For center administrators with access to this area.

Prepare a draft contract using the correct child, school year and tuition setup.

Is a contract the right tool?

A contract is a school-year plan. A child has one per school year, for tuition that needs a signed agreement, a deposit, or annual terms.

• To bill a program month by month, such as after-school, set the program to bill every month instead. See "Bill a program every month" and "Add a child to a program partway through the year". You do not make a contract for each child.

• If you create a contract for a child who already has one for that year, Bloomily stops you: "This child already has a contract for the selected school year. Withdraw or delete the existing contract before creating a new one." That is not a fault. A second program does not need a second contract.

Steps

1. Open Money > Contracts and choose New contract.

2. Select the child, school year and intended tuition template.

3. Review the schedule and any applicable discount choices through the next steps.

4. Review the contract details and totals, then choose Create draft contract and complete its confirmation.

5. Open the created contract and check its draft status and details before any separate send or signing action.

Check the result

Creating a draft contract does not prove that the family signed it, that enrollment is approved or that payment was collected.

Contract generation, tuition templates and billing plans depend on your center’s setup. Do not assume every program automatically creates the same contract.

Interactive walkthrough: Creating and Viewing Enrollment Contracts on Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

Open the walkthrough in a new window