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Getting Started with Carefully for Small Businesses
Welcome to Carefully for Small Businesses! We are thrilled to partner with you to support families with young children by making your services more accessible and efficient. Whether you’re a family child care provider, offer after-school programs, or organize fun classes and activities, Carefully is here to streamline your operations and connect you with families who need your services.
Our platform makes it easy for families to find affordable, community-based options while giving you more time to focus on what matters most: ensuring children are safe, learning, and having fun.
With Carefully, you can:
Receive and manage booking requests
Notify families who sign up for a waitlist when a spot opens up
Take attendance
Communicate and coordinate with all the families enrolled
Let parents connect with each other to organize pickups, dropoffs, and playdates
Collect payments seamlessly
Getting started is simple! Follow these four easy steps, and you’ll be ready to save time and grow your business.
Step 1: Set Up Your Sessions
Define the basics of your offerings:
• Dates: When your sessions will take place (e.g., weekly, one-time events, ongoing care).
• Times: Specify start and end times.
• Pricing: Set your rates for care or activities
• Discounts: Add any promotional offers or sibling discounts to attract families.
Carefully makes it simple to customize sessions to fit your schedule and pricing preferences.
Step 2: Add Care Slots
Provide details on the availability of your care or activities:
Total Slots Available: Indicate how many children you can accommodate.
Slots by Age Group: Specify availability for different age groups, if applicable.
Carefully tracks real-time availability, so parents can see open spots without calling you directly. If a session is full, they can join a waitlist and be automatically notified when a slot opens up.
You can also add multiple care slot options, such as:
Morning, afternoon, or all-day sessions
Drop-in care
Weekend programs
Step 3: Add and Verify Payout Information
Carefully securely processes payments through our NACHA Certified partner, helping you avoid excessive fees while keeping costs low for parents and providers. Your temporary deposits are held with an FDIC insured banking partner when needed.
To accept bookings and payments, enter your:
Social Security Number
Bank Routing Number
Account Number
Note: You can set up payout details later if you prefer, but you’ll need to complete this step before accepting your first booking.
Why do we need this information?
Learn more about our secure payment processing here.
Step 4: Review and Publish
Once your sessions are set up, click Review and confirm that everything looks like you expect then Publish to make them visible to families searching for care. You can also share a direct link with current families so they can access the page directly and sign up without having to search.
Payment Processing Overview
When a parent adds money to their Carefully Card, those funds are securely held in a dedicated bank account and can only be transferred to you when the parent makes a payment (Carefully never has access to these funds). Once you initiate a withdrawal, the money is transferred to your bank account via standard ACH transfer methods.
Why do you need my full Social Security number?
Although Carefully does not directly hold the funds, we are still required to comply with federal regulations aimed at preventing money laundering. Any organization that sends funds to individuals, businesses, etc., is required to collect and verify information about people, known as “Know Your Customer” (or KYC) checks. To perform these checks, our Payment Provider needs to gather certain information so they can verify your identity. Carefully does NOT ever store this information. We collect and send the info to the payment processor for verification.
By joining Carefully for Small Businesses, you’ll save time, simplify bookings, and connect with families looking for trusted, affordable care options. Thank you for letting Carefully support your journey. Together, we’ll make a difference for children and families in your community. Let’s get started! 🎉
Need additional help? Contact us anytime for support at care@carefullyapp.com or message us in the app.