guideStore staff documentsUpload certifications, background checks, contracts and center-wide files like your license or policy manual, and get told before they expire.
- guideTrack training and certificationsKeep staff courses, completion records, certification expiry, and annual training hours in one place so you're ready for a licensing visit.
Families & Children
- guideAdd a child to a familyAdd a child to an existing family, with date of birth, health details, emergency contacts, a room, the days they attend, and a tuition plan.
- guideAdd a family manuallyCreate a family record directly, with parents and children in one step. For walk-ins, transfers, or anyone who didn't come through the lead pipeline.
- guideArchive a family when they leaveArchive a family to remove them from active lists while keeping their records. You can restore them later.
- guideEmail a family and keep a recordSend a short email to a family from their card, get replies back inside NestliCare, answer in the same conversation, and export the history for your files.
- guideInvite parents to the appAdd a parent to a family, send their invitation, and follow each one through to a working account and a payment method on file.
- guideReveal or reset a pickup codeLook up any parent or family member's 4-digit pickup code from their family card, and force a reset when a code is compromised.
Admissions & CRM
- setupAdd an Enroll button to your websitePut an "Enroll online" button on your daycare's website that opens your NestliCare inquiry form, so families can reach you without calling.
- guideChange the questions on your inquiry formAdd, remove, reword or reorder the questions families answer on your public inquiry (enquiry) form, including your own dropdown questions.
- guideHalf-day sessions - two kids, one spotMark a child as mornings only or afternoons only, so two children can share one full-time spot in the same day and your rooms count who is actually there at once.
- guideReview and convert a leadWork a lead from inquiry to enrollment on the Pipeline. Change its stage, assign it, log calls and tasks, email the family, then convert them to a family.
- guideSee your admissions funnel and who is waiting on a replyCheck how this week's inquiries turned into tours, waitlist spots and enrollments, and see which families are still waiting to hear from you.
- guideSend documents and enrollment formsBuild enrollment packets in Admissions & CRM → Packets and send them to new families, and send everyday forms from Documents → Document Requests.
- guideTrack leads and convert them to familiesUse the Pipeline board in Admissions & CRM to follow inquiries from first contact to enrollment, add leads by hand, and convert a lead into a family.
Sharing with Parents
- overviewAnnouncement, newsletter, message, or feed?NestliCare gives you four ways to reach parents. Here's which one to use for what, so the right people see the right thing.
- guideClosures and holidays on the calendarAdd a closure or holiday, see what it changes and what it does not, and credit every family for a closed day when you choose to.
- guideMessage a parentStart a two-way conversation with a parent, a room's parents, or a group from the web dashboard, and know who else can read it.
- guidePost an announcementSend a short notice to all families, one center, or chosen rooms, with photos or PDFs. It shows in the parent app with a notification.
- guideSend a newsletterSend a longer, plain-text update to families by email. It also shows in the parent app. Admins only.
- guideShare your calendar with families and staffLet parents and staff subscribe to your center's calendar from Google Calendar, Apple Calendar, or Outlook.
- guideTurn off parent messagingMake the app one-way for families, so parents read announcements and the feed but can't send messages.
- overviewWhat parents see in the appA tour of the parent experience so you know exactly what families can and can't see in NestliCare.
Documents & Forms
- guideBuild a fillable form template from your PDFUpload your existing daycare paperwork and drop fields where parents fill or sign, with the child's name already filled in for them.
- guideKeep your center's own files (Center Files)File your license, inspection reports, fire drill logs, policies and insurance in one admin-only place, by folder, so they're ready for a licensing visit.
- guideRequest documents from a familyAsk a family for files you need on record, like a birth certificate or immunization record. Attach the blank form if one has to be filled out by hand, and parents scan it back with the app.
- guideReview and approve a submitted formWhen a parent submits a form, it lands in your review queue. Approve it, or reject it with a note so the parent can fix and resend.
- guideSend a document for acknowledgementFor PDFs parents only need to read and acknowledge — handbooks, policies, info sheets. They type their name to confirm they read it.
- guideSend a fillable form to a familyAssign one of your form templates to a family. The parent gets an email and the form lands in their inbox to fill and sign.
Billing & Payments
- guideAuto-generate invoices on a scheduleTurn on automatic invoice generation so every family is billed on their plan's cadence without you clicking anything.
- guideBill by the hour from attendanceCharge before and after school care by the hour, so a family pays for the time their child was actually signed in — computed from check-in and check-out.
- guideBill drop-in families a daily rateCharge a flat rate for each day a child attends, with nothing billed for the days they don't — the usual arrangement for drop-in and casual care.
- setupCharge a late feeSet a flat late payment fee and a grace period, then apply fees yourself or let NestliCare apply them each morning.
- guideCharge a late pickup feeA per-minute fee when a child is picked up after your cutoff, computed automatically from real check-out times — with a grace period and a daily cap.
- setupCreate a billing planSet up a reusable tuition template with a name, amount, and billing interval, then attach it to a child's enrollment.
- guideCreate and send an invoiceCreate a one-off invoice for a single family, add line items, and send it, plus how to find any invoice and bill under the right center.
- guideCredits and referral bonusesAdd a one-off credit to a family's account, on the web or in the phone app — a referral bonus, goodwill gesture, or deposit — or credit every family at once for a closure day, and let it come off their next invoice automatically.
- setupEnable online paymentsLet families pay tuition online. Request payments setup on Finances, finish Stripe's verification, and choose who pays the convenience fee.
