eymanage: Creating products & services

eymanage: Creating products & services



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:
  1. In the top right click on  > System Settings.
  2. Click on the Products and Services tab on the left.
  3. Click on the  button in the top right to create a new product/service.
  4. Choose a Name and Description so you can quickly identify what the product/service is.
  5. Under Type, select whether this is inventory (product) or a service.
  6. For Rate Type, choose Flat Rates.
  7. Put the price of the product/service under Price (Sales).
  8. Put the purchase cost to your nursery for providing this product/service under Cost (Purchase).
  9. Add extra information under Comments/Notes.
  10. Other optional things you may want to consider toggling are:
    1. 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.
    2. Show on Child Scheduling Screen: Checking this option will mean the product/service appears as an optional addition when scheduling a child’s sessions.
  11. Click Save when you’re done.

    • Related Articles

    • eymanage: Creating 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 & eylog: Creating rooms/groups

      Before you can start adding children and staff, you need to create the rooms that they’ll inhabit. Rooms/Groups represent the physical rooms you have in a nursery. On eylog, staff/child ratios are calculated on a room-by-room basis. If you have both ...

    • eylog & eymanage: Inviting parents

      Creating a login for a parent will give them access to the parent portal. Through this, they can see their child’s schedule, observations, reports, daily diaries, registers, accident sheets and medicine forms. Inviting parents through eymanage lets ...

    • eymanage: Using events

      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: Using documents

      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 ...