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Setting Up a Free Package on Famly

Julia Rose avatar
Written by Julia Rose
Updated over 2 weeks ago

How to Set Up Your Free Package

To get started with your Free Package, you'll first need to create an account here by starting a 2-week free trial of Famly’s Professional package. After the trial ends, your account will automatically switch to the Free Package.

You might notice that some Professional features are no longer available, but don’t worry, any information you’ve entered (like children, staff, and parent invites) will be saved. That means you can fully set up your account during the trial without losing any progress once it reverts to the Free Package.

This guide will walk you through the key steps to get started with your Free Package in Famly, including:

  • Adding your setting’s information

  • Adding children

  • Adding staff and managing their access

To get started, log in at https://app.famly.co and bookmark the page for quick access. If you're using a mobile device, you can download the Famly app from the iOS App Store, Google Play Store, or Amazon Appstore.


Add Your Setting's Information

To add the basic details about your setting:

  • Go to Settings in the sidebar → GeneralInformation

  • Fill in your setting’s name, contact information, and add a link to your Privacy Policy if needed

  • Scroll down to add your Opening hours and Closure days, which will help with scheduling

You can return to this section at any time to update your information.


Add Rooms to Your Setting

Once you've created your account, it's a good idea to set up your rooms so you can assign children and staff to them. There are two ways to do this:

  • Go to HomeOverview, then click Add room in the Site overview

  • Or go to SettingsRooms overview, enter the room name in the text box, and click Add room

You can also add extra details, like capacity and staff ratio, by clicking the cog icon next to each room.


Add Children to Your Setting

Once you've created your rooms, you'll be able to assign children to them. To add a child:

  • Go to HomeChildren

  • Click Add child in the upper right corner

  • Fill in the basic child details and click Add

The child will now appear in your list and in their assigned room. This creates a basic profile, which you can build on later. Parents can also add more information once invited.

To manage your child list, use the filters in the top left to view Current, Upcoming, or Withdrawn children.

To invite parents:

  • Either tick Send login to parent when adding the child

  • Or click Invite parents in the top right of the Children page to add them all in one go


Add Your Staff

You can store and manage staff details directly in Famly. To add staff:

  • Go to HomeStaff

  • Click Add employee

  • Fill in their details and click Add

The staff member will now appear in your staff list and in their assigned room (if selected).


Give Your Staff Access to Famly

To send a login and choose their access level:

  • Go to HomeStaff

  • Scroll down your list of staff members and click on Send login next to their name

  • Select the appropriate role:

    • Manager

    • Senior practitioner

    • Practitioner

  • Click Send invitation

You can always edit a staff member’s permissions later if needed.

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