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Guides

Step-by-step workflows from start to finish.

Choosing a term structure: school year, semesters, or quarters

Decide how to slice your academic calendar — and set it up so enrollment and billing fall out naturally.

First-time setup

Go from a brand-new school to your first enrolled student, step by step.

Getting paid: from checkout to money in the bank

Connect Stripe, let checkout create the bills, put collection on autopilot, and know where to look when a payment doesn't happen.

Handling drops, transfers, and refunds mid-term

A student is leaving or switching — here's the right order of operations so rosters and money both end up correct.

Hosting an open house that fills your roster

Use events, registration forms, and follow-up email to turn one afternoon into applications and enrollments.

Keeping families in the loop: email, texts, and secure messages

Which channel to use when, and a one-time setup that makes every message faster to send.

Offering discounts, coupons, and scholarships

Sibling pricing, early-bird rates, promo codes, and tuition assistance — which tool to use for each, and how to set them up.

Opening enrollment for a new term

A launch checklist: build the term, give returning families early access, go live, and announce it.

Running admissions: from application to enrolled student

Set up your student application, collect an application fee, review applicants, and turn approvals into enrollments.

Setting up registration fees, tuition, and payment plans

Charge a registration fee up front, tuition by installment, and materials at checkout — the setup most schools want.

Tracking volunteer hours for your co-op or school

Publish sign-ups families can join themselves, and let timesheets track everyone's required hours automatically.

Wrapping up the school year (and setting up the next)

Close out balances, promote your students, and rebuild next year in an afternoon with copy tools instead of data entry.

Your first week as a teacher

For teachers: get into your classes, welcome your families, post your first classwork, and start taking attendance.