Set up your center
The handful of settings worth getting right on day one, because everything else reads from them.
Center profile
Open More → Settings and expand Center Settings for the center's name, address, phone, email, license number, licensed capacity and time zone, then tap Save center settings. Use the name families would recognize rather than the legal entity name if they differ — it's the name in the emails RoundUp sends them.
The rest of the center's configuration, including the address fields RoundUp reads your state from, is under Logins & configuration on the same screen.
Hours and closures
RoundUp uses your closing time to decide when a child who is still checked in shows as a late pickup on the Home and Classrooms screens. Set your weekly hours under Settings → Configuration → Hours of operation: open or closed for each day, with opening and closing times in 24-hour form (07:30, 18:00). Until you save them, RoundUp assumes a 5:30 PM close. A closing time that's an hour early flags every family in the last hour, so check it matches your handbook.
Dated closures — holidays, in-service days — are still entered in the director portal. Saving your weekly hours in the app leaves them as they are.
Add the days you're closed under Upcoming closures in Center Settings. Adding a date emails your families a closure notice, so add it once the date is certain.
State and licensing
Your state determines the staff-to-child ratios RoundUp measures your rooms against, and which state reports appear. RoundUp takes it from the state in Center address under Logins & configuration. Get this right before you rely on any ratio reading — the arithmetic is only as good as the rule it's applied to.
Oregon's ratio and illness-exclusion rules were checked against the current Oregon rule text. Other states' rules haven't been checked to the same standard yet, and rules change, so confirm the numbers with your licensor wherever you are. The ERDC attendance export is Oregon-only; see Subsidy and ERDC.
Your classrooms
Children and staff both attach to classrooms, so check your rooms before adding either. Their capacity and ratio settings are under Logins & configuration → Classroom Settings; see Classrooms. There's no button for adding a new classroom in the app, so if a room you need is missing, email support.
A sensible order
- Center settings and address Everything else reads from these.
- Classrooms With accurate names and any stricter ratio you staff to.
- Staff Invite them from Settings → User Management. See Adding and removing staff.
- Children and families Import them from a spreadsheet with Enrollment → Import roster. See Import your roster from a spreadsheet.
- Invite families Last, once there's something for them to look at. See Invite families to the app.
Inviting families before the rooms and rosters are right is the most common way to make a rocky first week for yourself.
More: All director guides