AlexandraTapestrySupport

Hi @Tweetinat and @CarolineD123, Just to let you know - we now also have an Attendance Report on Tapestry within our Management System! This tutorial will take you through it: Online Register - Attendance Report. 🙂 Best wishes, Alexandra

Hi @Tweetinat, Just to let you know - we now also have an Attendance Report on Tapestry within our Management System! This tutorial will take you through it: Online Register - Attendance Report. 🙂 Best wishes, Alexandra

In this tutorial, we'll show you how to export children's absences into a CSV file. Managers can access this feature by clicking 'Management System' (1), then 'Exports' (2), and finally 'Child Absence Export' (3). On the 'Child Absence Export' screen, you can choose to export data by month (4) or select a custom date range by clicking 'Use Custom Date Range' (5). You can also export a CSV file containing absences for 'All Children,' 'Children in a Room,' or 'Single Child' (6). Once you have filtered the export options above, simply click 'Generate CSV' (7), and a file will be downloaded to your laptop, listing the children's absences along with the start and end dates, the type of absence, and any notes left on the absence entry. Your export will then look something like this: We hope this guide was useful. If you have any questions, please contact us at customer.service@eyfs.info, and we'll be happy to help you. Back to Main Tutorials Page

Hi @KathS, I'm sorry to hear that the Staff Observation Count tracking screen doesn't work as well for you. But thank you for the feedback, which we have noted. 🙂 Best wishes, Alexandra

Hi @Meg, We have recently updated the 'Children' page as part of updating and improving the usability of Tapestry for our customers. But you can still find this information easily by visiting the child's Overview page, or through the Tracking tab > General > Staff observation counts. Here you can switch between individual children or group view. You can also select whether you are looking at the current period or if you want to see a custom period for observations. Please see our guide for support here. I hope this helps! Best wishes, Alexandra

It's now possible for relatives to generate a PDF export of their child's learning journal. Rest assured this doesn't give relatives access to data that they can't already access, but will enable them to generate the PDF from their own account which previously could only be done by a manager for them. If relatives are looking for advise on how to do this, you can refer them to this tutorial. After a journal has been exported by a relative, the export will appear within the Control Panel (1) downloads section (2), where you can also download a copy to see what it contains (3). You can also check the account history to see who has generated exports. To do this, go to the Control Panel (1) and head to the account History (2). You can use the filters to narrow down the history events. Click on 'Filter & Sort History' (3). Then from the pop-up box, select 'Download' as the subject (1) and triggered by 'Relatives' (2). If you want to view history for a specific relative then you can select them from here (3). Otherwise, click on 'Submit' to apply the filters (4). You'll then see all of the relevant history events. You can see when a PDF export has been generated by the relative (1) and also when they have downloaded a copy of this (2). If you have any questions about this please get in touch at customer.service@eyfs.info and we'll be happy to advise. Back to Main Tutorials Page

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. Also, invoices will need to be generated already before you can send them. You can read about how to generate your invoices one by one here or in bulk from here. If you want to send invoices one at a time, then please have a look at the steps in this tutorial. Otherwise, if you want to bulk send your invoices, go to Management System (1) > Finance (2) > Invoices (3) > Unsent Invoices (4). Here you'll see a list of invoices that haven't yet been sent to the bill payers. You can filter the list by room (5) if preferred. To send all of the invoices on this page, click 'Send All' (6). A popup box will then appear confirming the action. To return back to the previous screen select on 'Cancel' (1). Or to proceed with sending the invoices click on 'Send' (2). Once the invoices have been sent, a message will show confirming how many invoices have been sent (1) (and they will no longer appear on the 'Unsent Invoices' page), along with any invoices that can't be sent (2). (As a reminder: you can assign bill payers by following this tutorial.) To dismiss the message click on 'Finish' (3). If you have any questions about this please get in touch at customer.service@eyfs.info. Back to Main Tutorials Page

