Once your child profiles are fully set up, you're ready to build their Booking Plans ✨. These plans are the foundation for invoicing, registers, and reporting — so it's important to get them right from the start.
1. Add the Bill Payer
Head to the child’s Booking Plans ✨ tab.
Click Add bill payer and select an existing parent/contact from their profile.
💡 Only this contact will receive invoices via the Parent App.
2. Set the Plan Dates & Title
Click New Plan to start.
Add a clear title (e.g. “Autumn 2025”)
Choose a start and end date — this should reflect the full time period the child will attend with the same schedule.
🗓️ Term-time only?
End the plan before holidays and create a new plan after the break.
We’re working on an auto-holiday tool for term-time schedules — expected by 10th August 2025.
⚠️ Only one active plan per child is allowed. Plans cannot overlap.
3. Add Sessions and Extras
You’ll see weekdays based on your Opening Hours (update via Settings > Opening Hours)
Click the ➕ on any day to add a session or extra
Sessions:
Auto-fill based on age and main room
Room can be changed if needed (affects reports!)
Extras: Add items like meals, nappies, etc.
✨ Use "Copy this schedule to all weekdays" if the pattern is the same every day
✏️ Edit or delete individual entries using the ❌ icon
4. Add Funding (if applicable)
Enter the child’s weekly funded hours
The system will auto-distribute funding across booked sessions
You’ll see funding values per session in the weekly preview
💡 The monetary value is visible to you, but hidden from parents
⚠️ If funding exceeds the booked sessions, we’ll flag it
📅 Coming Soon: Support for multiple fundings in one plan — releasing by 10th August 2025
5. Add Discounts (optional)
You can apply a percentage-based discount to the full plan — great for sibling discounts or custom arrangements.
What Happens Next?
The plan appears above the calendar with title and date range
Sessions and extras populate the calendar, marked with a “P” icon (Plan Booking)
Weekly summary panel shows:
Sessions
Extras
Funding
Discounts
✏️ Click the pencil icon to edit the plan
🗑️ Use the bin icon to delete
📍 You can preview bookings by clicking any date in the calendar,
but you’ll need to edit the plan (not the calendar) to make changes.
Trouble Creating a Plan?
Make sure these 3 conditions are met:
The child has a Date of Birth
A Main Room is assigned
At least one Parent or Contact is on the profile
Missing any of these? You'll see a flag and won’t be able to save the plan.