Onboarding for customer success

Children's nursery onboarding template

This template can be sent to parents to help manage the process of enrolling children into a daycare nursery. It can help with sorting out the paperwork, as well as easing children gently into the new environment.

Use this template to onboard your customers.

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Nursery enrollment and onboarding checklist

Welcome to our nursery! We are thrilled to welcome your family. This checklist will guide you through the necessary enrollment forms, health checks, and preparations for your child's first day with us.

No due date

Link tasks to actions, such as completing forms or booking meetings

Registration and legal documents

Let us get the official paperwork out of the way so we can focus on your child.

Complete the main enrollment form

Please fill out the primary enrollment form with your child's basic details, home address, and authorized pickup individuals.

No due date Complete form

Sign the parent agreement form

Review and sign our nursery policies, including fee structures, late pickup policies, and code of conduct.

Set up emergency contacts

Provide details for at least two emergency contacts who can be reached if we cannot get ahold of you.

No due date Complete form

Review and file enrollment paperwork

Ensure all documents are signed and uploaded into the nursery management system.

No due date Any team member

Tasks can be for the customers being onboarded, or for the team

Health, medical, and dietary information

Your child's health and safety is our top priority. Please provide us with all necessary medical and dietary information.

Submit vaccination records

Upload a copy of your child's up-to-date immunization records from their pediatrician.

No due date Upload documents

Complete the allergy and dietary needs form

List any known food allergies, intolerances, or religious dietary requirements your child has.

No due date Complete form

Log dietary needs into the kitchen system

Update the catering sheet to ensure the nursery chef is aware of any specific allergies or preferences.

No due date Any team member

Create a medical action plan if required

If the child has a severe allergy or medical condition, draft a care plan and brief the room staff.

No due date Any team member

Preparing for the first day

Everything you and our team need to do before your child walks through the doors for their first settling-in session.

Schedule settling-in sessions

Book your child's introductory short sessions to help them gently transition into the nursery environment.

Pack the nursery bag

Pack a bag with spare clothes, diapers, wipes, a water bottle, indoor shoes, and a comfort item from home.

No due date

Assign a key worker

Assign a dedicated key staff member to the child and introduce them to the parents.

No due date Any team member

Prepare the child's cubby and welcome pack

Label a cubby and coat hook with the child's name and have their welcome pack ready for the first session.

No due date Any team member

The settling-in period

Steps for the crucial first few days to ensure your child feels safe, secure, and happy.

Attend the first settling-in session

Bring your child in for their first one-hour session. You will stay in the building while they explore their new room.

No due date

Log observations from the first session

Note how the child interacts with the environment, other children, and staff to share with the parents.

No due date Any team member

Review progress and set a full start date

Have a brief chat with the parents after the settling-in sessions to finalize the plan for their first full day.

No due date Any team member

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Three simple steps to onboard customers

Step 1

Grab this template

Step 2

Send to customers

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Customers complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard customers

Your brand (even the emails)
Instantly know what's been done
Shows customers what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask customers to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the children's nursery onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your customers. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this children's nursery onboarding onboarding template for?

If you run a team that needs to onboard customers then the children's nursery onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite customers to it and make sure all the tasks get done, on time.

How do customers use it?

First you'll invite customers to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your customers won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your customers to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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