Add a Funding Grant

Set up and manage funding support for families — so invoicing reflects the correct reductions automatically.

Updated over 2 months ago

How-To Video

Watch the video above for a quick overview, or follow the step-by-step guide below.

Step 1: Create a Funding Grant

To begin, go to: Bookings > Settings > Funding

Click ➕ Add Funding Grant
Enter a Name (e.g. “15h Universal”, “30h Extended”)
Set the Start Date (when this grant becomes active)
Enter the Hourly Rate
- If the full session is funded (e.g. £10), enter £10
- If only partial (e.g. £5), enter the amount you want deducted
Click Save

📝 Note: This rate is used to reduce the parent’s invoice — it does not calculate how much the local authority owes you.

Assign Funding to a Child

To apply the grant to an individual child:

Go to: Children > [Child’s Profile] > Funding
Click ➕ Add Funding Plan
Add a Title
Set the Start Date
Enter the Hourly Rate (same logic as above)
Click Save

Once saved, this funding can be pulled into the child’s Booking Plan and will be reflected in future invoices.

Managing Funding Grants

Edit an Existing Grant

Go to: Bookings > Settings > Funding
Select the grant you want to update
Click the ✏️ Edit icon
Make your changes
Click Save

🛑 Important: Changes will only apply to new invoices. Invoices already created or sent will remain unchanged.

Delete a Grant

Go to: Bookings > Settings > Funding
Select the grant to remove
Click the 🗑️ Delete icon
Confirm deletion

✅ Deleted grants won’t appear in future dropdown menus — but they’ll remain attached to any invoices they’ve already been used in.