Although you may have all permissions included in your parent handbook, which is also signed, this agreements list is a great way to highlight specific items in a way that is easy for parents to read and understand. Your parent handbook will likely be more in-depth and detailed than agreements. Agreements typically include short, one or two sentence descriptions, though your description can be as long as 4000 characters, including hidden formatting characters.
Agreements can also be included on the Timesavr online registration page, which means parents can give their consent at the time of registration so you don't have to worry about it later.
To customize the agreements, navigate to Admin > Intake > Agreements Setup.
Edit Agreement
Insert Agreement
When you edit an agreement, you can use the formatting options toolbar to change the look of your text. You can bold, italicize, and underline. As well as use bulleted or numbered lists, change the font family, font size, font color and highlight. You can also insert a link or add a horizontal rule. Your agreement on the agreements form, as well as the online registration form, will display exactly as you see it in the editor.
Formatting can be applied only to the description of the agreement, not the name.
Sort Agreements
Use drag & drop to change the sort order of your agreements. To drag, you must grab the handle in the sort column. This will highlight the current agreement, which you can drag and drop in the desired order. Your new sort order is saved automatically.
How to use
There are three ways to manage agreements with parents:
-
Online Registration: Parents can check off agreements while filling out the online registration form.
-
Printed Form: Print the form for parents to physically sign and file it with your documents.
-
Manual Entry: On any family profile open the Tools menu and check off agreements manually.
This flexibility ensures that parental permissions are collected and stored in a way that best suits your childcare center's needs. If your centre policies allow for the use of checkboxes to grant permission on these agreements, then displaying them on the registration form may be enough. If however, you require actual parental signatures for consent, then you can print out the form for that family. Or do both. There is no digital signature option at this time.
Online Registration
To include the Agreements section in your online registration form, follow these steps:
-
Go to Admin > Intake > Online Registration.
-
Click on the Options & Labels tab.
-
Scroll down to the bottom until you see Sections to Include.
-
Check or uncheck the Agreements box to enable or remove it from the form.
To print this form for a specific family, go to the family's profile page and open up the Tools menu. In the center column of the tools menu, below the list of agreements, you'll see an option called "Printable Agreements Form". When you open the form this way, it will open for this specific family, with the family name and children's names listed at the top.
This form can also be opened by going to Reports > Tools > Agreements Form, but if you open it this way you will have to select the family name from the options in the left hand side criteria panel, and click Run Report.
Using the left hand side criteria panel, you can also prefill the dates on the report, which will automatically populate the current date on each date line. And if you select a signing authority, that name will be listed just underneath the signature line for each agreement. The default signing authorities listed are both parents, but you can also select the third option which allows you to type in any name you need.
Manual Entry
To record consent for agreements manually, navigate to the specific family profile for which you want to record consent. Open up the Tools menu, and check off the agreements listed there. Your changes are saved automatically.
The agreements summary report is found in Reports > Tools > Agreements Summary. This report will tell you which agreements each family has agreed to. It can be grouped by agreement, or grouped by family. If you select a specific family, then it will be grouped for that family, otherwise it will be grouped by agreement, with all the families listed below each agreement. Keep in mind that agreements apply to an entire family, not an individual child.
Use the dropdown menus on the left-hand side criteria panel to customize the report based on your needs.
- Rooms: Filter agreements by specific rooms or view all rooms.
- Families: Select a specific family or include all families.
- Agreements: Choose to display all agreements or focus on a specific one
- Both Agreed & Non-Agreed: Filter by agreement status
Click Print at the top to generate a physical copy of the report.