This article will take you through the basic setup of Famly. Specifically:
- Adding nursery info
- Adding rooms
- Adding children and age groups
- Adding staff, sending logins and viewing staff permissions
- Adding meal settings
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Head to the Setup menu on the left hand side to get started:
Not all tabs will be unlocked straight away - you'll need to progress through them one at a time.
Here you can add information about your early years setting, including the Name, Address, Contact information, and Opening hours. You can also edit or add to this going forward.
To create a new room:
- Enter a room name and click Add new room
- Next, click Settings at the right-hand side of the room row
- Enter the room details and remember to click Save after each edit
To create a child, fill in the child details and click Add.
Note: These are just the basic details needed in order to set up a child. You can always click the child's name which will take you to the full profile of the child. Parents can also add further information once they have been invited.
The child will now appear in your list of children as well as in their designated room.
You can always come back to this page to add further children, or get an overview of Current Children, Upcoming Children, or Withdrawn Children by using the filter in the top left corner.
You can also set up Age Groups from this page by clicking Manage Age Groups in the top right corner. Age Groups is another way to group children and project occupancy.
In order to add staff members, follow these steps:
- Enter the mandatory details about the new staff member in the given fields
- Click the green Add button when you're done.
Giving your staff access to Famly
You can view Staff Roles and their permissions in Manage Roles at the top of the page. The article below explains the different permissions in details.
If you want to give the staff member access to Famly, click Send Login, select the appropriate role, and click Send Invitation.
In Meal Settings you can select the different types of meals and drinks you offer. This is not where you specify all the options, just the overall title. This could be things like breakfast, morning snack, lunch, afternoon snack, tea, or bottle.