Tapestry tutorials
A place to find tutorials for Tapestry
395 topics in this forum
-
- 1 follower
- 0 replies
- 519 views
This guide will briefly explain how to use the Switch User function on the iOS version of Tapestry. A guide for doing this with the browser version of Tapestry can be found here. This feature is intended for settings where several staff users share a device or devices. It's a quick way to change to a different staff user without logging out and entering your email address and password. This is distinct from the Switch School feature, which is meant for a single user accessing multiple Tapestry accounts on the same device. Once you've logged into the Tapestry app, press 'You' at the bottom (1) of the screen. On the 'You' menu press Switch user (2). …
Last reply by JackTapestrySupport, -
- 0 replies
- 447 views
In this tutorial we are going to look at how draft observations work on the iOS app. This feature will allow you to save what you're doing without adding it as an actual observation. You can then return back at a later time to complete it and upload it to Tapestry. Please note that drafts are saved for up to 91 days for staff members and after this they will be deleted. Also, drafts are stored on the device they were created on and are tied to the user's account that created them. They will only be visible when the user that created them logs in onto that specific device. So to do this, while creating an observation you can "Cancel" adding the observation…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 345 views
When adding an assessment framework to your observation, a handy feature is the ability to 'bookmark' an assessment framework, and also bookmark aspects/areas and age bands/levels/stages within that framework. You can use this to quickly add assessments to observations from your most used ones. To add a bookmark you first need to select the relevant framework. Then click on the 'Add Bookmark' button on the bottom right-hand side corner. This will bookmark a whole assessment framework but you can also bookmark specific areas/aspects of a framework by selecting the appropriate area/aspect and again tapping on 'Add Bookmark' in the bottom right-h…
Last reply by EmilyTapestrySupport, -
In this tutorial I'm going to talk you through how to use the 'Invoices' feature if you've already set up 'Booking' on your account. You can access 'Invoices' through the 'Booking' tab at the top of the page (1). From here click on 'Finance' from the left-hand menu and then select 'Invoices' (3). This will take you to a set up screen where you'll see we recommend you complete the following four actions before starting to use Invoices: A. Configuring your invoices B. Add pricing to your sessions C. Add your funding types D. Add funded hours to children's regular schedules I'll go through these actions in that order but you can cl…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 998 views
If you make changes within a period after it has already been invoiced then you have three options: 1) Cancel the original invoice, and reissue a new invoice for the same period with the new charges. The new invoice will automatically include most up to date charges for the period. 2) Keep the original invoice, and issue an additional invoice for the same period with the new charges. The new invoice will automatically include most up to date charges for the period. 3) Keep the original invoice, and let the new charges carry over to the next invoiced period. This is shown on the next invoice as an adjustment, and this is what we'll look at during this tutori…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 675 views
Once an invoice has been generated in the 'Invoices' section of the management system on Tapestry, you can complete the following actions with it: send it to parents, mark it as having been sent, add a payment for it, or cancel it. When a payment is added for an invoice that covers the total in full, it is marked as 'Paid'. If the payment added doesn't cover the full amount of the invoice, it will be given the payment status of 'Partially Paid'. In this tutorial we'll cover the actions which can change the 'Sent' and 'Payment' status of an invoice. To learn how to generate an invoice, please refer to this tutorial. If you have invoices which you created be…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 1.4k views
There are two main screens you can use to view an invoice within the 'Invoices' section of the management system on Tapestry. Invoices need to be created manually here, so if you haven't done this already, this tutorial talks you through how to generate an invoice. The first way is through the main Invoices screen which is found by selecting the "Booking" tab from the top of the page (1), then choosing "Finance" (2) from the left-hand menu and selecting "Invoices" from there (3). By default, you will see all the invoices for current month, but you can choose to view a different month or a custom date range (1). You will also see all invo…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 2.4k views
In this tutorial we're going to cover how to cancel an invoice that has been generated on your account for a child. There are two different ways you can find an invoice you wish to cancel. The first way to find an invoice is under "Booking" (1), and then choosing "Finance" (2) and selecting "Invoices" (3). Here you can use the "Search" box (1), to find a particular invoice by number, or by searching for a child's name. You can also find an invoice within "Booking" (1), under "Children" (2), and selecting the child who's invoice you wish to find (3). This takes you to the child's page, from where you can select the "Fina…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 3.6k views
Before generating your first invoice, we would recommend making sure you have your Invoice Configuration section filled in. This is where you can set what information is displayed in the header and footer sections of all PDFs you generate of invoices on your account. Here you can also the default due date for your invoices, which is the number of days after an invoice is generated that it becomes due. You can read more about how to do this here. Once you've completed these configurations, you can now generate your first invoice. To get to the main Invoices page you will need to go to the 'Booking' tab (1), then click 'Finance' on the left-hand menu (2) and sel…
Last reply by EmilyTapestrySupport, -
- 0 replies
- 3k views
This screen is where you can set what information is displayed in all PDFs you generate of invoices on your account. Here you can also the default due date for your invoices, which is the number of days after an invoice is generated that it becomes due. You can adjust the formatting for your invoices by clicking 'Booking' at the top of the screen (1), then selecting 'Config' (2), then 'Invoices' (3) from the menu on the left. In the first section on this screen you can select whether you would like your logo to appear at the top of your invoices (1). The logo will be the one you use for your Tapestry account. You can find our tutorial on how…
Last reply by EmilyTapestrySupport,
