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Setting up Bookings and Finance

Get your sessions, extras, funding and invoices ready so registers and billing work automatically.

Updated this week

How-to Video

Before you start

Make sure these are done first:

What to set up (in order)

  1. Create Sessions
    Your standard care times (e.g., Morning 8–12, Afternoon 12–4, Full day).

  2. Create Extras
    Optional add-ons (e.g., meals, late pick-up, ad-hoc hours).

  3. Create Funding Grants
    Add any funding you accept so it can be applied to invoices.

  4. Set your Invoicing Layout
    Logo, address, invoice numbering, footer/notes.

After these four steps, you’ll be ready to add each child’s booking plan.n how to get started with using your Bookings & Finance: Next step is to Add Children’s Bookings

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