Wild Pear DayTrader Getting Started Guide
Where to get it
- The DayTrader app runs as a web application here: https://daytrader.wildpearpreschool.org/
- It's designed to work on any internet-connected device. You can access it from your computer, smartphone, tablet, etc.
- If you would like to add it as an "app" on your Apple iOS or Android device for easy access, see the 'Installing on your smartphone' section below.
How to signup
- If you haven't already, just go to the link above and click the 'Signup' button. You'll be prompted for your name, email address and a password.
- Your email address and password are both case-sensitive and will be used as your login credentials going forward. We suggest using all lowercase letters for your email address to avoid any confusion.
- Your account will then need to be approved by an admin. You'll receive an email when that happens stating your account is ready for use.
First steps once your account is approved
- Click the 'My Profile' button. This will display the information about your account. Click the 'Edit' button to make changes. There are three settings related to emails (recommended to keep all of these set to 'yes'):
- 'Email about days selling or buying' - this sends you an email when any change is made to either a day you're buying for your student or a day of your student's which you're selling. It is HIGHLY recommended to keep this set to yes in order to get notified when action from you is needed.
- 'Email when days are listed for sale' - this sends you an email whenever a new day is listed for sale. Keep in mind you won't see these if your student attends all five full days of the week. These emails are only sent to parents whose student doesn't normally attend on the portion of the day listed for sale.
- 'Email when days are requested to buy' - this sends you an email whenever someone requests a day to buy. These emails are only sent to parents whose student normally attends the portion of the day requested.
- Click on your child's name (either from your profile or the 'Students' menu button). This displays the information about your student.
- From this screen you'll want to use the 'Add Payment Method' button to attach methods of payment to your student. This is how people will know where to send money when purchasing a day you're selling. Several payment methods can be saved for your student (whoever is buying a day from you will have the option to use any of the payment methods you specify). You will not be able to list a day for sale until you add at least one Payment Method.
- Click the 'Buy/Sell Days' menu button. This is where you'll come to buy and sell days. There are five sections on this screen:
- 'Days People Would Like to Buy' - this displays any future days which other people have requested to buy. Click a day in this list to sell one of your student's full days or portion of a day to the person who requested it.
- 'Days Currently For Sale' - this displays any future days which other people have listed for sale. Click a day to begin the process of buying one of these full days or portion of a day for your student.
- 'Days I'm Selling' - this displays days that have been sold or are currently for sale for your student. Click a day for more information or to take any required action.
- 'Days I'm Buying' - this displays days that you are purchasing from someone else or that you have purchased. Click a day for more information or to take any required action.
- 'Days I've Requested' - this displays any days that you have requested to buy (requesting to buy a day let's everyone else know you're interested in buying that day for your student).
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While on the 'Buy/Sell Days' page:
- Click 'Sell a Day' - this will provide you with a form to select the date, portion of the day and set a price for the day you would like to sell. Once saved, the day will be listed in the 'Days Currently For Sale' section and available for other people to purchase it.
- If you're selling a full day you will have an option called 'Allow Splitting'. If set to yes, this will allow others to buy the morning or afternoon portion of your day separately. If a portion of your day is reserved, the price will automatically be adjusted for half the price you set for the full day. The other half of the day will also be automatically relisted (for half the price of full) so that it is available for others to buy. If you set the 'Allow Splitting' option to no, others will only be allowed to buy the full day.
- Click 'Request a Day' - this will provide you with a form to select the date you would like to buy for your student. Once saved, the day will be listed in the 'Days People Would Like to Buy' section.
- If you're requesting a full day you will have an option called 'Allow Splitting'. If set to yes, this will allow others to sell you the morning or afternoon portion of your requested day separately. If someone sells you a portion of the day, the other half will still be listed as requested so that others might fill the request. If you set the 'Allow Splitting' option to no, others will only be able to sell you the full day.
- Click on any day in order to view more information about it. Once on the information page for a day, you will see options for the actions you're allowed to take. These may include buying the day, removing the day for sale if you're the seller, etc.
About buying and selling days
- Once you list a day for sale it will be available for other people to purchase for their student.
- Note that there are some transactions that are not allowed in order to maintain the rules and student to teacher ratios that Wild Pear must follow. In these scenarios, you may recieve a red error message when attempting to buy, sell or reserve a day. The error message will indicate why you can not take that action. If you have questions about an error you're recieving, ask Susan to explain further.
- All transactions that occur across locations or age groups (ex: a Preschool student selling a day to a School Age student) will automatically be put into an 'Awaiting Approval' status. An email will be sent to Susan and she'll need to approve the transaction before the day moves to the 'Awaiting Payment' status. This is so she can verify that the transaction will not violate any of the enforced student to teacher ratios. Both the buyer and seller will recieve emails when this happens and they will also recieve emails once the transaction has been approved or denied.
- Once a day is purchased (and approved, if needed), it is put in a reserved state and is displayed as 'Awaiting Payment'. In this status the day can not be purchased by anyone else. The purchaser of the day will then have a 'Pay' button available when viewing the details of the day. Please refrain from buying/reserving days unless you're positive you want to buy it. It's not fair to others if you purchase days you "might want" and then don't follow through with the transaction.
- Clicking the 'Pay' button will show the purchaser a list of all Payment Methods that are accepted for the Student selling the day. Selecting a Payment Method will give you detailed instructions for submitting payment to the seller. Once the payment has been made, the purchaser will click the 'Payment Sent' button. This informs the seller that payment has been made and places the day in a 'Awaiting Payment Confirmation' state.
- The seller is expected to then use the 'Verify Payment' button on the day details to confirm that they have received the payment from the seller. The day is then put into a 'Complete' state and the process is considered done.
- Note that if a day you're selling has been in the 'Awaiting Payment' process for an extended period of time there will also be a 'Relist' button available on the day details page. Clicking this button will allow you to remove the current buyer and make the day available to others again. Please only use this option if you've tried to contact the buyer to get them to submit payment and they are not responding or they inform you they no longer wish to buy the day.
Installing on your smartphone
- The Wild Pear DayTrader app is designed to automatically add an app icon to your smartphone or tablet's home screen to make it easily available just like any iOS(Apple App Store) or Android(Google Play Store) native app. Just follow the steps below to do so (you'll want to make sure you already have an active account and can login to the app before doing this):