It's now possible to generate a PDF export of your child's learning journal from your own Tapestry account. To do this, you'll need to login to your account on the web (this can't be done on the app) and then click 'Children' (1) on the top bar. On this page you'll see your child or children. Click on your child's name that you'd like to generate the export for (1) and then there are two different ways you can get to the PDF generation. You can either go to the 'Overview' (2) or 'View Journal' page (3). If you've selected the overview, then next you'll need to click on 'Create PDF of [your child's name] journal' (2A). Otherwise, if you've gone to the view journal page, select 'Create PDF of [your child's name] journal' from here (3A). Regardless of which route you've taken, the next page will be the same. On this page you can make selections about what you'd like to PDF to contain. The first option is to select the date range (1). This will default to cover all observations but you can manually change these dates. For example, if you'd like to break down the years into individual PDF's. Next is selecting which observations to include. You can include group observations (2), observations authored by a relative (3), and then choose if you want comments (4) and flags (5) to be visible. Finally, you can choose the text on the cover page (6). Once you've made your selections click on 'Submit' (7). Please note, if your child does not have a photo attached to their account, an outline will appear on the PDF. Please contact your child's setting (school/nursery/childminder) to add a photo before you export the PDF. Once you've submitted, the PDF file will then start to be generated. You can view the progress and finished file by going to your downloads page. This can be accessed through the button on this page (1), or at any time by clicking your name in the top right (2) and then going to 'Your Downloads' (3). Depending on your notification preferences (which you can change by following these steps) you may also receive an email notification to inform you when the download is ready. On your downloads page you'll be able to download a PDF file of the journal (1) and also purchase a printed book of the journal (2). We would strongly recommend to download a copy (1) in any case, as a backup. Please note that this file export will be deleted from your downloads page 90 days after generation. For further details about ordering the book, please take a look at this tutorial. If you have any questions about the above steps you can email us at customer.service@eyfs.info. Or if you have any questions about the content or management of your Tapestry account, please contact your child's setting or school and they will be able to help. Back to Tutorials Page

Hi @Boost147, You can export a PDF and CSV of your relative's information from the bottom of the Manage Relatives page, under the 'Export Relatives' heading. This file will include their name, email address, phone number, collection password, and name and relationship of linked children. 🙂 Would this work for you? Best wishes, Alexandra

Hi @Willow, This will be the child's postcode. 🙂 It's not a required field, but if you want to add it for reference it'll also be included with their EYFSP submission. I hope this helps! Best wishes, Alexandra

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 Tapestry and email. In this tutorial we'll go through how to access these invoices through the iOS app. It's also possible to access this information via the browser and on our Android app. You can view the tutorials for these here and here respectively. Once you've logged in, head to to the Invoices tab at the bottom (1). Here you'll see all of the children you're linked to and their outstanding balance (2). Click on your child's name to view more details. You can also get here by following an invoice notification (3). On the child's invoices page you'll see: Their current account balance at the top of the screen if this has been permitted. A timeline of their activity. Any payments that the setting has received. Information about the invoices that have been generated, including the status, invoice period, and total cost. To view an invoice click on the blue 'View PDF' button. Once you've clicked into the PDF you'll be able to see the invoice's details (1). If you'd like to download a copy to access outside of Tapestry then click on the 'Download' button (2) and you'll be taken directly to the invoice in the browser. From here you can share (3) and save a copy to your device. And that's it! If you have any questions about the content of your invoices please contact your child's setting directly. Back to contents page

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 Tapestry and email. In this tutorial we'll go through how to access these invoices through the iOS app. It's also possible to access this information via the browser and on our iOS app. You can view the tutorials for these here and here respectively. Once you've logged in, head to to the Invoices tab at the bottom (1). Here you'll see all of the children you're linked to and their outstanding balance (2). Click on your child's name to view more details. You can also get here by following an invoice notification (3). On the child's invoices page you'll see: Their current account balance at the top of the screen if this has been permitted. A timeline of their activity. Any payments that the setting has received. Information about the invoices that have been generated, including the status, invoice period, and total cost. To view an invoice click on the blue 'View PDF' button. Once you've clicked into the PDF you'll be able to see the invoice's details (1). If you'd like to download a copy to access outside of Tapestry then click on the 'Download' button (2) and you'll be taken directly to the invoice in the browser. This will then look something like the invoice shown below. If you want to, you can then save a copy of the invoice to your device. And that's it! If you have any questions about the content of your invoices please contact your child's setting directly. Back to contents page

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 Tapestry and email. Once they have sent an invoice through their Tapestry account, you will receive a notification via Tapestry and email where you can view the invoice/s. In this tutorial we'll go through accessing the invoice/s in both of these ways, and what the invoice will look like. You can also access invoices via the apps, which we'll look at for the iOS app here, and the Android app here. Accessing invoices through Tapestry Let's start by looking at how to access the invoice/s directly from your Tapestry account. If you log in to the browser version of Tapestry, you'll see a bell icon in the top right-hand corner by your name. If you have a new notification, a number will show up next to this icon indicating the amount of unread notifications you have. If you click on the bell icon it will bring up a list of your notifications. You can click on the invoice notification which will take you to the Invoices page on your account. Otherwise, you can access the invoices by clicking on the 'Invoices' tap in the top bar. On this invoices page you can see the current account balance if this has been enabled (1) and a list of all of the invoice and payment activity that has been recorded (2). You can see an overview of the invoice including the total (3), the period it covers (4), and the invoice's status (5). To view the invoice click on 'View PDF' (6). On this page you can also see any payments that have been recorded for your child on Tapestry (7). Accessing invoices via email As well as receiving an internal notification via Tapestry, you'll also receive an email with a link to your PDF 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 have been filtered into there. Once you open the email you can click where it says 'View Invoice' to open up a PDF of the invoice (1). Please note, invoice emails are sent from our noreply email address, so any replies directly to the invoice email will not be received. If you have any questions about an invoice, please direct them to your child's setting. If they have set up a contact email for relatives, this will appear in the body of the email (2). Reading an invoice Below you can see an example invoice. I'll go through what you can see here: At the top you will see some basic information about the invoice including: the setting name, the child's name the invoice is for, the period it covers, the invoice number, the invoice date and due date for payment. If you see some extra text/information above the 'Summary' section, this will have been inputted by your child's setting. In the 'Summary' section you will see a breakdown of the charges included in the invoice. You may see an extra section with a blue heading in the 'Summary' which breaks down the bookings that are included in a child's regular schedule. Whether you see this or not is dependent on your child's nursery/pre-school/childminder's settings. Underneath the summary you will see the total amount due. If you see some extra text/information below the 'Total to Pay' section, this will have been inputted by your child's setting. Depending on what your child's setting have decided to include on invoices, it may be spread across several pages. At the top you can see how many pages are included in the invoice. If you have extra pages, you may see a heading in blue at the top that says 'Regular Schedule Bookings'. This is a more detailed breakdown of the sessions that are included in the invoice. Back to contents page

