Help centre

Plan full rooms, one move at a time.

Short guides for centre directors and head office, each with a step-through of the real Floreo screens you’ll use.

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Plan board: Feb intake 2027Step-through

1/4Move the plan to February. Children have aged up, and Floreo has 17 suggestions ready.

Set up a centre

Rooms, then your waitlist and enrolments, then your first plan. Most centres finish in one sitting.

Start with the basics→Directors

Plan an intake

Look months ahead, see who ages up, and fill every spot from your waitlist.

Create a plan→Head office

Roll out to more centres

Add centres, hand them to directors, and see which ones need attention.

Bring on a centre→

Getting started

From a brand new centre to your data in Floreo.

1What Floreo does (and doesn’t replace)Floreo shows you who should move where, and when, so your rooms stay full. It sits on top of your CCMS and changes nothing in it.Real-screen walkthrough 2Set up your roomsFloreo uses your rooms to work out occupancy, educator numbers and when children move up.Real-screen walkthrough 3Import enrolments from your CCMSEnrolments tell Floreo who is in each room now, and on which days. The same flow works for every CCMS.Real-screen walkthrough 4Import your waitlistYour waitlist tells Floreo who could fill spots as they open. It uses the same Refresh data flow as enrolments.Real-screen walkthrough 5Fix skipped rows and import problemsFloreo imports every row it can and tells you what it skipped. A few skipped rows won’t stop you from planning.Real-screen walkthrough

Planning

Plans, suggestions, and keeping your numbers fresh.

6Create a planA plan is a safe copy of your centre. Try moves, look months ahead, and nothing real changes.Real-screen walkthrough 7Look ahead with the date selectorMove a plan to any date to see how your rooms will look as children age up, start and leave, and spot which dates have changes.Real-screen walkthrough 8See spots and educators by dayEach room’s Spots and Educators figures are weekly totals. Click either one to see the numbers day by day.Real-screen walkthrough 9Use SuggestionsSuggestions is where Floreo does the work. It checks possible placements and lists the moves worth making.Real-screen walkthrough 10Add wanted days, siblings and buddiesTell Floreo which extra days a family would like, and who a child should stay with. Suggestions takes it all into account.Real-screen walkthrough 11Accept, decline and make your own movesYou decide what happens. Floreo keeps the numbers right as you go.Real-screen walkthrough 12Confirm, review and undo changesTrack which moves families have agreed to, see every change in your plan, and remove any you don’t want.Real-screen walkthrough 13Use the holding roomNot sure whether a child is staying? Put them in the holding room and keep planning without them affecting your numbers.Real-screen walkthrough 14Keep your data freshA plan is only as good as the data behind it. Refresh weekly, always before intake planning, and check every change before you apply it.Real-screen walkthrough

Head office

Bring on centres, watch the portfolio, invite your team.

15Bring a new centre onto FloreoAdding a centre opens a five-step wizard. Head office can do the first step and hand the rest to the director.Real-screen walkthrough 16The portfolio viewEvery centre in one place, with the ones that need you flagged at the top.Real-screen walkthrough 17Invite people to FloreoAdd directors and head office staff to your organisation.18Data security and privacyYou’re trusting us with information about children and families. Here’s how we look after it.

Questions

The things operators ask us most.

Do we have to change anything in our CCMS?

No. Floreo reads your exports and never writes back. Your educators and families won’t notice a thing.

Which systems does Floreo work with?

The import flow has export steps for OWNA, Xplor, Kidsoft and Kinderm8. Any other system works too, as long as it can export a CSV or Excel file: pick Other / not listed.

How often should we refresh our data?

Weekly if you can, and at least monthly. Floreo flags a centre once its data is more than 45 days old.

Does Floreo know our state’s ratios?

Yes, for centres in the ACT, NSW, Queensland, Tasmania, Victoria and WA. NT and SA are coming soon.

Will Floreo suggest putting a child in the wrong room?

No. Suggestions only use spots that fit the room’s age range and capacity. If you drag a child into a full room yourself, Floreo warns you.

Does Floreo change enrolments for us?

No. Floreo suggests, and you make the change in your CCMS.

What if our data is messy?

Start anyway. Floreo imports the rows it can read and tells you what it skipped and why.

Can a director see other centres?

At the moment, yes. Everyone in your Floreo organisation can see all of its centres.

Where is our data stored?

In Australian data centres. See Data security and privacy.

Still stuck?

Email us. A real person reads every message.

[email protected]

Screens in these guides are from a demo centre with made-up children.