December 2024

Schedule a reminder for upcoming instalment payments

Help parents stay on-track with upcoming instalment payments with reminders

If you have created an offer which can be paid by scheduled instalments, you can now schedule a reminder to let parents know when the next payment is due.

To schedule a reminder, simply click on the red plus icon next to the instalment date and set up your reminder schedule. You don't need to do anything else, as an automated reminder will be sent to parents on the chosen date(s).

View Catering pending top ups

Improved visibility on Student Catering purses

If you use sQuid to manage your school meals, it is now even easier to monitor student catering balances as you can see all pending top ups on the Catering purses. Simply go to the Users tab where you see a new Pending Balance option in the Catering purse.

Reposition of Enable CCV option for Bookings

Enable CCV option now has a new home

We have moved the Enable CCV option when creating a new booking.

This option has moved from step 1 in "Booking Details", to step 2 "Time slots", under Additional Booking Settings.

November 2024

Adjust Childcare Voucher Funds

Debit and transfer funds from the Childcare Voucher Purse

You now have the ability to debit funds from a Childcare Voucher purse or transfer funds between sibling purses.

• Login to sQuid SchoolPay
• Go to CCVs in the top menu bar
• Select Childcare Users
• Find the user you need to debit funds from, click on the action cog and then click on Decrement Childcare Vouchers Funds
• Enter the amount to be debited from the purse and give a reason for the debit
• Finally, click Decrement

September 2024

View invoiced bookings by user

View invoiced bookings in the User Directory

You can now view all invoiced bookings for a user in the User Directory. All invoiced bookings will be displayed, enabling you to filter between paid and unpaid bookings.

To view invoiced bookings by user, simply go into the User Directory and enter the name of the user. Next, click on the action cog and select View Booking Invoices.

Cancel an invoiced booking

Cancel invoiced bookings in the User Directory

School Administrators can also cancel an invoiced booking, if it was raised in error:

• From all of the invoiced bookings displayed, find the one which needs to be cancelled
• Click on the action cog
• Click Cancel

Improved Childcare Voucher Reporting

A better way to search for Childcare Voucher transactions

There are now more ways to search for Childcare Voucher (CCV) transactions. The new Filter options, allows you to search CCV transactions by:

• Individual user
• Date range
• Transaction type

To view the CCV transactions, simply go to the CCVs tab and the click on Transactions.

You then have the option to export the displayed results into a CSV file.

Bookings Register

Improved bookings register report

To make life a little easier, when you now download a bookings attendance register, the report name will match the name of the booking.

July 2024

Paused Booking Slots

Pausing individual slots

You now have the ability to pause individual booking slots helping to manage your clubs and activities and prevent further sales. Instead of cancelling the entire booking, you can now simply pause a specific booking slot for a specific date and time as needed - ideal if you find yourself short staffed at the eleventh hour.

• Simply go to the Booking
• Click View booking slots
• Find the affected slot, go to the action cog and click Pause slots

If you find someone to cover the affected booking slot, you can resume the booking slot by heading back to the booking slot, clicking on the action cog and clicking Resume slot.

Paused Booking

Pause multiple booking slots

Whether you have accidentally set up booking slots during the school holidays, an inset day or simply selected the wrong dates, you can easily pause the booking in one step.

• Go to the booking and click the action cog
• Click View booking slots
• At the top of the screen click the Pause/Unpause slots button
• To pause all booking slots enter the start and end date and then click the Pause button

When you are ready to make the booking available again, simply go back to the booking, click the Pause/Unpause slots button and tick the Unpause button.

Combined purchased and unpurchased report

An easier way to manage offer purchasers

Generate an Offer report combining both purchased and unpurchased transactions. Save time by generating and downloading one detailed report.

You will be able to see who has purchased the offer, the date and time of the purchase and how much they paid. The same report will also detail users to whom the offer is available, but have not yet made a purchase.

Condensed settlement report

View total value of sales for each product available

When you generate a settlement report to reconcile your sQuid payments, you can now select the option to generate a Condensed settlement report which provides a breakdown of the total value of each product purchased. So, if you are collecting payments for a residential trip, donations or stationery, you will see a sales breakdown here.

