SchoolBaseSchoolBase onboarding
Set up the school foundation, bring your team and records together, then build the daily workflows your school is ready to use.
Already have a school account? Open the setup checklistA practical starting path
From setup to school day
01
Prepare your school workspace
02
Bring in people and records
03
Set up the workflows you will use first
04
Run the school cycle and keep improving
The core idea
A student record supports classes, fees, attendance, results, and parent access. The value comes from setting up each step carefully and letting the right team use the information they need.
The how-to path
Use the steps in order for a new setup, or jump directly to the area you need to work on.
STEP 01
Start with the information and structure every other workflow depends on: your school profile, academic periods, phases, classes, and subjects.
STEP 02
Add staff, students, and guardians, then give each team member the access and responsibilities they need for their part of school life.
STEP 03
Choose a manageable starting point. Many schools begin with fees, attendance, or results, then expand once staff are comfortable with the process.
STEP 04
Use the connected records through the term: teachers record activity, administrators review it, bursars track finance, and parents access information shared with them.
More school workflows
Not every school needs every module on day one. Open a workflow when it matches the job your team is ready to do.
Planning and teaching
Build and publish the school timetable, then let teachers and parents view the schedules available to them.
Student records
Select active students, review a card proof, then generate print-ready CR80 cards or A4 sheets.
School communication
Prepare school updates and manage which announcements are published on the public school website.
Enrolment
Review school applications, follow their status, and continue approved applicants into school records.
Academic year transition
Preview student promotion decisions, apply the school’s approved changes, and refer to promotion history.
Finance operations
Record and review school income, expenses, cashbook activity, and financial reports alongside fee workflows.
Review and planning
Use class, subject, attendance, academic, and accounting views to identify what needs attention.
Everyday operations
Record attendance and keep staff and families updated through school announcements and available communication channels.
For the people in your school
Set up the school, manage records, review activity, and control approvals.
Open guideWork with assigned classes and subjects, attendance, assessments, and results.
Open guideManage invoices and payments, and review wider accounting activity.
Open guideAccess the information for linked children, including published results, attendance, and invoices.
Open guideReview applications, maintain student records, and keep school information current.
Open guideBrowse available demonstrations and task-focused videos.
Open video libraryGo deeper on fees, reporting, digital change, and school workflows.
Browse guidesSee the optional school-wide training available for your team.
Training optionsReady to put the steps into practice?
Set up your workspace, then use the checklist to guide your first school workflows.