School Onboarding
Get started with setup steps, configuration tips, and best practices for launching SchoolsBuddy at your school.
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Printable Guides / Checklists
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Data & Integrations
- Manually Setting up a Parent Account
- Data & Integrations
- iSAMS Data Integration: Part 1
- iSAMS Data Integration: Part 2
- iSAMS - End-of-Year Processing Settings
- Updating your iSAMS Integration to OAuth 2.0 (Existing Customers)
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Payment Provider Set Up Guides and Support
- Stripe Creation/Linking
- Bluesnap
- Amazon Payment Services (APS) - Before Account Creation
- Updating setting in your newly created Amazon Pay (APS) account
- AsiaPay Account Setup
- Updating your Asiapay account
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Single Sign on (SSO)
- Creating iSAMS SSO
- Using Single Sign-on (SSO) to access SchoolsBuddy
- Enabling SSO in SchoolsBuddy (ManageBac+, Google, Office365, Azure AD)
- Powerschool SSO
- Linking a Single Sign-On account to SchoolsBuddy using a different email address (not in the school's Student Information System)
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Getting Ready for Go-Live - Essentials
- The Go-Live Process
- Understanding Terminology
- Pre-Training Tasks
- Creating Organisation Block Dates in SchoolsBuddy
- Creating Event Locations in SchoolsBuddy
- Creating a Welcome Message in SchoolsBuddy (what a logged in user sees first)
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Getting Ready for Go-Live - Additional
- Hints and Tips for introducing SchoolsBuddy to your parent community
- Reception tab Overview in SchoolsBuddy
- Understanding the Users tab in SchoolsBuddy
- How to manually add a Staff member to SchoolsBuddy
- Terms & Conditions Set Up
- Our Mobile Apps
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Permissions & Access
- Permissions & Access
- Assigning Staff Roles
- Creating an external staff role and Granting different permissions
- Restoring Students that were Previously Marked as Leavers
- How to add a Parent/Guardian to a Students account 🎬
- Sending Staff, Students, and Parents an Activation Email
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Migration from CHQ
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