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Getting started

Getting started: your first week

The order we suggest for setting up your centre, from rooms to the first invoice.

Clovernest works best when you set things up in this order. Each step takes a few minutes, and each links to its own guide.

1. Your centre's details and look

Click your centre's name at the top of the menu, then Centre settings. Check your name, address and licensing details, choose who gets parents' replies (Replies go to), and pick your colours and logo. See Centre settings and your look.

2. Rooms and schedules

Add each room or program with its ratio and capacity under Settings → Rooms, then the schedules you offer (full time, part time) under Settings → Schedules. See Rooms and ratios and Care schedules.

3. Fee plans and billing settings

Add your monthly fees under Billing → Fee plans, then choose when invoices are made and how families pay under Billing → Billing settings. See Fee plans and Billing settings.

4. Families and children

Add each family, its parents and children, and put each child in a room, a schedule and a fee plan. See Adding families and children.

5. Your team

Invite your staff under Settings → Staff and give each the right role. See Adding staff.

6. Check-in, forms and the family portal

Set up a tablet kiosk or door QR code, choose your forms, and invite parents to the family portal. See Kiosks and QR codes, Forms and e-signatures and The family portal.

We set it up with you. If you're in your free trial, we can bring your families, forms and fees across for you. Send us a support request.

Still have a question?
Customers can contact support in Clovernest under Help. Not a customer yet? Email [email protected].
All guides

Multi-location quote

Two or more locations? Tell us a little and we'll send a quote, from $249 a month.

We'll reply within one business day. Privacy