A package is your daycare’s ultimate multitasker—a thoughtfully designed bundle that combines multiple services into one seamless offering. Think of it as a personalized plan for parents, wrapping together sessions, perks, and more, all tied up with the simplicity of unified pricing.

Packages aren’t just convenient—they’re game-changers. They simplify choices for parents, making their lives easier while showcasing your daycare’s professional edge. From an all-day care plan to a perfect pairing of tutoring and meal services, packages streamline billing, enhance value, and let your daycare shine with style and substance! ✨

📝 Availability Note: Packages settings can only be configured on the portal and are not accessible via the mobile app

1️⃣ Log in to the Parent Portal:
🔑 Use your credentials to access the portal.

2️⃣ Navigate to Products Management:
➡️ Open the main menu from the far-left column of the app.
⚙️ Click the Options tab, then select Products Management for all product setups.

📝 Note: This management tool is available exclusively on the portal.

↪ Navigate to the Package Tab: Select the Package tab from the left panel under Product Management.

📒 View Existing Packages: If packages have already been created, you’ll see a list of them displayed here.

⌕ Use the Search Bar: Quickly locate a specific package by typing its name in the search bar.

🪄 Filter Packages by Status: Use the filter options to view active, inactive, or all packages based on their status.

➕ Create a New Package: Click the New Package button located in the top-right corner of the list to start creating a new package.

ᯓ ✈︎ Start Setting Up: Now you’re ready to configure the details for your new package. Let’s create something extraordinary! ⭐

Choose a clear and appealing name for the package to reflect its value and purpose. Here are some examples:

By selecting descriptive and engaging names, your packages will clearly communicate their value while appealing to parents and children alike. 🌟

Select a pricing type based on the nature of the package and the needs of parents.

Ideal For: Short-term or recurring services offered weekly, such as extracurricular activities, transportation, or meal plans.

💡 Example:

Ideal For: Long-term, consistent offerings like tuition, all-inclusive care bundles, or preschool programs.

💡 Example:

Ideal For: Fixed-duration programs such as seasonal camps, special workshops, or one-off experiences. It is also useful for academic term-based programs, allowing structured planning and management over a defined period.

💡 Example:

✔️ A Summer Camp Package priced at $300 for the program, including transportation, meals, and field trips.

✔️ A Holiday Cheer Bundle at $100 for the program, featuring festive activities and crafts.

✔️ An Academic Term Program structured for a school semester, aligning invoices, attendance, and activities with the academic calendar for smooth tracking and management.

📌 Why This Matters:
✔️ Helps organize and manage term-based programs efficiently.
✔️ Ensures invoices and attendance align with academic structures.
✔️ Supports structured planning for schools and educational institutions. ✅

These pricing options allow flexibility and clarity for both your daycare and parents, ensuring packages meet diverse needs efficiently.🍂.ೃ࿔

When configuring a package, you can set up pricing using one of the following options:

Definition: A single, default price applied to all customers for the package, regardless of group or customization.

💡 Ideal For: Standardized packages that don’t require differentiated pricing.

Example:

Definition: Tailored pricing for specific customer groups, such as age categories, enrollment plans, or specific needs.

💡 Ideal For: Packages where pricing varies by group to reflect different service levels or costs.

Example:

These options provide the versatility needed to create packages that suit a variety of needs while maintaining clarity in billing. 🌟

Definition: Taxes configured under Product Taxes can be applied to a package to ensure compliance with financial regulations. Packages without assigned taxes will reflect only their base price, creating a clear and transparent billing structure.

💡 How It Works

Discounts configured under Product Discounts can be applied to packages to offer savings and flexibility, creating attractive options for parents

Follow these steps to add a session to a package:

📂 Under the "Sessions" tab within the package setup, click Add Session.

🔍 Use the search bar to find an existing session, or extend the list of available sessions to browse.

📝 Note:
⚙️ Only sessions configured with an hourly or per session rate will be visible and possible to add to a package.

✅ Click on the desired session to include it in the package.
🔢 In the Limit Box: Specify the maximum number of times the child can attend this session in a week.

