Advice and answers from the Famly Team

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Step 4 - Get parents on board

You’re one step closer to building a connected, engaged community! Here’s how to manage parental permissions and invite parents to Famly… Watch a video here Change can be a big step, so we’ve created materials to make it simple for

Step 0 - Introduction and support

This page is your go-to resource for step-by-step guidance on getting yourself started with Famly… We’ll dive deeper into this in Step 4. Curious how Famly works for parents?… Ready to take the next steps toward managing your invoices and payments in Famly?

Step 6 - Receive payments

payments you received outside of Famly Where: Finance menu > Payments Tip: Go back to Step… 4 if you want to find out more about in-app payments For both card and ACH direct debit payments

Link Sibling Bills

1: Check for outstanding balance Step 2: Transfer the balance Step 3: Remove the bill payer… Step 4: Assigning the bill payer You can ensure parents with multiple children… Click Remove Step 4: Assigning the first sibling's bill payer to the second sibling Now you

Step 3 - Add plans

4. Pricing groups… Where: Finance menu - Overview Be aware: If you missed Pricing Groups in Step 2, here’s a… Take a breather and get ready for the next step: inviting parents to Famly

Step 5 - Send invoices

You’ve made it this far, and you're all set to start invoicing! Let’s take those final steps… 4. Cancel invoices… We’ll cover it in this step

Step 7 - Keep track of attendance

4. Log a meal… more here: The check-in screen Once you go through the questions in the setup guide follow these steps… New tabs will pop up as you add statuses or logs to children, so let’s try that out in the steps below

Step 2 - Lay foundation for plans

4. Payers

Step 8 - Get your accident reports and immunization records in place

4. Do a Name to Face count

Step 1 - Export and send data to us and get your staff on board