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FirstSteps Nursery Management Software

Reduce your admin hours with FirstSteps Nursery Management Software

FirstSteps is designed to improve your business efficiency, increase profitability, reduce your running costs and save precious time so that you can spend more of it with those in your care.

Whether you’re a 16 place private day nursery, a 100 place local authority run children's centre or a large nursery chain, we are committed to providing satisfaction throughout your evaluation, installation, training and after sales support journey.

Free personal consultation - we assess your requirements and from this offer a solution tailored to your specific needs. We appreciate no two organizations operate the same way and a bespoke system is often required. This is where our personal service starts, something which sets us apart from other software companies.

Comprehensive training in two visits - again we follow the ‘personal and professional’ customer service company ethos and train you personally. This is normally done on site or at a venue to suit you but you can also opt to come to our training suite in Leicester if you prefer. The first training session usually includes installation of the software unless this needs to be done remotely in advance (as in the case of our hosted contract option or a terminal services set up). Taking you step by step through the basics of the system our expert trainers ensure you will be able to enter all your data accurately and easily before they leave you to ‘settle in’ prior to the second training session.

Second training session - builds on the initial training and enables you to start using the key areas of the software, namely the Financial, Planning and Staff Sections. You will also be shown how to create Mail Merge documents and fully utilise all the functionality of FirstSteps. The training sessions are usually 3-4 weeks apart but as you are always in control these can vary depending on individual requirements. Throughout the training period your assigned FirstSteps trainer will be in touch with you to see how you are getting on. Until you are fully trained they will also advise and offer support.

Comprehensive user manual - step by step guides to all areas of the software and with every update thereafter release notes will be issued in PDF format to let you know what is new.

FirstSteps users do not have to be IT experts
- delivering excellent customer service is also what sets us apart from other software providers. There is always a friendly voice on the end of the phone and nothing is too much trouble for us. We explain things in a way you will understand because we appreciate user level experience varies in all organizations.

Password protected - you have the ability to restrict access to certain areas for certain users thus giving you added security and complying with data protection policies.

Pre-installation procedure - everyone from the smallest to the largest of our customers are project managed all the way and the set up they require is followed up and carried out efficiently.

Technical advice - available from our dedicated Support Technicians. This could be a simple telephone enquiry or online assistance given using our FirstSupport facility over an internet connection. Our Technicians can also assist with questions on system requirements for your specific setup prior to purchase as well as re-installation of the software if you purchase a new computer and need to transfer your FirstSteps system.

Back up to CD, USB or Network Drives - we will ensure you are familiar with the essential Backup process, and assist you in restoring your data should the situation arise. If opting to use FirstSteps on a hosted contract basis and accessing via the internet your data will automatically be backed up twice a day.

Free updates - issued to all supported customers with at least one major software release per year.

Stand alone or hosted - FirstSteps software can be installed on anything from a standalone PC or Laptop through to multiple databases on a central Server using Remote Connections from each site.
Alternatively if you wish to have the freedom to access FirstSteps from home or on the move, we also have a Web Hosted version of FirstSteps available. This allows you to access FirstSteps from any PC with an internet connection and we take care of your data security and backups.

Claim your free consultation today...


Transform the way you complete childcare admin. FirstSteps, the industry leader in nursery management, provide a free personal consultation to assess your requirements and from this we can offer a solution tailored to your specific needs.

We appreciate no two organizations operate the same way and a bespoke system is often required. This is where our personal service starts, something which sets us apart from other software companies.

FirstSteps is renowned for reducing the time invested in nursery administration so that you, or your staff, spend more time providing quality care.

 
Book your FirstSteps Nursery Management Software free consultation today, quoting ‘CDIRECTORY’.
 
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...or read on for more details about
FirstSteps Nursery Management Software
   
Registration
Full Child Details, including Dietary Requirements, Allergy & Medical Information

Flexible and Easy to Use Booking Patterns, including Sessional, Hourly, Grant Only, Term Time Contracts and Settling-in Visits.

