Bring a new centre onto Floreo
Adding a centre opens a five-step wizard. Head office can do the first step and hand the rest to the director.
For head office3 min readStep-through of real screens
Add centreStep-through
1/4Open the centre switcher and click Add Centre, or use Add centre on the portfolio.
| Step | Who | Guide |
|---|---|---|
| Create centre: name and location | Head office | This page |
| Add rooms | Director | Set up your rooms |
| Import waitlist | Director | Import your waitlist |
| Import enrolments | Director | Import enrolments |
| Create a plan | Director | Create a plan |
- On the portfolio page, click Add centre, or use Add Centre in the centre switcher.
- Enter the centre name and choose its Region (ACT, NSW, QLD, Tas, VIC or WA). The region sets which ratios apply.
- Carry on through the wizard, or close it. Until the centre's data is in, its card on the portfolio shows the next step, such as Import your data.
Rolling out to several centres? Bring one on first, then send this guide to the next director so every centre follows the same steps.