- SchoolsBuddy
- How-To
- Admin
Get SchoolsBuddy ready for a new term
Work through this list in the first weeks of term, after your end of year rollover, so families can sign up and staff can take registers without problems.
- Check the data syncConfirm last night's import from your MIS ran and that new students and staff are in SchoolsBuddy.
- Run the data checksGo to Reception > Users > Data Checks and run the queries for students with no linked accounts and students whose parents have no email address.
- Send activation emailsSend activation emails to new parents, staff and students so they can sign in.
- Tidy last year's containersArchive old containers and groups. You can still copy them and see them in reports.
- Set up this term's sign-upsCreate or copy containers for clubs, activities and trips.
- Check paymentsMake sure your payment provider is connected before any paid sign-up opens.
- Update QR codesIf you use attendance scanning, add codes for students who joined over the summer.
💡 Tip
Run the report Students With No Groups a few weeks into term to find students who have not signed up for anything.
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