Before you start using Notebook App

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: 

Centre Settings - How to add Age Groups and Rooms/Classes?

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 

Important: Please note that to sign in-out students via the notebook app, you will need to use the 'Staff Login' option. If you're an admin and want to sign in-out students, then you can create staff access for yourself by going to 'Centre Settings' >  'Staff' add your email as a staff member. 

For instance, if your admin (the main centre account) email address is thecompany@example.com, then you can use the same email address to create a staff login in Centre settings > Staff. Be sure to give 'Full Access' since you are an administrator using the staff login option.  

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:

Different ways to enrol students | Option A: Using Registration Forms

Different ways to enrol students | Option B: Using Students Register

Different ways to enrol students | Option C: Using Bookings Link

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: 

Centre Settings - Setting Up Products (Contracted) & Pricing

Centre Settings - Updating booking schedule for contract sessions

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.)