Going live with SchoolsBuddy has 13 steps: contract, payment, data, fees, training, first use set-up, testing as a parent, adjusting templates, launch, then review, more training, other use cases and ongoing support. Each step is described below.
For school administrators preparing to launch SchoolsBuddy.
The go-live steps
Contract signed. Complete the contract and SchoolsBuddy paperwork, including the online school set-up form.
Invoice and payment. Confirm the payment date with a formal purchase order or invoice payment.
Data. Connect your MIS or SIS. SchoolsBuddy integrates with most common systems. If that is not possible, data can be imported by CSV.
Fees. Apply to a payments provider. SchoolsBuddy works with different payment partners in different regions.
Training. Personal training sessions for your key users. Online and video training is also available.
First use set-up. Your key staff accounts are made active and you are guided through your first use of SchoolsBuddy.
Test as a parent. Sign in as a test parent to see what parents see and how information flows during the process.
Adjust templates. After testing as a parent, adjust the messages and emails parents receive to fit your school.
Launch. A planned launch timed with your first sign-up or other first use of the system, rather than just activation.
Review and reports. Check how everything went after launch, including some useful reports.
More training. Extra training if it is needed, now that you know a little more. This can be a short refresher session.
Other use cases. Now you have seen what SchoolsBuddy can do, the team can help you plan other uses across your school.
Ongoing support. The Support team is here when you need help, have questions or want reassurance.