Before you can start creating Booking Plans in the new system, there are a few things that must be in place for each child. Here’s a quick checklist to make sure you’re ready to go.
Ready to Plan? Do These 3 Things First
1. Date of Birth
We use this to apply the correct session pricing.
💡 If missing: you won’t be able to add any sessions.
2. Main Room Assigned
This links bookings to attendance and pre-fills the room for each session.
💡 If missing: session details won’t populate properly.
3. At Least One Contact Added
You’ll need a parent or contact assigned to generate invoices.
💡 If missing: invoicing won’t sync to the parent app.
What If Something's Missing?
The system will flag missing details directly in the Booking Plans tab — e.g. “Add a main room to continue.”
You won’t be able to complete the plan until all three fields are filled.
💡 Tip for Smooth Migration
Most existing children will already have these filled in - but double-check just in case.
For new children, make these 3 steps part of your onboarding process.
Open any child’s profile and head to the Booking Plans ✨ tab to check — we’ll show you exactly what’s missing.
Once all fields are complete, you’re ready to create your first plan!