Practical product guidance

Guides for running your Oakline workflow well

Use the help centre to learn the core workflows, prepare your team and answer questions as your service grows.

At a glance

What this means in practice

Install the Oakline app

Understand the PWA, standalone experience, offline preparation and synchronisation.

Read the guide

Create activities and sessions

Set up dates, capacity, price and booking behaviour.

Read the guide

Use risk-benefit assessments

Attach an optional RBA to a session, brief staff from the register and provide a parent-safe booking view.

Read the guide

Take registers

Prepare staff to record attendance and access the right session details.

Read the guide

Use learning journeys

Add session observations and continue the individual child record.

Read the guide

Connect Stripe

Connect the provider account used for online booking payments.

Read the guide

Understand GDPR basics

Review practical privacy responsibilities around family information.

Read the guide

Manage staff

Set up staff records and the operational tools they use.

Read the guide

Connected by design

Built for work that continues beyond checkout

Need an answer not covered yet?

Search the Help Centre or contact Oakline support with the workflow and result you are trying to achieve.

Bring your next session into one workflow

Start without a card or speak to Oakline about how your programme currently runs.