Click on your profile button - Top right hand side, click on Administration.
The top one Company Details is the one to start with.
This is the first section you should complete when setting up your database, there are 8 Tabs across the top and they are important to the running of your business within the software.
Fill in as many fields as you can, covers things like main contacts, opening hours, registration number date for example
Note: You must click save at the bottom of each page
Select the modules that you need to run. All are stand alone, however if you are offering Transport with your Daycare or your Walking then you will need to turn the Transport on as well. (Please note: Grooming is not currently available)
Note: The first module is included in the monthly price and each module thereafter costs. The price will be on the screen.
This needs to be set up according to the country that you are in and the tax requirements that Country has.
Select your currency
Add your company logo - Will show in the software and on your owner portal
Write your own welcome text to show on the Owner Portal
Unique Portal Link: This is the URL that you can put on your website so that clients can go directly to the Owner portal
Terms and Conditions: This will be available for your clients to accept when they first sign up to the Owner Portal, you can also send to them to accept. Currently it is one T & C's to cover all but more options will be coming.
Remember to save the page
Under here will be all the different software and apps that you can integrate with Jungle Chief,
Click on the one you want and follow the instructions.
Click on link to your Xero Account, it will take you to the Xero log in screen, enter in your log in details and it will finish the link. Click here for more information
This is where you will set the pricing for your services. The modules you have selected will show on this screen. For the sake of this help file we will work with Daycare as an example. You can set different prices for different areas.
If you run walking, under the walking tab you can select different prices for different walk types
Please Note: You will need to go and set up spaces first. You do that under your profile, administration and then Spaces.
Your choices of per frequency will alter with each different module
These are extras that you can add to your pricing. They can be Discounts or Fees to be charged as extra's.
To add a Modifier
It will tell you how it will affect a booking
Then submit, you can then pick it up at the time of Invoicing.
You can set up concession cards for your clients to purchase.
Please note: The Concession cards are per module so not able to be cross credited, due to different price structures.
To set up your concession cards, click on "Add Concession Card"
Remember to submit
Now go back to Administration services and pick the next selection