Tapestry tutorials
A place to find tutorials for Tapestry
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If your child's setting (nursery, pre-school, childminder etc.) have decided to use the Booking and Invoices features on Tapestry, they are able to book children into sessions and then invoice them accordingly. After they have created an invoice for a child, they can choose to send this to you directly via email. Once they have sent an invoice through their Tapestry account, you will receive an email with a link in that you can follow to open the invoice. The email will have the subject 'New Invoice from Tapestry'. If your child's setting have told you they have sent an invoice to you but you have not received an email, do check your spam/junk folder as it may h…
Last reply by EmilyTapestrySupport, -
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In this tutorial we are going to look at how to send an invoice through Tapestry. Before we begin please note, in order to send an invoice a child needs to have bill payers set. For information on how to set a child's bill payers, please refer to this tutorial. Invoices are sent to relatives through Tapestry via email and internal notifications. The email is sent as soon as you send an invoice to a child's bill payers and is sent regardless of whether relatives are permitted to receive notifications through your Tapestry account or not. There are two places within the Tapestry Booking feature where you can send invoices: from the individual child's…
Last reply by JackTapestrySupport, -
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In this tutorial I'll show you how you can apply the extra charges on your account to a child's regular schedule. Extra charges can be any additional product/service/consumable that you wish to charge for, such as nappies or lunches. Before you are able to apply extra charges to a child's schedule, you'll firstly need to set these up in your Config. This tutorial will talk you through how to do this. Once you've set up your extra charges there are two ways in which you can proceed. How you proceed will depend on: A) Whether or not you have set up regular schedules for children yet. B) If you have set them up already, whether you want to edit these exis…
Last reply by EmilyTapestrySupport, -
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In this tutorial we're going to look at how to assign "Bill Payers" to your children. Bill payers are the relatives that receive copies of invoices via email when you send them through Tapestry. Any other relatives linked to a child who are not set up as bill payers will not receive copies of invoices. Please note, in order to assign bill payers, relatives and children will need to be linked on your account. If you haven't done this yet, this tutorial talks you through how. There are a few ways you can set a child's bill payers. I'll firstly show you how to do this from the child's 'Invoices' tab. Let's look at how to get there. First click …
Last reply by JackTapestrySupport, -
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In this tutorial we will look at how you can add a one off extra charge. If a child has extra charges that will need to be charged for regularly, e.g. lunches for every day they attend, you can apply these charges to their regular schedule. This tutorial will talk you through how to do this. Extra charges can be any additional product/service/consumable that you wish to regularly charge for such as lunches, nappies and trips! Before you are able to add an Extra Charge you will need to set up some Extra Charges in your 'Config'. If you haven't done that yet then this tutorial will guide you through it. The first thing you'll need to do is to navigate…
Last reply by EmilyTapestrySupport, -
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In this tutorial we are going to take a look at adding a planned absence. Please note that if you are using 'Invoices' on Tapestry any absences you add will not be discounted from the invoices you generate. The process for adding planned absences is very similar to adding extra bookings, so if you have read the extra bookings tutorial it will be familiar. To start you will need to go to the 'Booking' tab (1), select 'Children' on the left (2) then click the child you would like to book the absence for (3). This will take you to a child's dashboard. In the 'Extras & Absences' section of the dashboard you can see any extra bookings, absences or charges th…
Last reply by EmilyTapestrySupport, -
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In this tutorial we will look at how to add an extra booking. The first thing you will need to do, whether you are adding an extra booking or a planned absence, is to navigate to the 'Booking' page (1), select 'Children' (2) and then the child you would like to add the extra booking or planned absence for (3). This will take you to that child's dashboard. Here you can see any extra bookings, planned absences or charges the child already is in the bottom left-hand corner (4). To add a new extra booking, click on the 'New' button in this section (5). You can also go to the 'Extras & Absences' tab at the top to do this (6). …
Last reply by EmilyTapestrySupport, -
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In this tutorial, we’re going to be looking at the Invoice Data Export screen. This screen compiles data from the invoicing part of our Management System into a CSV file. There’s a few different options and formats which we’ll go through now. Firstly, to find this screen just click “Booking” (1) -> “Exports” (2) -> “Invoice Data Export” (3). Here you will see the data export screen; it has 3 sections you can use to customise what data is included on your CSV. The first section is the Date Range. By default this will be the month we’re currently in, but you can change the month simply by clicking it (1). You can also…
Last reply by JackTapestrySupport, -
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In this tutorial we will look at how you can add extra charges to your account. You will then be able to add these extra charges to a child's regular schedule or as a one-off charge, and they will be reflected on any invoices for that period. To set these up, click on 'Booking' in the blue bar at the top of the page. If this is not showing up, you may need to enable the Booking feature on your account. You can find a link to our tutorial on this here. If you have not accessed the Booking section before, you will see a set up screen with a list of tasks which includes adding extra charges. You will need to compete t…
Last reply by RichardTapestrySupport, -
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When adding an assessment framework to your observation, a handy feature is the ability to 'favourite' an assessment framework, and also favourite aspects/areas and age bands/levels/stages within that framework. You can use this to quickly add assessments for your most used ones. To add a favourite you first need to select the relevant framework. From here you'll see the favourite button (a star) in the top right-hand corner. Once you press on this button you'll see it turns orange to indicate it is now a favourite. Now that you've added your favourites, when you select 'Pick assessments' from …
Last reply by AlexandraTapestrySupport,
