For Administrators

Help topics that apply to administrators and the Administrator Dashboard

Sasha Reiss avatar Josh Andrews avatar Daniel Andrews avatar +1
140 articles in this collection
Written by Sasha Reiss, Josh Andrews, Daniel Andrews and 1 other
Getting started

Prepare for the first day of school

Follow this guide to make sure your students, guardians, and you are prepared for the upcoming school year!
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

Welcome to Playground

Bookmark this page to refer back to as you set up your Admin Dashboard.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Playground glossary

Common Playground terminology.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Admin Dashboard Walkthrough

A general overview of our Admin Dashboard.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Create a new document

Create a new fillable PDF document on the Paperwork tab
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Administrator App Walkthrough Video

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to set up multiple Playground accounts for one person

If an individual is both a staff member and parent, you'll be able to link their accounts to one username and password.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Procare Roster Upload

Export your Procare data and upload it into Playground.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Procare Staff Roster Download

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to add a class

Add a classroom to the Admin Dashboard
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Setting students' schedules

How to apply a schedule for an individual student or a group of students
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Step-by-step self-onboarding for administrators

A detailed guide for setting up your center in the Administrator Dashboard.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Creating a Playground school

How to create a new Playground school
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

How to set up a program

Extracurricular activities can be managed as Programs through the Administrator Dashboard.
Josh Andrews avatar
Written by Josh Andrews
Updated over a week ago
Attendance and checks

Mark a classroom inactive

Mark a classroom as inactive if it is not currently being used
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Contactless check-in/out

Send guardians a prompt to their phone to check in
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

Add sibling

Add a sibling to an existing student
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to schedule a future class change

Schedule an automatic future classroom change for a student
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

View the students enrolled in a program

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Add a missing program check-in

Record a date and time of a student's program check-in from the Admin Dashboard.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

Enroll students into a program

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

How to schedule a future inactive date

Mark a student inactive in advance of their last day at your center
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Remove an absence

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Edit an absence

Edit a recorded student absence.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to add a single student

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to view carpools at your center

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Add a missing check-in or out for a student

How to add a missing check in or out for a student
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

How to edit a wellness check

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Preparing for the last day of school

Follow this guide to end the school year off strong!
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Mark a student as inactive

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Immunizations

Track your students immunizations and vaccine records on the Student profile.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Viewing current classroom ratios

How administrators can see their current classroom ratio numbers
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Editing a student attendance record

Editing a student's attendance record check-in/out times
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

How to enable, complete, and run reports on daily wellness checks

Ensure your school's safety with daily health surveys for you and your staff members.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago
Billing

Calculations in amount fields

Make percentage and flat rate calculations in amount fields.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Send overdue reminder

Remind guardians of their overdue balance by sending them an email
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

See a family's charges from the Admin Dashboard

View an entire family's charges from the Admin Dashboard.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Billing: Add Charges

Create charges for your students
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Switching to Payments Plus

Instructions on how migrate to Payments Plus to receive faster payouts.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Fee Approvals

Overage charges and program enrollment fees must be approved or waived by an admin in the Admin Dashboard.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Charging multiple students or siblings at one time

How to charge multiple students, the same amount, at one time.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Charging a guardian's payment method

Charge the guardian's payment method on file on their behalf.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Enabling mandatory autopay for guardians

Ensuring payments are made when a guardian adds a credit/debit card/ACH for autopay
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Set up student overage billing

Ensure parents are automatically billed when students remain past their scheduled time.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago
Payments

Adding a new parent payment card from the Administrator dashboard

How to manually add a credit or debit card to a student's record
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Accepting payments

The different methods of making payments in Playground.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Request autopay from guardians

Send an email to primary guardians to request they enable autopay.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Schedule a payment

Schedule a future payment for a student.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Add a guardian's credit card to their account

Add a guardian's credit card through the Admin Dashboard.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Save as a new item on statement while making a payment

Do two actions in one by saving a new item on statement while recording a payment.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to refund a guardian

Refund a parent or guardian for a payment they've made.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Payouts

View payouts to your bank account.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Disable autopay

Disable autopay for a parent that is currently enabled.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Amount unposted

What the amount unposted means and how to adjust it on the student's Payment tab
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to Enable ACH on Stripe

Learn how to enable ACH through Stripe to collect ACH payments
Josh Andrews avatar
Written by Josh Andrews
Updated over a week ago

Transaction fees

An explanation of the transaction fees that apply to payments collected by credit, debit, or ACH through Playground's Payments feature.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Payments overview for administrators

An overview of how payments work through Playground, featuring links to additional resources and Help Center articles.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to add or edit a discount

