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GoSeedly Daycare & Preschool Kit / INSTALLATION

A clear path
to your workspace.

Bring the kit into your compatible Seedly installation, preserve existing work, and choose the starter content that fits your team.

01

Start with your Seedly project.

Use your separately obtained Seedly CRM 5.8.4 installation with extension API 1, a configured backend, and working authentication. Keep a private source checkpoint, including existing customizations. Use Node.js 20 or newer.

02

Run guided setup.

Extract the kit outside the Seedly source folder. From the kit directory, run node setup.mjs. The check identifies supported integration files, changed files, and destination conflicts before installation.

03

Build and connect.

Deploy the included required helper from your authoritative backend source before connected edits. Follow QUICKSTART.md with your project’s existing package manager. Build the web app, sign in, and open your existing /location/YOUR_LOCATION_ID address. Verify access, navigation, and your important CRM flows.

Install the interface.
Choose the starting content.

Frontend installation and optional account content are separate. The included original backend helpers are required for connected record creation, edits, age band conversion, the classroom record and resource setup. They preserve native account permissions, unrelated custom fields and row history, run the guard before anything is written, and check revisions before saving. They read records a page at a time, so counts read every record up to 5,000 and say when more were not read (0.1.0 read them through Seedly’s pipeline view, which stops at 1,000), and run setup in steps on a large account. Deploy them from your authoritative backend source. Pipelines and workflow drafts are optional. When updating from 0.1.0, remove 0.1.0 with its own installer and then install 0.2.0 in your working tree, with nothing deployed or built in between, deploy the backend, then build and deploy the web app. A page still open on 0.1.0 keeps working against the 0.2.0 backend meanwhile: every function it calls keeps its arguments and answers, and anything it can no longer do, such as adding a child without an age band, is refused with a message and nothing is written. Do not roll back to 0.1.0 after converting records or running setup. Follow QUICKSTART.md and STARTER_CONTENT.md for the exact integration. The frontend installer does not deploy your backend.

Pick your starting structure.

Starter setup offers Enrollment journey, Tours and visits, Waitlist and openings, Re-enrollment and transitions. Select individual pipelines and drafts, or use a suitable existing pipeline with the exact stage needed by the chosen draft.

Adapt each workflow.

All nine workflows remain inactive drafts. Review their native triggers, internal tasks, notes, timing, and assignments before publishing in Seedly. Timed waits do not check whether a task is complete or the stage has changed. These examples do not send customer messages.

Explore sample mode.

Explore 70 fictional children across five fictional classrooms. Sample edits stay in memory and reset on navigation or reload. Add ?example=1 to the home or custom-view URL. Leave sample mode to return to your real account.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Tour and enrollment inquiry
  • Enrollment details
  • Family feedback

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Waitlist position letter
  • Enrollment paperwork checklist
  • Classroom transition notice

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.

Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.

INSTALLING WITH AN AI AGENT?

Give it the context.
Keep your custom work.

Existing records and unrelated custom source do not require starting over. Modified integration files need a deliberate merge.

Start with the copy-and-paste prompt in INSTALL_WITH_AI.md.
Read AGENT_INSTALL.md for routes, permissions, provider wiring, backend contracts, and compatibility requirements.
Run node setup.mjs check "/path/to/seedly" before modifying files.
Preserve existing extensions, providers, account controls, custom pages, and unrelated data.
Use a reviewed merge for changed integration files; never replace them with clean copies or bypass the installer’s fingerprints.
Deploy the required write helper from the authoritative backend source before connected edits; preserve existing functions and authorization.
Build and verify account access, original CRM modules, new screens, saving, and reload behavior before publishing.

Make the workspace
feel like your team.

Edit apps/web/components/devlaunch-daycare-preschool/config.ts to set center name, descriptor and default pipeline name, then rebuild. The design applies to the entire web installation. Use separate web installations to evaluate different full-interface kits, rather than stacking their installers.

Starter removal, updates, and rollback

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

What the workspace records

One contact-linked record follows one child from inquiry to a start date: the child’s first name and age band (Not yet born, Infant, Toddler, Twos, Preschool, Pre-K or School age), classroom, status, waitlist position and date added, desired start month, tour date and follow-up state, schedule label, five paperwork flags that record only that a form was received, recorded transitions and an editable checklist. Classrooms (capacity, ratio limit and recorded staff count) and the center’s time zone, which sets today for days waiting and upcoming openings, are a separate per-workspace record. Other custom fields are preserved.

What changed in 0.2.0, a free update for 0.1.0 owners: a child is a first name and an age band instead of a birth month. A birth month 0.1.0 stored stays read-only until someone clicks Convert to age band, which names the band first, and the birth month is gone afterwards; nothing converts on its own. A guard in the browser, on the server and on every name and free-text field of the three form drafts refuses birth dates, ages, health, allergy, immunization and medication details, development and behavior notes, custody and pickup arrangements, a family’s immigration, income, benefits, housing, foster care or child welfare status, door codes, logins, and card, bank and ID numbers, as a guard against accidental entry rather than a guarantee. Naps, potty training, cubbies, diapers and wipes and classroom names pass. The over-ratio flag is gone: the board shows counts beside one another. Setup names any form or document 0.1.0 added and says how to replace it, and never edits one you own. Seats filled, children per staff and days waiting are derived from values your center records. Sprout makes no licensing, ratio, safety or regulatory determination, and does not provide attendance or check-in, billing or subsidy processing, parent messaging or daily reports, health record storage, or staff scheduling.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.