Complete New School Onboarding

Use onboarding to configure the school profile, academic periods, structure, classes, subjects, fees, and preferences.

For School administrators. Updated 2026-08-01.

Overview

New schools are guided through a multi-step onboarding flow after the first sign-in. Review every completed step before continuing. Optional steps may be skipped, but academic dates, classes, and course relationships should be checked because later modules depend on them.

Before you start

Steps

  1. Complete School Information
  2. Set academic year and term dates
  3. Review suggested departments
  4. Create classes and assign departments
  5. Select subjects and verify class assignments
  6. Review fee categories and remaining preferences
  7. Complete onboarding

Common problems

Onboarding returns to an earlier step

Open the step and confirm required records were saved successfully before continuing.

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