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Welcoming people to Family Portal

Get a checklist to launch and promote the Family Portal

Updated over 7 months ago

This checklist helps your community successfully launch the Family Portal for sharing activity calendars, communications, and processing payments.

Before Launch (2-4 weeks prior)

  • Send a Carefeed Feed announcing the upcoming Family Portal

  • Include Family Portal flyers with monthly statements

  • Add a "Coming Soon" banner to your website

  • Create handouts with scannable QR codes for payments

Launch Day

  • Update your website with the correct Family Portal links

  • Send a Carefeed Feed announcement that the portal is ready

  • Set up automatic invitations for new admissions

  • Place printed QR codes throughout your community

  • Encourage families to set up AutoPay

Post-Launch (ongoing)

  • Check with staff to identify what's working well

  • Recognize teams that help families adopt the system

  • Share success stories about Family Portal benefits

  • Send quarterly Feeds promoting the Family Portal, AutoPay, and eBill notifications

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