- guideExport a financial reportRun the Outstanding Balances, Invoices, Payments, and Billing Ledger reports and export any of them as CSV for your bookkeeper.
- troubleshootHandle a failed chargeWhat happens when a parent's card or bank payment fails, how auto-pay retries work, and how to chase, mark paid, or void the invoice.
- guideIssue a refundRefund a paid invoice in full or in part. The refunded amount reopens on the invoice, the family is notified, and you void it if nothing is owed.
- guideSee and skip upcoming invoicesPreview exactly what auto-invoicing will generate, run by run, and skip a single family's invoice for a single run when you need to.
- guideSubsidies and discountsSet up sibling discounts, and track outside payers (subsidy agencies, employers, scholarships) with per-child awards, claims, emailed statements, and the payments each one owes you.
- guideSwitch a family to bi-weekly billingMove one child from weekly or monthly invoices to one invoice every two weeks, bill the fortnight already under way, and keep everyone else as they are.
- guideUse the billing calendarSee invoices on the days they're created, due, and paid, plus what automatic invoicing will create next and whether each is emailed or kept as a draft.
Curriculum & Meals
- guideConnect My Food ProgramSend attendance and meal counts from NestliCare to My Food Program automatically, and bring menus planned there into NestliCare, so CACFP records are never entered twice.
- guideMeals, menus, and CACFPPlan menus, log what children eat, keep a food library, and export CACFP claims.
- guidePlan your week, learning centers, and observationsPlan each room's week and its learning centers, publish to families, print what licensing asks for, and log observations — from the web or your phone.
- guideProgress reports from your observationsDraft a child's progress report from the milestone observations your teachers recorded, edit it, sign it off, and share it with the family as a PDF.
- guideSet up CACFP claimingGet your daycare ready for CACFP — food library components, child eligibility tiers, daily logging discipline, and the monthly claim workflow.
Safety & Incidents
- guideGuest sign-in logLet guests who aren't family, like visitors at your events, sign in at the kiosk with their name and purpose and sign out when they leave. See who is here, and print or export the visitor log.
- guideReport and review incidentsLog an incident (a bump, bite, fall, or allergic reaction), record medical care, report it to state licensing, collect the parent's signature, and print or download the report as a PDF.
- guideSend an illness notice to a room's familiesTell the families of one or more rooms that a contagious illness was seen there, without naming who was ill, and keep a record of what you sent.
Reports & Analytics
- guideAttendance Change HistoryThe audit trail for attendance records. Every edit, deletion and day entered later, with who made it, when, and what it was before.
- guideCheck staff-to-child ratiosThree views of ratio. Room Overview for right now, the Room Day Log for any day, and the Staffing Plan report for how many staff each room's full roster needs.
- guideEmergency Offline PackPrint a binder of emergency contacts, health info, and pickup codes so your center can keep operating if the app or your internet goes down.
- guideName-to-Face Checks reportEvery headcount your staff ran over a period, who was unaccounted for, and any day a room had children but no check on file.
- overviewReports overviewEvery report NestliCare offers, grouped by category, plus the shared filters, export, and notes that work the same on all of them.
- guideReview incidents over a periodSee every incident report in a date range, with counts by type and status, medical care, state reporting, and which parents still need to be notified.
- guideRoom Day Log (who was in each room, when)A per-room record of one day. Every arrival, departure, child move and staff move with times, and the staff-to-child ratio between each of them. Built for licensing visits.
- guideRun a staff hours reportGet total hours, break time, and overtime flags for every staff member across a date range — for payroll reconciliation and labor forecasting.
- guideRun an attendance reportWhich attendance report to use (sign-in/out records, change history, or daily counts), and how to print any of them as a PDF.
- guideRun the CACFP meals reportSee meal counts by type and day, and how many meals are marked claimable. A quick count for planning, not the numbers you put on your CACFP claim.
- guideSee the current enrollment snapshotGet a live view of how many children are enrolled, their status breakdown, and distribution across centers.
- guideUse the Data Health dashboardSpot missing check-outs, unclosed time entries, unnotified incidents, and invoice gaps before they become compliance problems.
Settings & Your Data
- guideAdd your own activity tilesGive the activity logger tiles for the things your program actually does, with your own name and icon, and hide the built-in tiles you never use.
- setupChange your organization name and timezoneEdit your organization's name and timezone under Settings → General, see who can change them, and why the timezone affects times already recorded.
- setupChoose your check-in methodsTurn manual, kiosk, and QR-code check-in on or off for your whole organization, and require a signature at check-in if your subsidy program asks for one.
- setupEmail reports and backupsHave signed forms and periodic CSV reports emailed to you, as a copy of your records kept outside NestliCare.
- setupNotice children who haven't arrivedSee which children due in the morning have not been checked in or marked absent by a set time, and optionally ask their families in the app.
- setupOur Data Processing Agreement (DPA)How your daycare agrees to NestliCare's Data Processing Agreement, where to read it, and how to get a copy.
- setupRequire a signature at check-in (SISO)Ask parents to sign on the kiosk when they check a child in or out, and keep the signature with the attendance record.
- setupTurn features on or offChoose which modules your daycare uses under Settings → Features. Turning one off hides it for everyone but keeps your data.
- setupTurn notification types off for everyoneUse Notification Defaults to switch a kind of notification off for your whole organization, families and staff alike, or leave it on so each person chooses.
