Setting up your school: the first day

These steps take most schools an afternoon. If you bought onboarding, we do much of this with you.

1. Sign in and change the starting password. Use My account → Profile.
2. Brand it. Site → Settings: school name, short name, colors and logo. See Branding and colors.
3. Turn on email. Site → Settings → Outbound mail, then send yourself a test. See Setting up email.
4. Choose your features. Site → Features turns modules such as payments or sign-ups on and off.
5. Check the school year and terms. Admin → School years and School setup → Terms. See School years.
6. Add your staff. Admin → People & roles → Add a person. Each is emailed an invitation. See Roles and permissions.
7. Set up classes. School setup → All classes: create classes and assign teachers. See Creating classes.
8. Add students and families. Front office → Students → Add a student, or accept online applications. See Adding a student.
9. Invite families. Parents can be invited when you add a student, or request an account themselves from the sign-in page.

Moving from spreadsheets or another system? Our onboarding service can import your student list from a CSV or Excel file.