Organization Onboarding Steps

Use this section to complete organization setup step by step.

Steps

• Step 1: Create Organization
• Step 2: Set Academic Structure
• Step 3: Configure Custom Fields
• Step 4: Configure Roles and Access
• Step 5: Add Staff and Teachers
• Step 6: Import Students and Families
• Step 7: Configure Billing and Payments
• Step 8: Configure Email Templates
• Step 9: Go-Live Checklist