Nurseries

Enrollments, fees and messages to families. Attendance, documents and notices stay on the child.

Contacts
Forms
Appointments
Tasks
Documents
Tickets
Automations
Products
Bookings
Notes
Customer Portal
Integrations
Contacts
Forms
Appointments
Tasks
Documents
Tickets
Automations
Products
Bookings
Notes
Customer Portal
Integrations

Contacts

Parents and educators: who collects the child, collection authorizations and allergies.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva Infants Family Parent Family Ferri Open day
MB Marco Bianchi Divezzi Follow-up Family Parent Family Costa Site
LF Luca Ferri Waiting list Personal Educator Family Greco Municipality

Occupied places, waiting list and absences of the week.

Reports
Charts
Type
Source
Companies

Forms

From the site they ask for a position: age and full time come before the interview.

Ask for a place in daycare

Age of the child and whether you need full time. We'll tell you if there's room.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Book an appointment

Age of the child and whether you need full time. We'll tell you if there's room.

Sara Riva
Parent
30 min
Select a date
November 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Saturday 14 November
09:00
10:00
11:00
14:00
15:00
16:00

The family chooses open day. The appointment is already in the section.

Fee of the month: The family receives the reminder, without a one-to-one message.

Back Fee due, send reminder View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Fee of the month

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Fee of the month
Send the reminder to the family

create_contact

1
End

Appointments

Open day and adaptation period talks over the week.

Appointments
Calendar
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
18:00
Mo
9
Family open day Ferri
11:00
15:00
Tu
10
Adaptation period interview Costa
14:00
17:00
We
11
08:00
Sara Bianchi
16:00
Th
12
09:00
11:00
Marco B.
Fr
13
10:00
12:00
16:00
Call with Rossi & Co.
Nov
16
Mon
10:00 - 10:30
Monday 16 November
30 min
Video conference
Google Meet
https://meet.google.com/abc-defg-hij
Organizer Sara Bianchi
Participants Marco B., Sara R.
Company Family Ferri
Start 16/11/2026 10:00
End 16/11/2026 10:30
Video conference Google Meet
Location Nursery, Via Roma 12
Status Confirmed

Each meeting has a family, time and section.

Tasks

Adaptation periods, certificates and notices to families.

Tasks | Projects

Group by
Board Cards Calendar List
Task
Rossi 3
Prepare for the Ferri adaptation period
Rossi

2/4

Tomorrow

  • MB
    • Rossi
    Ask for the vaccination certificate

    1/3

    17 Nov

  • SR
    • Transport strike notice

    3/3

    12 Nov

  • LV
    • Bianchi 2
    Send monthly report
    Bianchi

    0/2

    16 Nov

  • SR
    • Bianchi
    Ask for the vaccination certificate

    1/5

    Yesterday

  • MB
    • Verdi 1
    Prepare for the Ferri adaptation period
    Verdi

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Prepare for the Ferri adaptation period
    Ask for the vaccination certificate
    Tu
    10
    Transport strike notice
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Prepare for the Ferri adaptation period
    Ask for the vaccination certificate
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    Section activities do not overlap with interviews.

    Documents

    Registration, withdrawal authorizations and diets are on the family, the signed version.

    Registration form

    Save
    Data Connections (0)
    Preview Download
    Type
    Procedure
    Stakeholders
    MB Marco B.
    SB Sara Bianchi
    Add
    Content

    Collection documents and authorizations

    Goal

    Align the team on dates, owners and the first deliverable.

    Next steps

    1. Rossi project kickoff: goals and dates in the CRM.

    Tickets

    Fever, late withdrawal, diet: the report remains with the child.

    Tickets

    Board List
    Ticket
    Open 2
    Absence due to fever

    29707

    Family Ferri

    16 Nov

  • MB
    • Late collection

    29616

    Family Costa

    18 Nov

  • SR
    • Progress 1
    Diet to update

    29515

    Family Ferri

    13 Nov

  • LV
    • Closed 1
    Late collection

    29402

    Family Costa

    11 Nov

  • MB

    • Which warnings are repeated and in which section.

    Reports
    Charts
    Status
    Priority
    Topic

    Automations

    The monthly fee expires: the reminder goes out to the family.

