Advice and answers from the Famly Team

Search results for:step 4

Introduction and support

This page is your go-to resource for step-by-step guidance on getting yourself started with Famly… Step 1: Export and send data to us Step 2: Lay foundation for plans Step 3: Add plans Step 4: Get… parents on board Step 5: Send invoices Step 6: Receive payments Step 7: Keep track of attendance

Receive payments

Step 4: Money lands in your account… Step 1: Payment is made… Step 2: Payment is processed

Link Sibling Bills

Click Remove Step 4: Assigning the first sibling's bill payer to the second sibling Now you… This is a necessary step, as balances aren't automatically transferred between bill payers… Step 3: Remove the bill payer Next you will need to remove the bill payer from the second sibling in

Get parents on board

This article is Step 4 in your onboarding journey You’re one step closer to building a connected,… Watch a video here Change can be a big step, so we’ve created materials to make it simple for

Setting up Microsoft Entra ID (OIDC)

Step 1: Register the App in Microsoft Entra… Step 2: Collect Required Information for Famly… The endpoint will look something like this: https://login.microsoftonline.com/c630ad49-3d5d-4692

Alternating Schedules

Step 1: Create the Billing Profiles… Step 2: Add the schedules to a child's plan… Or maybe a child attends your center 3 days a week on odd weeks, but 4 days a week on even weeks

Get your accident reports and immunization records in place

4. Do a Name to Face count… This article is Step 8 in your onboarding journey What you’ll do here Log accident reports

Send invoices

4. Cancel invoices… This article is Step 5 in your onboarding journey You’ve made it this far, and you're all set to start… We’ll cover it in this step

Lay foundation for plans

4. Payers… This article is Step 2 in your onboarding journey Your children are in place, and now it’s time to

Scheduling and Implementing Price Changes

☝️Note: If you do not complete this step, your invoices will still go out correctly to all children affected… by the price change on the date set in step 1… Complete this step in order to see the correct plan totals on your end!