Schools
Getting started as a school
A company that signed up as a school gets a school's Getting started list, not a shop's. Each step ticks itself when the record exists.
| Section | What it asks for |
|---|---|
| Your school | Branding for report cards and receipts, currency, tax number, phone |
| Your books | How parents pay, financial year, tax, starting balances |
| Classes and subjects | The year and its terms, classes, teachers, subjects, timetable |
| Staff and students | Other staff, students, office and teacher logins |
| Fees | Class fees and extra charges, the first bill, the first payment |
| Exams and parents | Grades and pass mark, the first exam, the parent portal |
The shop steps (products, counting the shelf, the first sale) are not on a school's list. What the office sells, such as uniforms and books, still works.
Quick actions on the home: Take attendance, Receive fees, Admit a student, Enter marks, Message parents, Expense. Behind More: Bill fees, Who owes fees, Staff and payroll, Reports, Approvals, Import from Excel.
Bring your school in from Excel
You do not have to type the school in. Under Import from Excel bring in, in this order:
- Classes: "Grade 1" with a Section column, or "Grade 1 A" in one cell. Add the fee, the capacity and the class teacher.
- Teachers.
- Subjects: "Grade 1" covers every section of it, "Grade 1 A" only that one, "All" every class. One cell can hold several: Maths, English, Science.
- Other staff: a job or department that is new is made for you. Staff go on the payroll with the teachers.
- Students: a grade with sections must say which. Children with the same guardian phone become one family. A Balance brought forward column brings in what a family already owed.
Each step has a sample file to download. Kaydro reads your file, checks every row on screen, and only then imports. Bringing the same file in again updates what is there; it does not add twice.
Terms and subjects
Under School → Attendance → Setup you give each term its start and end dates. Monthly fees and the attendance on a report card both read them, so fill them in.
The same tab lists the subjects each class is taught and by whom. You can enter marks as soon as a class has its subjects; you do not need a finished timetable first. A lesson placed on the timetable adds its subject to the class by itself.