Welcome to CubbyPro
If you have just signed in for the first time, this walkthrough is for you. CubbyPro is built so a director can run the whole centre — admissions through tax receipts — from one place. Most of what you need every day lives in three areas: your dashboard, the search bar, and the sidebar. Once these click, the rest of the product follows naturally.
This guide is written for centre directors and administrators on web. The mobile and tablet apps follow the same structure with a slightly different layout.
Customizing Your Dashboard
The dashboard is the first thing you see when you sign in. By default it shows a curated set of widgets, but every director's day looks a little different — so you can change which widgets appear, how big they are, and what order they're in.
Add or remove widgets
At the top right of the dashboard, click the ⚙️ Customize button. A panel opens with every widget available on your plan. Tick a box to add a widget; untick to remove it. Available widgets include:
- 📊 Stats Overview — children, attendance, staff, and class counts at a glance.
- 🚀 Quick Actions — one-click buttons to your most-used pages.
- ⚠️ Needs Attention — alerts for missing check-ins, overdue invoices, expiring documents.
- 📋 Compliance Status — live compliance items and overdue tasks.
- ✅ Student Check-In — live attendance for the day.
- 🕐 Staff Check-In — staff clock-in status (Professional and Enterprise).
- 👥 Staff Schedule — today's shifts and breaks (Professional and Enterprise).
- 📅 Calendar — upcoming events this week.
- 📝 Daily Plans — today's curriculum activities by class (Professional and Enterprise).
- ⚠️ Recent Incidents — the latest five incident reports.
- 💳 Billing Snapshot — invoice totals and outstanding amounts (Professional and Enterprise).
- 🏠 Room Counts — live occupancy per classroom.
- 📋 Recent Activity — the latest child activities logged.
- 💬 Messages — recent unread messages.
Resize and reorder
Once a widget is on, two more controls appear:
- Half / Full — toggle the widget's width. Half-width widgets sit two-per-row on a desktop monitor; Full-width takes the whole row. Use Full for the widget you check most often (Stats Overview is a common pick), and Half for everything else.
- Drag to reorder — close the Customize panel, then click and drag any widget on the dashboard itself. Your order is saved per user, so each director and administrator can have their own layout.
If your dashboard ever feels cluttered, click Reset to Default in the Customize panel to start fresh.
Using the Search Bar
CubbyPro has a fast keyboard search that jumps you anywhere in the app — pages, students, staff. It is the quickest way to navigate once you know it exists.
- Press Ctrl+K on Windows or ⌘+K on Mac to open the search bar from anywhere.
- Start typing — results group by sidebar section as you type. Search matches page names, section labels, and short descriptions.
- Use ↑ and ↓ to move through results, Enter to open the highlighted item, and Esc to close.
Tip: typing a partial word usually does the job. inv finds Invoices and Immunizations. cwe finds CWELCC Reporting. Once you have used search a few times, you will find yourself reaching for it instead of the sidebar.
Your Sidebar, Explained
The sidebar groups every page in the product into nine sections. Here is a quick tour of what lives where.
Dashboard
The home view we just covered. Always one click away.
Daily Operations
Everything that happens day-to-day inside the centre: Calendar (events and closures), Staff Check-In, Student Check-In, Room Counts (live ratios), Daily Plans (curriculum activities), Activities (what each child did), Sleep Monitor (nap logging and 15-minute checks), Menu Builder, and Contacts (the centre directory).
Student Management
The student record itself: Classrooms, Students (enrol, edit, archive), Learning (curriculum tracking and progress reports), Incidents (report, notify parents), Photos & Videos, and Immunizations (centre-wide dashboard plus per-student records).
Enrollment
Admissions for inquiry tracking and offer letters, and Waitlist for ranking and follow-up.
Communication
Messages (two channels — Teachers and Office), and Announcements (broadcasts to families and staff with email delivery).
Billing & Finance
Available on Professional and Enterprise: Billing (subsidies, autopay), Invoices, Tax Receipts (CRA-compliant), and Expenses & Tax.
Staff Management
Available on Professional and Enterprise: Staff (directory, roles, password and PIN reset), Staff Schedule, Timesheets, Time Off Requests, and Staff Certifications (with expiry alerts).
Compliance
Compliance (fire drills, playground inspections), CWELCC Reporting (FTE, fee caps, workforce, SFR, ROA — exportable to CSV), and Reports (child and staff attendance reports with date-range and CSV export).
System & Security
Settings — your home for centre configuration:
- Director Profile — your own info, avatar, kiosk PIN.
- Centre — logo, timezone, operating hours, Dashboard Alerts toggles, parent invitation defaults.
- CWELCC — Ontario rates, wage floors, ratios.
- PIN & Device — which actions need a PIN, lockout, failed-attempt alerts.
- Security & Audit — full audit log of who did what.
- Email Log — every email CubbyPro has sent on your behalf.
- Subscription and Billing History — your CubbyPro plan and invoices (web only).
Where to Get Help
You never have to remember any of this from memory. CubbyPro has three places to ask for help:
- In-app help chat — open the chat bubble in the bottom corner of any page. Cubby, our built-in assistant, knows every navigation path and how-to in the product, and can hand you off to a human if you would rather speak to someone.
- Contact Support tab — inside the help chat panel there is a Contact Support tab that sends a message straight to our team.
- Email and phone — write to support@cubbypro.com or call (844) 679-1062 any time.
If you have made it this far, you have already seen most of how a CubbyPro director's day works. The dashboard is your morning view, the sidebar is your full toolkit, and search is the shortcut between them.