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Foundation Package Setup Guide

Videos and information for setting up your Foundation package

Written by Josie
Updated over 4 months ago

This guide walks you through each part of the setup for your Foundation package so you can feel confident that your platform is ready for your team, your children, and your families. You will find short videos along the way to show you exactly what to do at each step, so, whether you are setting things up for the first time or checking that everything is in place, this guide will help you get your Foundation Package up and running with ease.

Basics

Your Profile and Nursery

Children and Rooms

Staff

Learning

Learning Basics - England

Learning Basics - Scotland

Learning Basics - Wales

Learning Basics - Own Assessment Configuration

Finance

Invoicing Basics - Part 1 (Invoicing Profiles)

Invoicing Basics - Part 2 (Pricing Bands, Funding Grants and Discounts)

Invoicing Basics - Part 3 (Sessions and Packages)

Invoicing Basics - Part 4 (Extra Charges)

Booking Plans - Part 1 (first set up, all sessions eligible for fundng)

Booking Plans - Part 2 (following set up, only core sessions eligible for funding)

Communication

Communication Preferences

Writing Assistance (Sidekick)

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