Monitoring Information for Ethnicity, Religion, Language

Family Details including Emergency Contact Information,
Medical Contact Details and Induction Checklist

Store Passwords and Photographs for additional security

Integration with Door Entry Systems to control access and record attendance times
FirstSteps Registration screen shot
FirstSteps Registration reports screen shot


Registration Reports

Weekly & Daily Registers in a wide range of styles and formats, including First Name, Surname or Age Order. Customised Attendance Markers and Time Options

Weekly & Daily School Run Registers

Room Totals, Staff Ratio Requirements

Split Room by Age Group

Keyperson Registers

Meal & Medical Lists

Permissions Reports for Photographs, Trips, Emergency Treatment etc.

Accident Reports, view by Location, Equipment, Time or Staff to assist with risk assessments

Birthday Lists

Emergency Contact Information with E-mail and SMS options

EYFS Child Development Monitoring and Progress Reports

Financial
Calculate Fees on a Weekly, Monthly or Termly Basis with Sessional or Hourly Charges

E-mail Invoices with Password Protection

Multiple Charge Bands based on Age or Status

Customised Invoices to include Logos, Letterheads and Remittance Slips

Simple recording of payments by Cash, Cheque, Childcare Vouchers, Standing Order etc.

Free Entitlement – Fully Flexible 15 Hours can be allocated Term Time Only or All Year Round

Direct Debit Facility, integrates with all Major Banks

Integrate Customer Records, Invoice and Payment Details with Financial Software Packages, i.e. Sage & QuickBooks

Future Fees Projection with option to use Test Fee Rates

Auto Allocate Function for Payments to multiple invoices

Export Reports & Summaries to Excel

Payments Report

Monthly Summaries detailing Fees, Debts and Payments

Aged Debt Analysis

Individual Account History
FirstSteps Financial Reports screen shot
FirstSteps Mail Merge facility screen shot

Mail Merge Facility


Create Personalised Letters, Labels or E-mails using data by Room or Status

Create Templates to reproduce documents quickly and efficiently when required

Send E-Mails with attachments, i.e. Newsletters

SMS Facility
Staff Module

Record full details including Qualifications, CRB Reference and Renewal Dates

Create Staff Rotas and amend easily to match ratios

Record and Manage Holidays, Sickness, Absence and TOIL

Customisable Checklist for New Staff Induction Procedures

Monthly Staff Planner

Staff Signing In & Out Sheets

Link to Door Entry System for accurate Time Recording
FirstSteps Staff Module screen shot
FirstSteps Planning screen shot Planning

Create Weekly & Monthly Future Registers to plan staffing requirements and identify vacancies

Manage Waiting List by Date Applied or Priority and match Vacancies to Requirements

Reports showing FTE’s (Full Time Equivalent), Percentage Occupancy and Attendance Numbers/Vacancies

DOB List to show children eligible for Headcount Forms

Starters and Leavers Reports

Manage Room Moves


System Diary

Weekly View Showing Birthdays, Extra Sessions, Starters & Leavers, Session Changes

Staff Training & CRB Renewal Dates

Add your own Appointments and Recurring Events for Meetings, Visitors, Fire Drills, and Health & Safety Checks etc.

Export Information to Outlook or Excel

Print Weekly or Daily Diary Sheets

 

Enquiries

Record Enquiry Information and track progress with follow up calls and visits

Identify Enquiry sources over a period of time to plan and assess marketing activities

Convert positive enquiries to Registration Section without duplication of data entry

Analyse Conversion Rates for Setting and Staff

FirstSteps System Diary screen shot

Claim your free consultation today


Transform the way you complete childcare admin. FirstSteps, the industry leader in nursery management, provide a free personal consultation to assess your requirements and from this we can offer a solution tailored to your specific needs.

We appreciate no two organizations operate the same way and a bespoke system is often required. This is where our personal service starts, something which sets us apart from other software companies.

FirstSteps is renowned for reducing the time invested in nursery administration so that you, or your staff, spend more time providing quality care.

 
Book your nursery management software free consultation today, quoting ‘CDIRECTORY’.
 
Name
 
 
Company
 
 
Phone
 
   
Email
 
   
Offer Code
 
   
   
First Steps Nursery Management Software
   
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