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New School Set Up
Tips and best practices for getting your new school configured and ready before the first day of class!
School Settings
People and Forms
- Module 2 - People and Forms Contents
- Module 2 - Introduction and Overview
- Module 2 - Adding a User and Family
- Module 2 - The Form Editor
- Module 2 - The Family Info Form
- Module 2 - The User Info Form
- Module 2 - The Family Profile Form
- Module 2 - The User Profile Form
- Module 2 - The Directory - Overview
- Module 2 - The Directory - Settings
Applications
- Module 3 - Applications - Contents
- Module 3 - The Application Overview
- Module 3 - The Application Process
- Module 3 - Application Settings
- Module 3 - The Family Application Form
- Module 3 - The Guardian Application Form
- Module 3 - The Student Application Form
- Module 3 - Application Fees
- Module 3 - Default Application Year
Courses and Sections
- Module 5 - Courses and Sections - Contents
- Module 5 - Courses and Sections Overview
- Module 5 - Course Settings, Pt. 1
- Module 5 - Course Settings, Pt. 2 - Classrooms
- Module 5 - Course Settings, Pt. 3 - Gradebook Settings
- Module 5 - Courses
- Module 5 - Course Info
- Module 5 - Sections
- Module 5 - Section Info
- Module 5 - Class Info
- Module 5 - Enrolling Teachers in Sections
- Module 5 - Enrolling Students in Sections
Financials
- Module 7 - Financials - Contents
- Module 7 - Financials - Overview
- Module 7 - Financial Set Up, Pt. 1 - Enroll Customers
- Module 7 - Financial Set Up, Pt. 2 - Accounts and Categories
- Module 7 - Financial Set Up, Pt. 3 - Payment Plans
- Module 7 - Customer Accounts
- Module 7 - Manual Charges
- Module 7 - Transaction Batches
- Module 7 - Financial Agreements (Intro only)
- Module 7 - Custom Financial Forms
- Module 7 - Online Payment Demo
- Module 7 - Check Payments
- Module 7 - Cash, etc Payments
- Module 7 - Editing Transactions