Set up your facility

Facility Setup appears automatically for the subscription owner until setup is done. The steps in the left rail can be done in any order, and you can leave and come back.

The seven steps

1. Facility Details — check the name and address pre-filled from registration, and set your Timezone. Everything time-related depends on this, so get it right before you take any attendance.
2. Operating Hours — set each day, or tick Closed. The copy icon copies a day’s hours to the days below it.
3. Age Groups — at least one is required. The quick-add chips (Infants, Toddlers, Preschool, Pre-K, School-Age) come with sensible sizes and ratios, or add your own.
4. Classrooms — at least one is required. Name and capacity.
5. Tuition Plans — optional. Name, amount, plan type, billing frequency and due day.
6. Payment Setup — optional. Connect with Stripe to take payments from families.
7. Invite Staff — optional. An email address and a role (Staff or Administrator) per row. Send N Invitations emails them an invitation to set up their account.

Skip moves past any optional step. Finish Setup — or Skip & Finish — takes you to the dashboard.

Do these in order

Age groups, classrooms and tuition plans depend on each other: a tuition plan can be restricted to an age group, and children are enrolled into classrooms. Setting up age groups before classrooms, and both before plans, saves rework.

Getting out and back in

• Exit to Dashboard leaves the wizard but keeps your progress.
• Don’t show again stops it appearing on sign-in. You can still finish each piece in Settings, Classrooms and Tuition & Billing.

Two things to check afterwards

• On step 7, a row with an invalid email address is skipped silently, and no message tells you. Check that each person actually received their invitation.
• Steps 5, 6 and 7 do not always show as complete when you come back, even when you have done them. Check the real screens rather than the ticks.