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Help files for Portal, Abacus, Dayshare, Footsteps 2, and Parent Portal

Recent Articles
Online Enquiry Forms - Web Designer Integration Guide
? Web Designer Integration Guide – Enquiry Forms The enquiry forms allow direct submission into Abacus from external websites and direct links. To maintain consistency and security all enquiry forms must be integrated following the instructions ...
Tip of the Month 2025 - March - Meals, Products & Consumables!
The clocks have gone forward, the evenings are getting lighter, the weather is warmer and the Tip of the Month has been written! What a time to be alive! For this months tip, we are looking at additional charges that can be put onto the invoices ...
Abacus Release Notes 28/03/25
This release contains the following improvements: Per Funded Hour Consumable Charge A 'Per Funded Hour' consumable charge type has been added to the consumables charge feature within Settings > Configuration > Setup Consumable. Learn more. Hide left ...
Abacus Release Notes 06/03/25
This release contains the following improvements: Online Enquiry Forms Receive enquiries through new online enquiry forms and automatically populate Abacus > Live enquiries to reduce manual data entry. Learn more Give Feedback If you would like to ...
Online Enquiry Forms
To create an online enquiry form, do the following: Click on the Families button and select 'Enquiries': 2. Click 'Online Enquiry Forms' button. 3. The 'Public Enquiry Forms' page is where you see your enquiry forms. These can be used directly, or ...

Popular Articles
Tip of the Month #1 - Mail Merge
Each month we will be sharing some of our most useful tips with you. This month's tip is focusing on some of the features in the Mail Merge section of Abacus. Adding Attachments to a Mail Merge ...
Tip of the Month #2 - Understanding Invoices & Accounts
Each month we will be sharing some of our most useful tips with you. This month's tip is focusing on some of the features of invoicing in Abacus. Different Invoice Colours ...
Tip of the Month #5 – Everything you need to know about Sessions!
Each month we will be sharing some of our most useful tips with you. This month's tip is focusing on Sessions! If you're looking for a guide on booking sessions, click here for our helpfile. Understanding the Session Type Key ...
Abacus Release Notes 11/01/22
This release contains the following new features: Family section improvements Improved enquiries user journey Mandatory fields have been reduced to make inputting enquiries more efficient. Ability to sort carer list A new 'Sorted by' drop-down menu ...
Tip of the Month 2025 - January - Understanding Accounts!
Happy January! We can’t believe we’re already in 2025! We have decided to celebrate the new year with the return of the Tip of the Month! Each month we will focus on one area of the system and give you our top tips on how you can make use of and ...

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