Setting Up Your School

A step by step guide for setting up your school with a new ClassReach account

The following steps are in a checklist format and the intent is to go through them in order, except where stated otherwise (in some cases ORDER MATTERS).  We have provided links to documentation with each step and videos to help you along the way.  

Before Getting Started:

• If you haven't watched our Basic Orientation video, we recommend this to familiarize you with the ClassReach website and some basic terminology.

Adding Additional Admins

• If you plan to add any additional admins who will also be Guardians, we recommend that you first have them complete the application for their family and add themself as a Guardian in their family.  After you approve the application, they will be a user in the school and you can add the admin role to their People page > Basic tab
• To add admins that WILL NOT be Guardians, you will need to create their account manually and give the role of Admin.  Next, decide if you want them to be a Super Admin (permissions that let them do everything you can) or a regular Admin (permissions are set with the Edit Permissions button seen below) .  Here are the steps:
  • Follow the steps for Creating a Person.
  • Click on the person's name on the People Page.
  • Under Roles, click Edit Permissions button.

• • Assign them Super Admin by selecting Yes at the top of the page OR leave them as a regular Admin by selecting No and then set the specific permissions for them on that page.
  • Click Save.

Basic Set Up:

Most of the Basic Set up is completed by ClassReach Support based on your responses to the welcome email questions.  Here's a list of the last couple steps for you...

 

🔲   1.  Set your School Information: Settings page > School Information 

🔲   2.  Set your Login Page Settings: Settings page > Login Page Settings

🔲   3.  Input Billing Information: Settings page > Billing 

🔲   4.  Set up your payment processor integration.  This will be either Stripe or Gravity.

              a.  Set up Stripe Payment Integration:  Financial Page > Settings 

              b.  Set up Gravity Payment Integration:  instructions should have been emailed to you

Training Session 1  

The first training session will cover people and courses.  As part of that, we will discuss customization of the Application.

People

There are three ways to add People to ClassReach:

1. People page - the Admin enters one user/family at a time
2. Application - the family enters their own information
3. Import - the Admin uses a spreadsheet of names and information

The video below is a quick overview of the initial people set up.

 

 

🔲   5.  The ClassReach Application is ready to go, out of the box.  As part of the set up process, ClassReach Support will customize your application for you.   This will be discussed in the intro training session.

🔲   6.  Manually Create a Person and Create a Family:  People Page > +Person/+Family

🔲   7. Import Users:  Settings Page > Imports

Courses

You can manually enter courses or import courses into ClassReach.  This video goes over the initial course set up requirements and options and walks you through an example of setting up a course and section.

 

 

🔲  8.  Set your Departments:  Settings Page > Departments

🔲  9.  Set up Gradebook Settings:  Settings Page > Gradebook Settings

             - This is just the creation of the different settings and not the details

             - Details will be set up during Classroom Settings

🔲  10.  Set up a plan to assign Course numbers and abbreviations.

🔲  11.   Import Courses:  Settings Page > Imports 

🔲  12.   Create a Section(s) for each Course: Courses Page > select a course > +Section

Training Session 2

The second session will cover Financials

Financials

 

 

🔲   13.  Complete Basic Financial Set up:  Financial Page > Settings on the left side bar 

                 Follow the steps in above video to set up your Accounts and Categories

🔲    14.  Enroll Financial Customers: Financial Page > Summary Section

NOTE:  This is not required for families that pay an application fee or enrollment fee right off the bat as they will be auto-enrolled.  This would be for any families that have active students and have not paid via a form already.

Training Session 3

This last session is a short session where we will discuss Classroom and School-wide set up

Classroom Set Up

 

 

🔲  15.  Set up Classroom Room Numbers: Settings Page > Classrooms (OPTIONAL)

🔲  16.  Finalize Gradebook Settings

🔲  17.   Attendance Markings: Settings Page > Attendance Markings

🔲  18.  Conduct Items:  Settings Page > Conduct Items

🔲  19.   GPA Calculation: Settings Page > GPA Calculation

 

 

🔲  20.   Transcript Settings:  Settings Page > Transcript Settings

School Communications

Lastly, consider these settings prior to completing your initial set up of ClassReach

 

 

🔲  21.  Announcements:  School Page > +Announcements

🔲  22.  Documents:  School Page > +Document

🔲  23.   Calendar: Calendar Page > +New Event

 

Need Help or Have Questions?

Please contact support if you have any questions by clicking

                                                           

at the top of your ClassReach page.  That will open the ClassReach Support Tools.  From here, click "Support Tickets" to fill out a short form that will be sent to support.  This is the best way to reach us.