First day setup

Before you start

• Sign in to your school's workspace with an administrator account.
• Have the school profile, class and stream list, subject list, staff details, and approved term fees ready.
• Agree on the active academic year and term with school leadership.

Set up in this order

1. 1

   Check the school profile

   Open Settings and review the school identity, contact details, and branding.

2. 2

   Confirm the academic period

   Check the active year and term. Do this before recording term-specific information.

3. 3

   Prepare master data

   Add the classes, streams, subjects, papers, and departments your school uses.

4. 4

   Prepare staff access

   Create staff records and give each person the role needed for their responsibilities.

5. 5

   Register students and guardians

   Place students in the correct class and link their parent or guardian records.

6. 6

   Configure fees and academic work

   Review approved class fees, teacher allocations, and assessment settings before daily use.

Check the setup together

Ask a member of the office team, a teacher, and the bursar to sign in with their own accounts. Confirm that each can see the appropriate modules and the correct academic period. Review a student record before entering the rest of the school population.