    Start
    Fee due, send reminder
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Fee due, send reminder View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Fee of the month

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Fee of the month
    Send the reminder to the family

    create_contact

    1
    End

    Which families have already received the notification.

    Products

    Full-time, part-time and adaptation period: the fees from which the enrollment comes out.

    Services
    List
    Service Code Duration Price
    Full time SRV-01 30 min € 35
    Part-time SRV-02 45 min € 45
    Insertion SRV-03 60 min € 50
    Full time SRV-04 90 min € 60
    Part-time SRV-05 30 min € 80
    Insertion SRV-06 45 min € 95
    Full time SRV-07 60 min € 35
    Part-time SRV-08 90 min € 45
    Insertion SRV-09 30 min € 50
    Full time SRV-10 45 min € 60

    Bookings

    Every interview or open day has family, time and status.

    Full time
    Nov
    15
    Sun
    10:30 - 11:15
    Sunday 15 November
    Your booking is confirmed
    Owner
    Sara Riva
    Parent
    Owner Sara Riva
    Contact Marco B.
    Service Full time
    Start 15/11/2026 10:30
    End 15/11/2026 11:15
    Duration 45 min
    Location Nursery, Via Roma 12
    Status Confirmed
    Bookings
    Calendar
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Full time
    Insertion
    Part-time
    Tu
    10
    Part-time
    Full time
    Insertion
    We
    11
    Insertion
    Full time
    Part-time
    Th
    12
    Part-time
    Insertion
    Full time
    Fr
    13
    Full time
    Part-time
    Insertion

    The week of adaptation periods is open day.

    Notes

    Allergies and pickup permissions open while you talk to family.

    Notes Note
    Search
    MB
    Ferri: egg allergy 11:42
    Ferri: egg allergy
    SB
    Costa: collection only from grandmother, with collection authorization 09:18
    Costa: collection only from grandmother, with collection authorization
    LV
    Ideas for Q2 campaign Yesterday
    Call the client before noon and send the recap the same day.
    MB
    Pricing notes Yesterday
    Share the brief with the team
    SB
    Onboarding questions Mon
    Lock Friday 10:00 for the review
    LV
    Follow-up after the demo Mon
    Send the recap to the client
    Kickoff talking points

    Confirm owners, share the brief and lock Friday as the first review.

    Bring the timeline, the open questions and who signs off each deliverable.

    Next steps
    Share the brief with the team
    Lock Friday 10:00 for the review
    Send the recap to the client
    MB SB
    Client call reminders

    Call the client before noon and send the recap the same day.

    Bring the timeline, the open questions and who signs off each deliverable.

    Lock Friday 10:00 for the review
    Share the brief with the team
    SB Private

    Notes  (18)

    Filters Actions Note
    Search
    18
    Notes
    4
    Private
    Note Privacy Stakeholders Updated Owner
    Ferri: egg allergy Public MB SB 11:42 MB
    Costa: collection only from grandmother, with collection authorization Private SB 09:18 SB
    Ideas for Q2 campaign Public LV MB Yesterday LV
    Pricing notes Public MB SB LV Yesterday MB
    Onboarding questions Private SB Mon SB
    Follow-up after the demo Public LV Mon LV

    All the child's notes, from diet to who can collect him.

    Customer Portal

    The family sees notices and monthly fees without calling the section.

    Customer Portal
    Sara R.
    Hi Sara R.! Welcome to your dedicated customer portal.
    3
    Ticket Balance
    € 2.480
    Total Orders Value
    Open tickets (3)
    Date # Ticket
    13 Nov 2026 TK-104 Absence due to fever
    10 Nov 2026 TK-098 Late collection
    5 Nov 2026 TK-087 Diet to update
    New Ticket
    Title Absence due to fever
    Topic Customer Support
    Priority High
    Status New
    Company Acme Systems
    Contact Marco B.
    Owner Sara R.
    Due date 16/11/2026
    Description
    I cannot access the order page after the last update.
    I already tried clearing the cache and another browser.
    File screenshot.png
    File error_console.png
    Send

    An absence reported by the portal reaches the educators.

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