We've teamed up with a publisher, Group Hugs, to offer parents and carers the ability to purchase printed copies of their child/ren's learning journals. This is only possible once a PDF journal export had been created. This can be done by relatives themselves, but a manager on the account will also be able to generate the export, which we will cover in this tutorial. If you'd like information about relatives being able to do this, then please refer to this tutorial. Some useful things to note: You can export journals for active, inactive, and awaiting deletion children If you delete / make a child inactive this won't delete the export once it's been generated Relatives will need to remain active to access the export Exports will be available for 90 days once generated Before you proceed with generating the export we would recommend to first add a profile picture for the child/ren. This is because the front cover of the printed journal will use the photo that appears on the cover page. To upload a profile picture for a child, please look at the steps in this tutorial. If there is no cover page (detailed further down this tutorial) or no profile picture, then the child's photo on the front of the printed journal will be replaced with an image of a tree. So that relatives can purchase a physical copy of the journal, you can't just export their observations in bulk through the Observations page. This needs to be done through the Control Panel. So, to start, click your name in the top right (1) and go to the Control Panel (2), and then Manage Children (3). To export the journal for a single child, click the cog next to their name (1) and select ' Export journal to PDF' (2). Alternatively, you can do this in bulk for multiple children by selecting the tick box by their names (1), choose 'Export journals as PDFs' (2) and press 'Go' (3). Whether you do this for an individual child or in bulk, the next steps will be the same. For a more in-depth look at this process please click here. You can make changes to the children selected (1). Most importantly, you'll need to make changes to the recipients section (2). Select 'Relatives' (A) and tick the box to allow them to download the export (B). If you don't select these two options (A + B) the relative/s will not be able to directly purchase a printed journal. You can also select the date range for observations to be included within the export (3). The date range will have an impact on how many pages the PDF file is and, as a result, the price and availability of the printed journal. You can check here for information about the page range and prices of the printed journals. You can then choose which observations to include (4) and whether you want reports to be included or not (5). The final section on this page will allow you to make some more advance adjustments to the content of the export (6). You can go through all of the settings to set them in your preferred way. We do recommend including a cover page (A) with text (B). This will be the first page in the printed journal, and the front cover of the book will contain the photo that appears in the cover page. As mentioned at the start of this tutorial, if there is no cover page or no profile picture, then the child's photo on the front of the book will be replaced with an image of a tree. You may also want to leave these options (C) as the default settings to enhance the look and functionality of the printed journal. Once you're done, click 'Submit' (2). The journal/s will then be generated, which you can see from the Control Panel Downloads. If relatives are permitted to receive notifications, and they haven't disabled the notification type 'File ready to download', then they'll receive a notification once the export is ready for them to access. Once it is available, they'll be able to purchase a printed journal directly from their Tapestry account. To ensure relatives know what to do when the export has been generated, you can send them this tutorial: How to purchase a printed book of your child's journal. If a relative no longer has access to their account or the journal was generated over 90 days ago, they will still be able to purchase a printed book if they have the PDF file (if they downloaded it when they had access or you passed this on to them outside of Tapestry). This is particularly useful when it comes to ordering backdated copies. To do this they can simply upload the PDF journal to the publisher, Group Hugs, here. If you have any questions about this process please get in touch at customer.service@eyfs.info and we'll be happy to help! Back to Main Tutorials Page

Hi @HappyHomeChildminding, I'm afraid the Care Diary isn't available on our iOS app yet. But rest assured it's a top priority and we're working very hard to get it released as soon as possible! I've noted your interest in this, so once it's added to the iOS app we'll be in touch to let you know. 🙂 Best wishes, Alexandra