FirstSteps Manager



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.

Why Compromise?


Other systems may offer some or part of what you are looking for in a management system but FirstSteps ticks all the boxes to give you the ‘perfect fit’.
We consider every setting, no matter how small, to be a professional childcare business deserving of the very best in administration software. Our targets mirror those of our customers that offer children parents and carers the best personal and professional service possible.
With FirstSteps Manager you don’t need anything else… You get comprehensive administration and management in one neat package, producing the information you require at the click of a button.

FirstSteps At A Glance...



Registration


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.


Financial


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.


Reporting


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.


Planning


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


Enquiries


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.


Staff Details


Hold personal details including start dates, qualifications, training records, salaries, holiday and sickness records. Create daily and/or weekly rotas and monthly planners.


Diary


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