Thank you very much for choosing to work with SchoolsBuddy.
This is Part 1 of the Setup process which will get you ready to go Live.
You will shortly receive your activation email and using the link within this email you will be able to sign in and complete the orientation and tasks as described below.
Step 1 - Complete these five initial setup tasks - click the links to use the support documents
- Create Organisation Block Dates - repeating events will ignore any set holiday periods or inset/training days. Add at least one block date e.g. Christmas Day.
- Create Locations - events normally have a location assigned which is either Home or Away (off-site). Set up at least one location.
- Create a Welcome Message - visible when user logs in this can be used for consistent message or advanced instructions as and when. Different messages can be set up for Parents, Members and Staff. Add a ‘Staff Welcome Message’.
- Assigning Staff Roles - as a Super User you have access to allocate Staff Roles. New staff added are automatically allocated the Regular Staff Role. Add a new Staff member and allocate yourself the Absentee Alert Role.
- Understanding Terminology - read this document which will help your understanding of how SchoolsBuddy operates and prepare you for training and setup.
- Portal Links - Organise your policies and information notices in portal links - a quick access section for parents, staff and students.
Step 2 - Test Student & Parent Accounts
As you will have seen from the videos above, the Parent screens differ from the Staff view. It is therefore vitally important to experience the Parent processes.
Using the Test Student and Parent Account guide, now set up a Test Parent Account.
Step 3 - Activating Users
This task only needs to be completed if you are not using one of our Single Sign-On options for parents.
To activate users, follow the Sending an Activation Email guide to activate staff and parent users (and pupils if you wish them to be able to access SchoolsBuddy. For parents we recommend that these emails are sent just before the first time they need to log in to SchoolsBuddy.
Step 4 - Finish Setup using the processes you learnt in Step 2:
- add any additional Block Dates
- add all Locations
- add and edit all Welcome Messages
- add all Staff and assign Required Roles
Step 5 - During your first training session, to be booked after your Onboarding session, we will set up your first Sign Up.
Please note it is critical that you have completed tasks 1 and 2 prior to attending the training session. This will allow the session to be more specific to your own requirements.