Tapestry tutorials
A place to find tutorials for Tapestry
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These tutorials are for people who have been set up as relatives on Tapestry accounts. Hopefully they will answer some of the questions you have about Tapestry and help you to get used to the system. If you do need any further assistance please contact your child's setting (nursery/school/childminder). Tapestry customer services do not have access to relative accounts so any account issues will need to be dealt with through a manager for the Tapestry account where you have been set up. You can find an introductory video playlist on our YouTube channel here. Browser Introductory walk through of the browser version Setting up your account…
Last reply by Lauren, -
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If you're brand new to Tapestry and are looking for help on how to create a Tapestry account and what to do when you first login, take a look at one of these: Starting with Tapestry (Written) Starting with Tapestry for EYFS (video playlist) Starting with Tapestry for Key Stage 1 & 2 (video) For those of you who already have an account and are looking for something more than the very first things you do when you login, take a look through the list of tutorials below. They will take you through all of the functions available on Tapestry. Many of them require manager access but if you've been set up as a full account staff member or PIN …
Last reply by Lauren, -
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If a child has an outstanding account balance then you can send the child's bill payer/s a payment reminder. This will be sent to them via email and will look something like this: If you haven't already set up a child's bill payers then you can read about how to do this here. You can send payment reminders in two ways: individually to specific children; and to all children in bulk. We'll cover both ways in this tutorial, and you can use the buttons below to jump to a specific section. Sending payment reminders individually Sending payment reminders in bulk Sending payment reminders individually Navigate to …
Last reply by AlexandraTapestrySupport, -
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In this tutorial we'll look at how to take an online register for staff on the Tapestry Android App. This feature is accessible to all staff users; including full staff and PIN only users, as well as managers. But in this tutorial we'll look at using the feature from a managers account. In order to access and use the staff register you'll first need to set up Booking on your account. So if this hasn't been done yet, a manager can set up Booking by following these steps. If you'd like to use the Online Register for children on the Android app, then please look at this tutorial. You can access the staff register by selecting Register (1) from the main Tapestr…
Last reply by AnonyMouse_109111, -
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In this tutorial we'll look at how to take an online register for staff on Tapestry. This feature is accessible to all staff users; including full staff and PIN only users, as well as managers. But in this tutorial we'll look at using the feature from a managers account. In order to access and use the staff register you'll first need to set up Booking on your account. So if this hasn't been done yet, a manager can set up Booking by following these steps. If you'd like to use the online register for children then please look at this tutorial. You can access the staff register by going to Booking (1) > Registers (2) > Staff (3). For full staff an…
Last reply by AlexandraTapestrySupport, -
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In this tutorial we are going to show you how to add a billing address for a child to appear on their invoices. Please note, you can only have 1 billing address per child but it can be changed at any time. The first thing you will need to do is log in via a browser and then head to the “booking” section of Tapestry (1). Once here, select the ‘Children’ tab (1) on the left and then choose the child whose billing address you want to add (2). From the child’s page, navigate to the ‘Finance’ tab (3) and you will see a spot on the right where you can add their billing address (4). Just click the pencil icon to start adding. …
Last reply by EmilyTapestrySupport, -
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Let's start by looking at Account Balances (2) on Booking -> Finance (1). In this tutorial we will look at how Booking allows you to view Account Balances for children. This view allows you to see the balance of individual children's account balances, and you can use the 'Room' selector to filter your selection for a particular room. The account balances are derived from invoices created and payments made, whether they are allocated to an invoice, or are unallocated payments. On this screen, Tapestry shows all the balances for children's accounts for the whole setting or for a particular room (3). It is possible to see any balances (which includes zero …
Last reply by AnonyMouse_109111, -
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In this tutorial we will take a look at the 'Extra Charges' overview screen. This is where you can view your number of weekly extra charges including what they are and who they relate to. For a guide on how to add extra charges, take a look at this tutorial. To navigate to the 'Extra Charges' overview screen, you will need to start by clicking the 'Booking' button from the top menu (1), select 'Rooms' (2) and then 'Whole Setting' (3) from the options on the left hand side. On the tab across the top of this page, you will need to click 'Extra Charges' (4) which will take you to the overview screen. On this page you can see an overview of ext…
Last reply by AnonyMouse_110513, -
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In this tutorial we're going to look at how to record and allocate a payment on Tapestry's Invoice feature, and how to send a receipt to a child's bill payer/s. You'll need to have Booking and Invoices set up on your Tapestry account first, so if you haven't done this yet you can refer to our tutorial on this here. If you'd like, you can skip ahead to a certain section of this tutorial using these links below: Recording a payment and adding details Sending a payment receipt Recording a payment First we'll have a look at where to record a payment from. There are two places that you can do this: from a child's finance tab, and wh…
Last reply by AlexandraTapestrySupport, -
The ability to record payments and see a child's account balance was added to Tapestry on 11/12/23. If you have already started using the Nursery Management system on Tapestry, you will notice some changes as to how this works with the addition of these new features. I'll run through these changes in this post. New invoice format option As part of this new release we have included a new format option for your invoices, so you may want to consider this before generating any more invoices on your account. You can access this from the 'Config' section (1) -> 'Invoices' (2). It's called 'Balance Brought Forward' (3). If you have this enable…
Last reply by EmilyTapestrySupport,
