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Leaving Famly

What do to if you're thinking of leaving

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

Have You Contacted Famly?

If you're reading this article, you may already have been in contact with your account manager or the Support Team, but if not, now's the time to get in touch.


How to Give Notice

  • If you pay monthly, you must give one month's notice. Your subscription will end after the remainder of the current month + one month. For example, if you give notice on April 15th, you will still have Famly for the remainder of April + May until May 31st.

  • If you pay annually, check the terms in your contract as to how long your notice period is.

In either case, notice must be given in writing, to support@famly.co



​Downloading Information from Famly

Famly allows you to export a variety of data for children, staff, attendance, learning, and finances. Below is a breakdown of everything you can download and how to access it.

Children

  • Accident Forms – Download a CSV file of all accident reports (excluding body maps).

  • Medication Forms & Headcounts – While bulk exports aren't available, you can generate a PDF of the overview page by pressing Command + P (Mac) or Ctrl + P (Windows).

  • Parental Permission Answers – Exportable via Custom Lists.

Attendance

  • Child Attendance – Export attendance and milk reports in CSV format. Remember to select the desired date range.

  • Staff Attendance – Available under Staffing → Staff Attendance, with three different export options:

    • Daily Total – Matches the summary on the page.

    • Detailed Breakdown – Includes sign-in/out times, shifts, and leave data.

    • Staff Hours – Provides an overview of total hours worked, as shown on the page.

  • Staff Absence – Download a detailed breakdown of all leave in CSV format.

Enquiries

  • Export all enquiries in CSV format.

Reports

  • Occupancy FTE Summary – View weekly or monthly occupancy data, with options to break it down per child.

  • Bookings – Export a CSV of all children's bookings within a specified period.

  • Starters & Leavers – Download records of new and departing children.

Learning

  • Learning Journey – Download a child's full learning journey in PDF format directly from their profile. Parents can do this as well.

Finances

All financial reports can be exported in CSV format, including:

  • Payments

  • Debt Collection / Bill Payers – Includes current balance and aged debt details.

  • Deposits & Returns

  • Invoices – Available in three levels of detail:

    • Invoices – Summary view.

    • Invoice Lines – Itemised breakdown.

    • Invoice Items – Most detailed level.

    • PDF Exports – Invoices can also be downloaded in bulk as a zipped file.

  • Public Funding & Revenue

Custom Lists & Reports

Famly's Custom Lists and New Custom Reports provide flexible export options for both staff and children. Custom Reports include additional data, such as notes on children's profiles.

☝️ Be sure to inform parents that once your subscription ends, they will no longer have access to their child’s profile, photos, learning journey, and any other saved information


Making Final Payments

We will cancel your direct debit if you're signed up, but if not, please make sure your balance is paid up-to-date before the end of your final month with Famly.


What Happens to Your Data Once You Leave Famly

Of course all child, parent, and staff data is permanently deleted once your setting is removed from Famly.

However, we save some customer, subscription, and billing information for book-keeping purposes.


Selling Your Nursery

If you are selling your nursery and the new owners are going to continue using Famly, please consider the following points:

  • Please provide us with confirmation in writing, together with documentary evidence of the sale.

  • If you have a Direct Debit or other regular payment set up with us, please cancel this after your last payment has cleared.

  • If the sale is a Share Purchase Agreement and you are transferring the full platform to the new owner, please consider downloading any information you might need to retain for your own records.

  • You should also delete any records, i.e. Left Children and Staff that the new owner would not need or should not have access to.

  • If you are taking ownership of a nursery including the Famly platform, make sure you remove any logins for users who will not need access after the sale has been completed.


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