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Brightwheel Essentials - Onboarding Resources

Written by Audrey
Updated over 11 months ago

Below, you'll find a recording and key resources to help you learn how to navigate the essentials in brightwheel. We've also included details on brightwheel Academy, where you and your staff can master brightwheel through easy-to-follow courses.

Learn more below!


Brightwheel Essentials Resources

🎥 Video webinar

Note: This is a pre-recorded video. Product features and information may be outdated since the time of recording.

📄 Written resources

👩‍🏫 Training Teachers

Take 15 minutes to add teachers and send over training materials. Once they're up and running, they will have a more streamlined day and stronger connections with families.

💰Setting Up Billing Plans & Adding Charges

Once you have added your deposit account, there are just a few easy steps to get started!

  • Configure Billing Settings - Determine how payers will be able to submit payments. You can decide whether to accept online payments via ACH and/or cards, whether to pass processing fees on to payers, and whether to enforce autopay to ensure you get paid on time.

  • Create Billing Plans & Set Up Charges - Billing plans are the core of brightwheel’s billing platform. Billing plans allow you to automate recurring charges, saving your staff hours by eliminating manual work. Billing plans define the schedule for when charges will be invoiced to payers on a regular basis.

👩‍👧‍👦 Inviting Families

Take 10 minutes to invite parents to join your program on brightwheel. They're going to love it!


Brightwheel Academy Training

Brightwheel Academy is packed with curated courses and learning paths to help you and your staff master using brightwheel. 🚀

Whether you're an Administrator, Manager, or Teacher taking your first steps to use brightwheel - we've got you covered. Our current content library is designed to serve those just getting started.

💡 We recommend you enroll in the Getting Started with the Core Features and Billing Learning Path.

Learn how to register and enroll in our Brightwheel Academy Overview resource, and let the learning adventure begin!

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