Managing Terms from Head Office

Managing Terms from Head Office

You can create terms for all of your sites to access by using the manage terms feature at the head office level. You will be able to create terms for all your sites to access



1-  Make sure you are logged in at the head office level. 
Click on tools -> Manage Terms -> Terms



 
2- When the Term page opens Click on Add New Term



 
3- Term page will pop up and the you can enter the following details:
a) Enter name
b) Choose term type either (general or holiday)
c) Select the required date ( From: , To:  )
d) Select Year
e) Click save button to save the applied term.


 
 

 
4- By clicking the save button you’ll go be back to term page and You can check the saved term details there.



The added term will be available at site level when you click create new term when logged in at site level


5- We can also delete selected terms as follow:
a) Click on delete button next to the required term.
b) Pop up message will come to confirm removing the Term
c) Click (ok) button to proceed or (Cancel) button to cancel
Terms can only be deleted if they have no confirmed bookings and the terms are not bookable at any site.
This only deletes a term from head office level. 

    • Related Articles

    • Head office staff management

      At the head office level there may be admin staff that you would like to manage and add to the staff roster. Using the staff management features at the head office level this is possible to do. There are 3 main areas to managing staff. Staff ...
    • How do I create new terms

      Adding More Terms Some Terms were added for you during the onboarding stage, if you don't remember how to do it or want to do it differently but aren't sure how, this article will help. Simply go to Tools > Manage Terms > Terms while logged in at the ...
    • Creating Term Programmes

      To set up sessions that run during the term such as Before School care or after school care follow the below steps Go to Tools > Programme Library  Click on "Add New Session" button Fill in all the details including name, description, times, ages and ...
    • How do I change my original Terms and Conditions?

      The Terms And Conditions Shown to Your Clients Are Fully Customisable You can edit, not only the text, but also the formatting of your terms and conditions. Go to Settings > Terms & Conditions (Note: you must be logged in at Head Office Level) to ...
    • Terms and conditions

      Terms and conditions can be uploaded and updated at the head office level. This will update the terms and conditions across all your sites if you have multiple sites. To upload or update Terms and conditions make sure you are logged in at your head ...