Home · How-to
Follow the setup checklist
Set up a new school in the right order, one step at a time.
The Checklist at the bottom of the Dashboard shows the order to set up your school. Each step ticks off by itself.
Steps
- Open Home → Dashboard.
- Scroll to the Checklist card. Select its title if it is closed.
- Find the next step that is not ticked.
- Select the button on that step. It takes you to the right page.
- Add the records there.
- Come back to the Dashboard. The step is now ticked.
The nine steps
- Add a campus.
- Create grades and sections.
- Open classes.
- Add subjects.
- Set bell times.
- Add teachers.
- Enrol students.
- Build the timetable.
- Set up fees.
Common questions
A step is not ticking.
A step is done when its records exist. For example, you need at least one class or one fee type. Add one, then refresh the page.