Your Basic Setup

Head to the Setup menu on the left-hand side of your Famly app to see what is shown below:

Not all tabs will be unlocked straight away, you need to progress through one at a time.

We explain each tab in this article and link to further resources.

Nursery Info

Here you can add information about your early years setting. Name, Address, Contact information, Opening hours, and nursery-wide Closing days. You can edit or add to this going forward.

You can also add your privacy policy to Famly. When parents sign up for the first time, they will need to accept your privacy policy:

Additional resources:

• More information on closure days here.

Rooms

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

From the Room Page, you can also set up your Room Move rules, which automatically move children across rooms. There is also the option to schedule individual room moves if a child was to not follow the generic rules. More on that here:

Automatic Room Move

Children

To create a child, fill in the child details, and click Add.

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 add further information, however, only 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can always come back to this page to add further children or get an overview of Current Children, Upcoming Children, or Withdrawn Children by using the filter in the top left corner.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 are another way to group children and project occupancy. 

• There is also the option to export your children's information from another software provider or an Excel list and upload it to Famly. You can find more on that here.
• More information on child setup here.

Staff

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 control Staff Roles and their permissions in Manage Roles at the top of the page:

Additional resources:

• Watch this introductory video on inviting staff.
• More information on staff setup here.

Meal settings

Here, select the different types of meals and drinks you offer. This is not where you specify all the options, just the overall title. I.e. breakfast, morning snack, lunch, afternoon snack, tea, bottle.