Our original management system lies at the heart of our solutions. With over 25 years of production and continuous development, we work with you to offer a five star bespoke package.
From initial enquiries, through registration and forward planning, along with financial and staff modules. We have all bases covered for you.
FirstSteps At A Glance...
Fully detailed Family and Child records, including Account Details, Emergency Contact details, Dietary/Allergy/Medical information, Permissions and more. Upload documents and photographs to Child or Family profiles. Flexible and easy to use booking patterns to suit any setting.
Flexible weekly, monthly or termly invoices, automatic grant calculations, including amount received from Local Authority as well as amounts applied. Personalised invoice layouts with ability to email directly. Numerous reports and summaries to analyse fees due and received.
Create Daily and Weekly Registers, along with Ratios and Meal Numbers. Analyse hourly attendance over a day. Easy to generate reports for Phone Numbers, Permissions, Booking Changes, Diet/Allergy Lists etc.
Make forward planning easier with Waiting Lists to help you manage nursery intake, arrange future room moves and forecast staffing requirements with the Future Register
Record enquiry information and track progress with follow up calls and visits. Convert bookings into Registrations with no need for duplication. Can be used as an excellent marketing tool.
Hold personal details including start dates, qualifications, training records, salaries, holiday and sickness records. Create daily and/or weekly rotas and monthly planners.
Keeps you up-to-date with important appointments, nursery outings, inspection dates, starters and leavers’ dates, birthdays and holiday arrangements. Also shows Expiry Dates in advance, i.e. for First Aid or Food Hygiene
& Much More
Additional functions include Mail Merge and Data Export, all designed to help you become more efficient