💡 Tip: Leave the box empty if you want the session to have no attendance limit.

🟣 Toggle Flexible Booking Time if this session should allow to select specific times when booking.

📆 The default availability of the session (as configured at the session level) will be displayed. You can:

➕ Click Add to include the session in the package.

Follow these steps to include an item in your package:

📂 Under the "Items" tab within the package setup , click Add Item.

🔍 Use the search bar to find an existing item, or scroll through the list of available items.

🔢 Specify the Quantity: Define how many of the item will be provided per week as part of the package.

💡 Example: Add 1 art supplies kit for a Creative Bundle each week.

📆 Set Availability (Optional):
​ If needed, adjust the availability of the item specifically for this package.

💡 This flexibility allows the item to align perfectly with the package’s requirements while keeping its standalone settings intact. 🌟

➕ Click Add to include the item in the package.

After reviewing your configurations, make sure to save your package settings to finalize the setup.

The availability of each product within a package can be edited directly from the package. However, these changes are specific to the package and do not affect the product’s availability when used individually.

.🛍️✧˚Standalone Products: Products included in a package (e.g., sessions, items) are existing, independent items that retain their own availability and specifications when used separately

⚙️📦Customizable Packages: Editing availability within a package allows you to tailor it to the package’s needs without altering the original product’s settings outside the package.

This flexibility ensures packages can cater to specific needs without impacting the individual use of products, maintaining consistency and versatility in your daycare offerings. 🌟

Navigate to the Package List under the Product Management section.
Click the three dots (⁝) next to the package you want to edit and choose Edit from the dropdown menu.

Notification: "Note: Price changes will affect non-invoiced products only."

Not all aspects of a package can be changed if it’s already applied within a billing schedule in child’s plan.

💲 Prices:

🏷️ Taxes and Discounts:

❗ Rate Type:

🚫 Selecting or Deselecting Pre-set Pricing Types:

🙅🏻 Adding , Removing or Editing Components:

🔤 Name of the Package:

⛔ Disabling the Package:

⏲ Availability of Components:

By understanding these restrictions, you can make informed decisions when configuring packages to avoid any unexpected limitations while maintaining consistency and accuracy in billing. 🌟

📄 Navigate to the Package List: Go to the Package List under Product Management.

⚙️ Locate the Package: Click the three dots (⁝) next to the package you want to delete.

🗑️ Choose Delete: From the dropdown menu, select Delete.

✅ Confirm the Deletion: A confirmation prompt will appear asking if you’re sure you want to delete the package. Click "Yes" to proceed.

🔗 Linked Billing Schedules and Products:

❌ Data Loss:

By following these steps and keeping the important notes in mind, you can confidently manage package deletions while maintaining system integrity and accuracy. 🌟

1️⃣ Locate the Package: Navigate to the Package List under Product Management.

2️⃣ Open Detailed View: Click on the package name to open its detailed view, which will display all included sessions, items, pricing, and availability settings.

3️⃣ Edit or Delete (If Needed)

By regularly reviewing your packages, you can ensure they remain accurate and aligned with the specific needs of your center. 🌟

No, packages cannot be excluded from billing on closing days. Here’s why:

📦 Packages are bundles of multiple products, such as sessions, items, or services, offered as a unified plan.
💡 Designed to provide an all-inclusive experience, packages are billed consistently, regardless of individual product availability on specific days.

📦When products are added to a package, individual products and items lose their original standalone price.

💰Since the value of a single item cannot be recalculated in relation to the overall package cost, there is no way to exclude a specific product’s charge for certain closing days. As a result, the package continues to be billed as a whole.

💲 Package pricing is set at a fixed rate (e.g., weekly or monthly) to reflect the overall value of the bundle, regardless of the individual component costs.
✎ Excluding packages based on closing days would disrupt the consistency and predictability of this pricing model.

🎋 While the products within a package (e.g., sessions or items) may have their availability adjusted for closing days, the package itself does not recognize individual availability changes
🎀 Packages operate as a singular unit, simplifying billing and ensuring stability in invoicing.