> ## Documentation Index
> Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

> Essential steps to get your nursery fully set up and operational in the Admin Portal.

# Pigeonhole Setup Guide

Welcome to Pigeonhole! This guide will walk you through the essential steps to get your nursery fully set up and operational. Follow these steps in order to ensure a smooth setup process.

<Info>
  All setup pages live under [**Settings** in the Admin Portal](/app/admin/settings). Each step below links to both the relevant settings page in the app and the detailed documentation.
</Info>

<Info>
  **Using Pigeonhole for Funding Forms Only?** If you only want to use the funding forms functionality without setting up full invoicing, check out our [Funding Forms Only Setup Guide](/onboarding/funding-only) and [Funding Forms Import Guide](/onboarding/importing-funding-forms) for a streamlined onboarding process.
</Info>

#### 1. [Setting Your Site Profile](/onboarding/site-profile)

Configure the basic details of your nursery, including its name, address, contact information, and branding. This is the foundational step for your Pigeonhole setup. Open in app: [Settings](/app/admin/settings).

#### 2. [Configuring Sessions and Session Pricing](/onboarding/sessions-and-pricing)

Set up the different types of sessions you offer (e.g., full day, morning, afternoon) and their respective prices. Open in app: [Sessions](/app/admin/settings/sessions) and [Session Pricing](/app/admin/settings/sessions/pricing).

#### 3. [Managing Term Dates and Holidays](/onboarding/term-dates-and-holidays)

Assign specific calendar dates to your defined terms and holiday periods. Open in app: [Terms](/app/admin/settings/terms) and [Holidays](/app/admin/settings/holidays).

#### 4. [Defining Extra Charges](/onboarding/extra-charges)

Outline any additional charges that may apply, such as late pick-up fees, meals, extracurricular activities, or ad-hoc services. Open in app: [Extra Charges](/app/admin/settings/extracharges).

#### 5. [Defining Rooms](/onboarding/rooms)

Set up the rooms in your nursery. This helps organize children and staff assignments effectively. Open in app: [Rooms](/app/admin/settings/rooms).

#### 6. [Configuring Funding Rates](/onboarding/funding-rates)

Configure local authority funding rates for accurate funding calculations. Open in app: [Funding Rates](/app/admin/settings/fundingrates).

#### 7. [Configuring Safeguarding Settings](/onboarding/safeguarding-settings)

Configure safeguarding categories and sign-off rules to ensure child protection policies are properly managed. Open in app: [Safeguarding Settings](/app/admin/settings/safeguarding).

#### 8. [Connecting Accountancy Software](/onboarding/accountancy-integration)

Connect Xero or QuickBooks to automatically sync invoices and payments. Open in app: [Integrations](/app/admin/settings/integrations).

#### 9. [Importing Data](/onboarding/importing/index)

Import your existing data for children, parents, and staff into the Pigeonhole system. Open in app: [Import](/app/admin/settings/import).

#### 10. [Occupancy Planning](/managers/occupancy-planning)

Easily set up sessions for staff and children using our occupancy planner. Open in app: [Occupancy](/app/admin/occupancy).

***

Please follow these steps sequentially. Clicking on each link will take you to the dedicated page with detailed instructions for that specific setup stage.