In this article:

The Finance Setup Menu

The Get Started menu is where all the most basic set-up features are stored. You'll find it by logging into the app and clicking the Famly logo on the Overview page.

When you're first getting set up, not all tabs will be 'unlocked', as you need to progress through them one at a time. For this guide, we're focusing only on the Finance Setup section.

You can find out all about the Basic setup here.


Creating Invoicing Profiles

The first section in the Finance setup section is called Invoice Profiles. Click on this section, and a new window opens looking something like this:

In this section you can:


Your Setting's Pricing

The second section in the Finance setup section is called Pricing. Click on this section, and a new window opens similar to this one:

Here is where you create everything that you charge for. You can:


Plans for the children in your setting

The third section in the Finance setup section is called Plans. Click on this section, and a new window opens:

From this screen you can:


Manage Parent Bookings

The fourth section in the Finance setup section is called Parent Bookings. Click on this section, and a new window opens. Find out how to set up Parent Booking below.


Setting up Famly Pay

The fifth section in the Finance setup section is called Famly Pay. Click on this section, and a new window opens. Find out how to set up Famly Pay below.


Invoice Layout

The sixth section in the Finance setup section is called Invoice Layout. Click on this section, and a new window opens. Find out how to set up your setting's Invoices below.

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