May 2024

Add photos to Offers

Bring offers to life with photos

You can now add and remove photos to your offers. Whether it's a school trip, music class or school merchandise, you can add photos to show parents exactly what they will be purchasing.

Feature available upon request
Please contact the sQuid Support team if you would like this enabled on your sQuid account.

Create Featured Offers

Highlight a specific offer for parents so they don't miss out

This is a great way to highlight a popular trip or activity, ensuring parents don't scroll past the offer and students don't miss out on something they've been looking forward to.

When creating the offer, simple select the Feature this offer? to enable and it will appear at the top of the screen for parents when they log in to their sQuid account and go to their Offers tab.

Feature available upon request
Please contact the sQuid Support team if you would like this enabled on your sQuid account.

Refund back to parents' payment card

Making it even easier to refund payments to parents

You now have the option to refund money for trip and offers back to the parent's payment card. The money will be refunded back to the payment card used to make the original payment.

To refund back to card, simply:

• Find the offer under your Offers tab
• Click on the action cog and select View purchases
• Find the student you need to action the refund for and click the action cog next to their name
• Click Refund user
• The screen opposite will be displayed. Confirm the amount and reason for the refund
• Next, use the dropdown arrow to select where the funds should be refunded to - the parents' payment card or their sQuid purse balance

Feature available upon request
Please contact the sQuid Support team if you would like this enabled on your sQuid account.

View Targets via the action cog

Save time by viewing targets without needing editing an offer

Previously, you could only view targets for an offer which had been published by editing the offer.
We have now added the ability to view targets in an offer by simply clicking on the offer action cog.

• Go to the offer and click on the action cog
• Click View targets
• Here you can view and amend the targets

Please note, that this is only available where an offer does not target all users.

Feature available upon request
Please contact the sQuid Support team if you would like this enabled on your sQuid account.

Edit Targets

Remove students or groups from an offer

You can now remove an individual student or a group from an offer. Simply click the action cog next to the offer and select Edit Offer. Proceed through the steps until you reach Targets. View the targets list and click on the delete icon to remove users from the offer.

Download catering transactions in sQuid SchoolPay

All student purse transactions in one place

You can now view and download catering purse transactions for your students from sQuid SchoolPay.

Simply go to your Sales tab and then

Additional student information available for Catering transactions

Student year and class information included

We have improved the student information available to you by including the year and class information. This information will be displayed both when you view the catering transactions for a student and will also be included when you download reports.

January 2024

Clone Offers & Bookings

Save time by cloning existing Offer and Booking templates.

When you need to create a new offer or booking and want to save time, simply clone an existing offer or booking most similar to what you need.

• Go to the Offers or Bookings tab
• Select View all offers/bookings
• Find the offer you wish to clone and click on the action cog next to it
• Using the dropdown, find and select Clone offer/booking
• A pop up message will appear detailing what details will be cloned. You will also have the option to clone the same targets from the existing offer/booking. If you want to clone Targets, check the tickbox, otherwise leave this blank and click on the Clone button to proceed
• Your cloned offer or booking will appear in Drafts. Go here to edit the offer/booking before publishing it

Clone Bookings

Additional information about cloning Bookings

In addition to being able to clone targets, you can also clone booking slots and capacity map details.

Carefully review the information on screen and check the tickbox if you would like the Targets, Slots or Capacity Maps to be cloned, before clicking the Clone button.

This is a handy time-saving feature, great for when you need to set up parent evening conferences, exams or school clubs.

Generate Communications for purchased and part purchased offers

Easily send reminder or confirmation emails to parents purchasing an offer

The ability to send messages to parents who have not yet purchased an offer has previously been available; however, we have now added the option to send messages to parents who have either purchased an offer in the full amount, and those who have made a part payment.

To view this new feature, simply go to View all offers and find the offer you wish to send a communication about. Next, using the action cog next to the offer name, select View purchases. You will now see the first image below, on the left.

Click on Generate Communications to see the three options displayed in the second image below:

• Communication for Not Purchased Offers - remind parents that places for a trip, club or activity are still available and payment is due.
• Communication for Purchased Offers - a message will be sent to parents who have either paid in full or paid at least one instalment.
• Communication for Part Purchased Offers - this message will go only to parents who have made a part payment.

