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Getting Ready for Go-Live - Essentials
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Understanding Terminology
This article is designed to help new users understand the terminology of containers, groups and events within SchoolsBuddy. This will support...
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Pre-Training Tasks
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...
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Creating Organisation Block Dates in SchoolsBuddy
Organisation Block Dates are dates when you don't want an event to occur. Use these for holiday periods or days during the school year when ...
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Creating Event Locations in SchoolsBuddy
Locations tell parents where to go to collect their children after an activity or school trip, and where to attend parent teacher conferences...
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Creating a Welcome Message in SchoolsBuddy (what a logged in user sees first)
What is a 'Welcome Message'? The SchoolsBuddy dashboard has space for a welcome message that all users will view when they first log onto Sc...
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Email Templates, Email Footer & Web Footer
Email Templates There are many emails that get generated from within SchoolsBuddy. Your school may want to customise these templates. To view...
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Checking data to ensure parents are linked to students
Within SchoolsBuddy we have some pre-built queries to enable you to ensure your parents data is as good as possible.Login as an admin. Click...
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How To Create a Staff Switcher Account
Switcher Accounts You can now link yourself to a test student using your staff email which creates a switcher account allowing you to easily...
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Completing a Test Signup as a Test Parent
It's a good idea to preview the system from a parent's perspective to anticipate any questions and make necessary adjustments before going li...
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Portal Links feature: for Policies and Information
Portal link is a quick access section on the dashboard to alert parents, staff or students to helpful information and school policies. This i...