Switching to CubbyTrack

Moving your center should feel manageable—not overwhelming.

CubbyTrack gives you a clear setup path for center information, children, classrooms, staff, billing, and families so you can move at a pace that works for your program.

No setup fee · Every feature included · Direct support available

Your move-in plan

Set up the center first. Invite families when you're ready.

1Create center settings
2Add or import records
3Set up staff & billing
4Review your workflows
5Invite families

You do not have to switch everything in one day.

Use your trial to build and review your CubbyTrack setup before making it your center's daily system.

A clear five-step transition

Know what happens before you start.

The goal is to keep the move organized, let your team test the system, and avoid turning a software change into a center-wide scramble.

01

Create your center

Start your CubbyTrack account and enter the basic information your team needs: center details, classrooms, operating information, and settings.

You can begin before changing anything in your current system.

02

Bring over the records you need

Use CubbyTrack's Import Data tools for supported records, or add information directly as you work through your setup checklist.

You stay in control of what moves into CubbyTrack.

03

Set up your team and billing

Invite staff, prepare schedules and time tracking, connect supported online tuition payments, and confirm the workflows your center will use.

Test the setup during your 30-day trial.

04

Invite families when you're ready

Once your center is set up, connect parents and guardians so they can access their secure family portal, communication, forms, billing, and child information.

You decide when families begin using CubbyTrack.

Your setup checklist

CubbyTrack tells you what to do next.

New center owners and directors see onboarding progress inside the dashboard. Complete one step at a time and use the system as it takes shape.

1

Center information

Address, contact details, operating settings, and center profile

2

Classrooms

Create the rooms your children and staff use every day

3

Children & families

Add records directly or use supported import tools

4

Staff

Invite your team and prepare schedules, time clock, and compliance

5

Billing

Set up tuition workflows and supported Square payment processing

6

Parent access

Invite families only after your center setup is ready

Less switching anxiety

A safer way to change systems.

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No overnight switch required

Set CubbyTrack up while your current system is still available, then move your center when you are comfortable.

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Your setup has a checklist

CubbyTrack shows owners and directors the next setup step instead of leaving them with an empty dashboard.

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Import tools are built in

For supported records, use CubbyTrack's Import Data area instead of retyping everything one record at a time.

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Direct support is available

If you get stuck, reach CubbyTrack Customer Support at support@cubbytrack.com.

Need help with the move?

Talk to CubbyTrack before you switch anything.

If you have questions about how your current records or workflows fit into CubbyTrack, contact us before making changes at your center.

Build your CubbyTrack center before you make the switch.

Start your 30-day trial, work through setup, bring over the records you need, and invite families when your center is ready.