Finance 3 Booking Patterns

Creating a booking pattern can now be completed in a short sequence.

How to input a booking pattern

Here, you can specify the general information that relates to the booking pattern. For example, the start and end date as well as the fee calculation.

Start date & end date: This is when the booking pattern starts and ends.

Attendance schedule: This links with your term dates. For example, selecting all year round or the specific term dates that relate to the individual child.

Alternate every (1) weeks: By default, this is set to 1. However, this is where you specify whether it is an alternating booking pattern.

Here, you can select the billing calculation for the child. There are now four options.

Calendar monthly: This is to bill the children by actuals.

Annualise: When selecting annual you are able to select the specific weeks and months you want to annualise the bill over.

Monthly package: A monthly package is whereby you can select how many months of the year you want to bill and input the specific amount to be billed.

Weekly package: The weekly package is where you input the weekly cost, the number of weeks it should be charged, and the number of months it is averaged over.

This is where you specify the child's booking pattern by clicking 'add sessions'. Next, you select the session & then select the days that the session takes place. If the child does a combination of sessions throughout the week you will need to click save & repeat the steps again.

Once the sessions have been added you can add 'regular items'. For example; if the child has lunch each day you may wish to add this as a regular item.

Step two of the booking pattern is adding in your funding by clicking 'add funding type'. The funding types that have been set up in the main sessions will appear in the drop-down. Select the type & the funding will be auto-applied. Once you are happy with the selection, click save allocation.

Remember, the funded hours are shown in purple.

The last step of the booking pattern is adding any discounts. All discounts added in the main settings will appear in the drop-down. You are then able to select which days the discount is applicable & then click save.