In this guide, we will cover how to navigate children’s dashboards within Tapestry’s Management System. From here you can do a variety of things, such as create regular schedules, add additional bookings and charges, generate invoices, add payments, and schedule room moves.
The Dashboard
Below is an image of a child’s dashboard. You can find a child’s dashboard by going to Management System > Children and then clicking on an individual child.
Click the markers on the image below to find out about each specific section.
Dashboard Tabs
Here you will see four options other than the Dashboard itself; Regular Schedule, Extras & Absences, Finance and finally Room Moves.
Regular Schedule
The Regular Schedule tab lets you view, manage, and create schedules for this individual child.
From here you can add and edit regular schedules.
Extras & Absences
The Extras & Absences tab allows you to add extra bookings, planned absences and extra charges for this child.
The bookings and charges added here will be in addition to the regular scheduled sessions and charges.
Finance
The Finance tab shows you this child’s invoices and transactions, and you can generate individual invoices and allocate payments here for them, as well as manage their bill payers, discounts, and invoice calculations.
Room Moves
The Room Moves tab shows you what room the child is currently in, and gives you the option to schedule a future room move for this child.
Account Balance
Here you can quickly see what this child’s Account Balance is. What is shown here will depend on how much money is owed from existing invoices, and how many payments have been recorded in Tapestry. Depending on what settings have been chosen for your setting, bill payers for this child will also be able to see this balance on their own Tapestry accounts.
You can see what’s influencing the account balance by going to the Finance tab.
Current Schedule
This section will show you the active schedule for the child. You can see a quick overview of what sessions and extra charges are being implemented weekly, what Funding Type has been applied for reference, and whether the child attends during school holidays.
You can change the schedule or view all schedules from here; these options will take you to the Regular Schedule tab.
Extras & Absences
Here you will be able to see any extra bookings and charges, and any absences, that have been added for the child. These are in addition to the regularly scheduled sessions and charges.
You can add a new booking, charge or absence by clicking the + New button, or this can be done in the Extras & Absences tab.
Calendar
The calendar gives you a visual of when the child is expected to be in; you can choose a weekly view, or the monthly view.
Clicking any of the bookings in the calendar will show an overview of that booking, with the option to manage the schedules, which will take you to the Regular Schedule tab.