Administrators' Dashboard

New support links added

We are always looking to provide the best support we can to you, so we c an serve your school community better. When you access your Trips & Offers Portal, you will see two new tiles onscreen.

Support & User Guides

This will take you to the new home of all of the Trips & Offers user guides. Here you will find a user manual for each section of the system, so you can quickly access the information you need.

you will also find the email address and telephone number to contact our Support team.

Latest News & Updates

This tile will bring to the new sQuid School Administrators Supportal - the new home for School Support. Here you will fund copies of the latest newsletters and messages sent out to schools, links to discover our newest features and user guides, as well as details of how to contact our Support and wider teams at Head Office.

Please ensure that you continue to check for updates here, so you can quickly access the latest information from sQuid.

December 2023

Bookings Capacity Scheduler

Make sure your clubs and activities are never over-subscribed

Use the Bookings Capacity Scheduler to cap the number of places available on or across booking slots to ensure that clubs and activities do not become over-subscribed.

You can use the Bookings Capacity Scheduler to set spaces for a particular club or across multiple clubs, for a single day or multiple days.

Once you have created your capacity scheduler, you can map it to your Bookings. Simply search for a Booking and select Map to Capacity.

Bulk Subsidy

Save time by adding multiple subsidised users at the same time

Save time by adding a subsidy by Group rather than individual student. This can be done during the Offer or Booking slot creation, or whilst viewing or adding a subsidised user to a live Offer or Booking.

Add multiple users to a booking slot

Save time by adding multiple subsidised users at the same time

You can now add multiple users to a booking slot at the same time, instead of adding each student one at a time.
In addition, you can accept payments retrospectively for a club or activity which has already taken place (up to 7 days).

View cashless catering transactions

View all student balances in one place

If you use sQuid to manage school meals, you will now be able to view a student's catering transaction history in the Trips & Offers system. Simply go to Users, then click on User Directory. Here you will see the option to View Transactions within their Catering Purse. A full history of the meals purchased will be displayed.

What's new for parents?

Let's see what new features your parents can enjoy with sQuid.

Offer instalments deadline

Deadline time now displayed for instalment offers

A cut off time is now displayed for parents paying for an offer by instalment. This will help ensure parents make payment on time on the set deadline date.

One click top ups on the Catering Purse

Faster top ups

When parents need to top up their child's Catering purse in a hurry they can now do so in a couple of clicks.

Parents simply log in to their sQuid account, go to the Catering Purse, select the amount to top up and click on the Top up Now button. Parents will then be directed straight to the payments screen where they enter their payment card details.

Faster payment processes

Improved 3DS2 payment feature

We have updated our payments flows to incorporate the new banking sector 3DS2 features. This means that for most payments that are made, parents will no longer need to enter a passcode or open their banking app to authenticate a payment. Security checks are still carried out, although the process is now quicker - perfect for busy parents on the go!

Bookings receipt

Peace of mind for parents

We have just released a new feature allowing parents to download a receipt for booking slot purchases. When parents are in their Bookings, they can go to My Bookings where they will see a Download receipt button next to their booking slot purchases.

In addition, the DoE establishment number is now included on the bookings receipt downloaded by parents.

Please note that you will need to contact the sQuid Support team to enable this option for your school before it is available to your parents.

Download multiple Bookings receipts

Select the receipts you need

Parents have the option to download bookings receipt by date range, and they can also select to only download receipts for slots purchased using Childcare Vouchers.

Booking slots availability

See which clubs have booking slots available

Making it even easier for parents to decide which slots to book, they can now see which booking slots have availability. Being able to see which day and time clubs have spaces for can really help parents to manage pre and after school care.

Topping up using Friends & Family

No maximum top up amount

There is no longer an upper limit when topping up via Friends & Family online. The minimum top up of £5.00 is still in place.

Support Team

Our in-house support team are always on hand to assist you with any queries you may have. Use the information below to contact the team.

Raise a ticket via email

The most efficient way to contact us is to raise a ticket with our support desk by emailing support@squidcard.freshdesk.com

All emails are ticketed so their progress to resolution can be monitored.

Speak to a member of our team

You can speak to a member of the Support team by calling 0208 132 3777 and selecting option 1.

Additionally, select option 2 to speak to the Finance team and option 3 to speak to Marketing.

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