Products and services are anything that the parent pays for in addition to scheduled sessions.
Setting up products and services can go quite in-depth. Since this is a guide for new users, we’ll just look at the essential points:
To create a product or service:
In the top right click on > System Settings.
Click on the Products and Services tab on the left.
Click on the button in the top right to create a new product/service.
Choose a Name and Description so you can quickly identify what the product/service is.
Under Type, select whether this is inventory (product) or a service.
For Rate Type, choose Flat Rates.
Put the price of the product/service under Price (Sales).
Put the purchase cost to your nursery for providing this product/service under Cost (Purchase).
Add extra information under Comments/Notes.
Other optional things you may want to consider toggling are:
Price included in session rates: Checking this option will make it so the parent isn’t charged additionally for the price of product/service. It is included in the standard session rate.
Show on Child Scheduling Screen: Checking this option will mean the product/service appears as an optional addition when scheduling a child’s sessions.
Before you can begin booking sessions for children at the nursery you have to set up session types. These can be created and customised in System Settings. Session types determine the start/finish times for a session, as well as rates and how they’re ...
eymanage allows you to schedule Events for staff and children, such as contract changes, parent meetings, and so on. These events can be tracked through the calendar. Creating event types Before you can add an event to a child or staff member, you ...
eymanage lets you upload important documents to staff and child profiles, where they’re stored in the Documents tab. However, before you can upload a document, you have to set up document types on the system. These determine the names of the fields ...
For funding to be allocated to children during scheduling, they need to be assigned terms. You can create and customise multiple term types for your setting, with different start/finish dates, funding rates, and holidays. Funding can only be applied ...
Once you’ve added children and staff, set up session types and products/services, you can start scheduling sessions for children. You can find the calendar of scheduled sessions in the Child Scheduling section of the child profile. Scheduling ...