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 ...
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 ...
On eyengage, you are able to create posts, polls, and events to share with members of the newsfeed. Posts can be used to update employees and parents about what’s going on at the nursery. Polls are designed to gather information and opinions. Events ...
Once a parent has paid their invoice using whatever methods are available to them, a record of this payment needs to be added to the system and reconciled with a child. There are several different methods you can use to go about this. Adding payments ...