Organisation Set Up

Organisation Set Up

Most of a site’s setup is done in Settings. This is also where the network of your sites will show.
The tabs down the side are Network, General Information, Registration, Booking, Billing, Payments, Invoicing, Subsidy, Tablet,  Messaging, Notification, Feeder Schools.





General Information
Go through this tab and enter your site’s details including contact information, lease information and franchisee information(only change this if applicable otherwise leave it blank)
 
Invoicing
Invoice Frequency/Billing period – Parents can choose depending on options you give them.

Invoice Settings
Invoice Date – choose what populates on the “date” field on the invoice.
Generate Invoice Settings – choose what week and day the invoice generates.
Invoice Due Date Settings – choose what week and day the invoice is due.

Billing
Automatic sibling discounts can be set up here on a per programme category basis. 

Payments
Late Fees – This will allow you to charge parents for leaving children at your programme before or after the advertised time period. It will not automatically send charges – these need your confirmation.

This allows for online credit card payments through aimy Plus. To use this feature, you will need to set up an account with one of the gateway providers aimy Plus integrates with. Our chosen partner for online payments is EzPay. Once your EzyPay account is set up the aimy Plus team can assit you with the integration.

Payment methods like bank transfer can be added at the bottom of the page by clicking add payment method

Messaging
Ticking these boxes allows for these communications to be sent from aimy’s Bulk Messaging tool. You would leave one of these unticked if you wanted a staff member to have access, but did not want them to send a certain type of message, e.g. SMS Messaging.

Tablet
Enter in a master pin (only needed for web based version of the app) and set if photos will be displayed or not. The reason you would hide photos would be that your internet is particularly slow.

Booking
Enable customized booking – Unchecking this setting causes parents to be limited to only book into Booking Templates.
Booking Info – Notes written here display to parents when they come to make a booking. Make sure the "publish” box is ticked when the message is ready for parents to see and click save down the bottom

Feeder Schools,
If bookings or driver pickups are done from outside the main school the programme runs from then they can be added here by clicking the add feeder school button.

Subsidy
Enter in your WINZ number if you have been OSCAR approved.











    • Related Articles

    • Email Template for new parents

      Please find below a Parent Email / Letter Template you can use to tell your parents about aimy Plus PLEASE NOTE - the text in blue requires you to replace with your own information. - there are two sets of points 1 and 2, you must delete the option ...
    • Invoice Settings

      The invoice settings contains four parts,  Invoice frequency/Billing period, invoice date, generate date and due date. You find the invoice settings from the settings cog top right and then select invoicing. Invoice Frequency/Billing Period This ...
    • Messaging

      The messaging tool in aimy Plus allows admin to communicate to staff and parents through different messaging options. The messaging tool found under Tools in aimy Plus can be used to send messages to staff and parents. Options for messages include ...
    • Bulk Messaging

       To ensure customer engagement is easier and more efficient across your sites you can use the Bulk Messaging feature to send the same message across all of your sites at once You can find Bulk messaging in Tools -> Marketing Tools > Bulks Messaging ...
    • Handover Email - Process

      Go to your aimy Plus portal  Log in with your details For direction on how to switch between your sites please see here Confirm all your settings are correct including the invoice section To do this go to the cog on the top right hand corner and ...