When you first log in to Famly, you will see a setup guide pinned to your Overview. This guide helps you enter all the key details needed before your nursery can fully run in Famly. The setup guide walks you through your basic setup, attendance, learning, finance, and communication.

Once your basic setup is complete and you have configured your attendance and learning settings, you can begin your finance setup. This article explains each step in the finance onboarding flow and what you need to prepare.

You will be guided through the following areas:

Finance basics:

Child plans:

Automatic invoicing:

Invoice layout:

Start by choosing the schedule types your nursery offers. These might include:

Next, choose your billing scheme:

Select whether your pricing changes based on children's ages. If it does, you can set up those pricing groups in the next step.

You will then be able to enter any funding grants your setting receives. If you prefer, you can return to this part later.

If your nursery offers discounts, such as sibling or staff discounts, you can add these here as well.

Now you can configure the sessions and packages you offer. You can choose from the default options or create your own fixed or flexible sessions.

For each session, you can also select whether it is eligible for funding by checking the relevant box.

After confirming your setup, you will see an overview of all sessions and packages you have added.

If you charge for extras, such as meals or snacks, you can add these here. You can choose from a few default examples or enter your own items.

Once added, you will be able to set prices for each extra.

Lastly, you'll be able to configure whether discounts can be applied to any extra charges you've added

Click Create plans to start adding your children's booking plans. You will begin by adding a weekly pattern in bulk for attendance and invoicing, then you can add funding and discounts if they apply.

Start by entering a start date for your children's plans.

Next, choose the invoicing profile each child is on by selecting the dot in the correct column.

You can now create a weekly booking pattern for each child. Click a session or extra charge, then click the day you want to add it to. Continue until the full week is complete. Once finished, you will see an overview of all the children's plans you have created.

In the next step, add funding grants for children who are eligible, and enter the number of funded hours they receive each week.

You can also add any discounts to children's plans.

Once this is done, you have completed your children's plans and can move on to your automatic invoicing settings.

Start by entering how many days after an automatic invoice is sent it should be due. This sets how long parents have to pay once the invoice arrives.

Next, choose how often you want to send automatic invoices. You can select monthly, biweekly, or weekly, and choose the specific day they should be sent, such as the last working day of the month.

Then choose whether new bill payers should automatically be assigned to your

default invoicing frequency.

Finally, choose which period your automatic invoices will cover. You can invoice for the next period, the current period, or the previous period.

In the final step of your finance setup, you can design how your invoices should look. Add a logo and customise the header and footer with any information you want families to see.

With these steps complete, your finance setup in Famly is fully configured and ready to use. You now have everything in place to create accurate plans, send invoices automatically, and manage funding and discounts with confidence. If you continue through the setup guide, you can move on to configuring your communication settings and finish preparing your platform for everyday use.