ReadyRule walks you through a guided setup the first time you log in. Within a few minutes, you can have your facility fully configured and ready for daily compliance tracking.
Product tour
When you first visit your dashboard, a guided tour highlights the key areas:
- Compliance score — your live compliance rating based on citation history
- Active children — current roster count with attendance tracking
- Staff count — team overview and certification status
- Alerts — citation deadlines, follow-ups, and action items
- AI chat — ask questions about compliance or regulations
- Settings — configure notifications and manage your account
Use Next to advance through each step, or close the tour at any time.
Replay the tour
To see the tour again:
Open Settings
Select the gear icon in the sidebar.
Find Help and Support
Scroll to the Help & Support section.
Click Replay Tour
You will return to the dashboard and the tour restarts.
Setup checklist
After the tour, a Getting Started checklist appears on your dashboard. It tracks four setup steps:
| Step | What to do | Where |
|---|
| Add your staff members | Enter staff names, roles, and certifications | Staff page |
| Import your child roster | Upload a CSV or add children manually | Child Roster page |
| Review your citation history | Verify your facility’s citations are loaded | Citations page |
| Configure notification preferences | Set up email and push alerts for deadlines | Settings page |
What to do next
After completing the checklist:
- Check your dashboard daily for compliance alerts and action items
- Use AI chat to ask questions about California childcare regulations
- Review citations and track plan-of-correction deadlines
- Monitor staff certifications and training requirements
Bookmark your dashboard for quick daily access. The compliance score updates in real time as you resolve alerts and complete tasks.
