Switching from Brightwheel
Your roster and your parent contacts land in one pass. Balances stay in Brightwheel until you close it. Every row is shown to you before anything is saved, and a person will do the whole pass with you if you would rather.
We have not checked where Brightwheel keeps its export, so we will not guess at a menu. Look under Reports, or under Settings. A spreadsheet, a PDF, or a photo of a paper list all work.
You do not have to reshape the file first. We read it, show you every row we found, and you approve before anything is saved. Prefer to start clean? The templates below are already in your words.
Send us the file and we do the pass with you. It is included on every plan, not an onboarding fee, and you keep Brightwheel running as long as you like.
Have us do itEach one opens in any spreadsheet, with two example rows to overwrite. Your Brightwheel export works too — we read the common column names either way.
- Children with birthdays, allergies, dietary notes and medical notes
- Parents and guardians, with the email their invite goes to
- Emergency contacts and pickup people, each with a kiosk PIN
- Staff with their role, so nobody re-picks permissions one dialog at a time
- Current enrollments onto sessions that already exist here
- Your rooms, from the answers you already gave. Confirm the names and ages.
- Your tuition plan, priced once and applied to everyone.
- Saved cards and bank details. No system hands another its stored cards. Every provider in this industry says the same. Each family adds a card once, at their first invoice or booking. Autopay picks up from there. If your old system is on Stripe, a card transfer exists — your current provider has to request it from Stripe, and it takes about ten business days. Ask us and we will start it with you.
- What families owe you today. Open balances live in your old ledger, and no import writes money here. Two good options. Let the old system finish its last cycle and start clean here, or send us the amount per family and a person enters them as starting charges.
- Past invoices, payments and receipts. History belongs to the system that made it. Your ledger here starts the day you switch. Keep read-only access to your old account for your records. Most programs keep it about a month, then export a copy.
- Old attendance, daily reports and messages. Nobody in this category moves these, and a partial copy is worse than none. Download what you need from the old system before you close it. Your first day here starts a clean, complete record.
“Each payer must add their own payment method.”
Bring your children over today.
Set up in an afternoon — and tomorrow the door just opens.