A guide to adding or editing discounts on one-time charges or payment plans invoiced to a student balance.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to apply a discount

A guide to applying discounts on one-time charges or payment plans invoiced to a student balance.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to fix an incorrect charge

A primer on three different methods to fixing an invoiced charge, and why we don't recommend deleting charges.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to record an offline payment

A guide to recording payments that aren't processed by debit, credit, or ACH through Playground's Payments feature.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to apply a credit

A guide to applying a credit to a student balance from the Administrator Dashboard.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to edit or delete a saved charge template

Manage saved charge templates from the Billing Overview page on the Administrator Dashboard.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to edit a payment plan

A guide to editing a payment plan that has been invoiced to a student.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to edit a one-time charge

A guide to editing a one-time charge that has been invoiced to a student.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to create charges

Using recurring charges allows you to automate weekly, bi-weekly, or monthly charges to your guardians.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

How to create a one-time charge

Through the administrator dashboard, create a one-time charge to add to a student's balance.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Setting up payments for your school

Verify your business with Stripe to start collecting payments on Playground
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago
Documents

Download paperwork responses

Download all paperwork, forms, fillable PDFs, or file requests in bulk to your computer.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Forms

Create a form for guardians to complete.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Preview a document

View a document as it is seen by parents
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Edit a Document

Edit an existing document from the Admin Dashboard
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Document recipients

Share documents with a specific group of guardians
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Send document to parents

Send a document to parents after creating a new fillable PDF
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Connect a form field

Use connecting a form field in your fillable PDF documents to auto-fill information you already have.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Complete a document on behalf of a guardian

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

View only documents for parents

This is great for school calendar or parent handbook
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Document settings

Manage access and permissions of documents to teachers or parents.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Introduction to paperwork for administrators

A guide to Playground's Documents features
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

File Requests

Let families upload their own documents
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to view and download completed documents

View and download completed file uploads or documents.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Resend a document to parents

How to resend the link to an already-created document by email
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago
User management

Switch Accounts

Switch between different views of Playground if you're signed up using one email
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to disable a Staff member's account

Restricting a staff member's account without deleting it
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Adding an existing guardian to another student's account

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Active vs. inactive

The difference between active and inactive students.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Staff roles

An explanation of each staff role
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Invite guardians to Playground

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to switch one or more students between classes on the Administrator Dashboard

A guide to switching students from one classroom to another on the Administrator Dashboard.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Guardian relationships

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to edit a student's information from the Administrator Dashboard

A guide to updating a student's information as an administrator.
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Assigning Teachers to Multiple Classrooms

How to use the administrator dashboard to assign a teacher to more than one classroom
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Adding multiple students to a school

Bulk upload students, add a student to an existing family, or add a student to a new family.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

How to add parents or guardians to Playground

A guide to adding parents of new students and existing students to Playground through the Administrator Dashboard.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

How to add, edit, or delete staff

Invite your teachers to join your center on Playground
Sasha Reiss avatar
Written by Sasha Reiss
Updated over a week ago

Changing a classroom name

How administrators can quickly change a classroom's name
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago
Enrollment

Turn off automatic emails sent through enrollment

Automatic emails are sent out by default as students move through the enrollment funnel. Follow the steps below to turn this off.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Cannot accept students via enrollment

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

Enrollment forms

Build out your application with questions a family will answer in order to apply to your center
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Center details

Add your center's information on an enrollment listing.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to delete a student from the dropped column of the enrollment funnel

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Enrollment FAQ

Frequently asked questions about the enrollment flow
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Board options in the enrollment funnel

Choose the information you'd like to see on an applicant's card in the enrollment funnel.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Parent-view of enrolling to a listing

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Enrollment plans

Create price points for specific schedules or groups of students for guardians to apply to.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to accept a student through the enrollment flow

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

View a completed application

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Enrollment additional charges

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Programs through enrollment listings

Add additional programs that a family can register for when applying to your center.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

Add documents to your enrollment listing

Select documents that guardians must complete prior to submitting an application to your center.
Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated over a week ago

How to edit an enrollment listing

Editing an enrollment listing for administrators
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Create an enrollment listing for your center

A tutorial for Admins to create a listing where families can complete the application process online.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Enrollment email templates

Stephanie Blitshtein avatar
Written by Stephanie Blitshtein
Updated this week

Sharing your enrollment listing link

Giving families direct access to your center's enrollment page.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago

Managing the Enrollment funnel

How to manage applications once they've been submitted.
Daniel Andrews avatar
Written by Daniel Andrews
Updated over a week ago