In this article:

The 'Finance setup' Menu

The 'Get started' menu is where all the most basic set-up features are stored. You''l find it by logging in to the app and clicking 'Get started' from the Overview page.

When you 're very 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 focussing only on the 'Finance setup' section. You can find out all about the 'Basic setup' here.


Creating 'Invoice Profiles'

The first section in the 'Finance setup' section is called 'Invoice Profiles'. Click on this section, and a new window opens (as below)

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 (as below)

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


Plans for the children at your setting

The third section in the 'Finance setup' section is called 'Plans'. Click on this section, and a new window opens (as below)

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 settings Invoices below.

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