VerticalChange

Lauren Kozyra

Angela Lim

Organization Specific Articles

How to make sure your Family & Family Member data is getting back to First 5 Santa Barbara

Connect Family & Family Members to First 5 Programs

SBF5: Completing your BAR Narrative

SBF5 BAR: Details on Calculations

SBF5: Reviewing your BAR data for accuracy

Santa Barbara First 5: Combined Intake Forms 1 & 2

How to use the Report Builder to find who is being counted in your BAR Unknown column

SBF5 BAR - Who are my Unknowns?

VerticalChange First 5 Application Overview Guide

Family Program Enrollment and Staff Assignment Video Overview

The video shows you how to use the Family Summary Dashboard feature in VerticalChange.

Family Dashboard Video

The video shows you how to use client intake goals in VerticalChange.

Client Intake Goals Video

Instructions for tracking class attendance

Carpinteria Family Resource Center

First 5 Santa Barbara County

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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