Setup & Onboarding
Set up SchoolsBuddy, connect your data and sign-in, and find product updates and FAQs.
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Getting Ready for Go-Live: Essentials
Essential go-live steps: terminology, pre-training tasks, block dates, event locations and your welcome message.
- 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
More go-live preparation: introducing SchoolsBuddy to parents and staff, the Reception and Users tabs, and terms and conditions.
- 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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Printable Guides & Checklists
Printable onboarding guides and checklists, including the start-of-term checklist for administrators.
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Permissions & Access
Staff roles and permissions, external staff, activation emails, adding guardians and restoring leavers.
- 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 student's account 🎬
- Sending Staff, Students, and Parents an Activation Email
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Data & Integrations
Connect SchoolsBuddy to your MIS, keep data in sync and fix missing students or parents.
- A student or parent is missing after a data sync (iSAMS, Wonde, ManageBac+)
- Manually Setting up a Parent Account
- Data & Integrations
- iSAMS Data Integration: Part 1
- iSAMS Data Integration: Part 2
- iSAMS - End-of-Year Processing Settings
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CSV Imports & Public API
Import data from CSV files, use the Settings page and connect to the SchoolsBuddy Public API.
- New: Settings Page 🎬
- New: SchoolsBuddy CSV Imports 🎬
- How to Set Up the SchoolsBuddy Public API
- Introduction to the SchoolsBuddy Public API
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Single Sign-On (SSO)
Single sign-on for SchoolsBuddy with ManageBac+, Google, Office 365, iSAMS and PowerSchool.
- 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
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Migration from CHQ
Moving from CHQ to SchoolsBuddy: migration planning, feature comparison, support and FAQs.
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Product Updates
SchoolsBuddy product updates, release notes and system update FAQs.
- Sports Portal - Introduction & FAQ
- Setting up QR Code / RFID Scanning
- SchoolsBuddy System Update - FAQs for School Admins
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FAQs & Compliance
SchoolsBuddy FAQs, security and compliance, and video resources.
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