Setup · Guide
Set up your school: first steps
The order to set up a new school in, following the Checklist on Home.
The Home page shows a Checklist card with a progress bar and the text n of 9 done. It lists nine steps in the best order. The step you should do next has a button, and each step ticks itself off as soon as there is data for it. The card is open while steps remain and folds away when all nine are done.
The nine steps
- Add your campus: Everything belongs to a campus. Button Add campus. See Setup → Campuses.
- Create grades and sections: for example Grade 1 to 12 and sections A, B and C. Button Add grades. See Academics → Grade & section names.
- Open your classes: a class is a grade plus a section with a capacity. Button Add classes. See Academics → Classes.
- Add subjects: what is taught, and how many periods a week for each grade. Button Add subjects. See Academics → Subjects.
- Set bell times: when each period starts and ends. Button Set bell times. See Academics → Bell times.
- Add teachers so lessons can be assigned. Button Add a teacher. See Users → Teachers.
- Enrol students: add them one by one or promote them from last year. Button Add a student. See Users → Students.
- Build the timetable: click a cell, then pick the subject and teacher. Button Open timetable. See Academics → Class timetable.
- Set up fees: fee types and a fee plan for each grade. Button Set up fees. See Fees → Fee types & amounts.