Initial SchoolsBuddy Set-up

Setting up your School in SchoolsBuddy
12 articles

Create Organisation Block Dates

Creating Organisation Block Dates in SchoolsBuddy The purpose of Organisation Block Dates are so that a school can setup dates where repeating events will never be created on those days. Normally this would be used for holiday periods or days. Please note: From within a container you can...

Allocating Staff Roles

If you are the "Organisation Super Admin" role for your school you will be able to manage a variety of other permissions for your staff from the Reception tab. If you would like to change your school's "Organisation Super Admin" users please contact us. Assigning Staff Roles Video Within SchoolsBud...

Create Locations

Creating Event Locations in SchoolsBuddy Events in SchoolsBuddy normally have a location assigned. This could be a classroom, gym, hall, field or front of school (i.e a meeting point). These can be entered very quickly into the system but if you have a very long list please supply the list in a...

Email Templates, Email Footer & Web Footer

Email Templates There are many emails that get generated from within SchoolsBuddy. Your school may want to customise these templates.To view the current templates, click on 1. Reception, 2. Reports and then 3. choose the Email Templates HTML viewer option from the dropdown box. You can then view each...

Create a Welcome Message (what a logged in user first sees)

What is a 'Welcome Message'? SchoolsBuddy gives you the option of creating a welcome message that all users will view when they first log onto SchoolsBuddy. The welcome message can be different for staff, parents and pupils. The possible uses and benefits include:- Often SchoolsBuddy does not c...

Sending Staff, Pupils, and Parents an Activation Email

Sending Staff, Pupils, and Parents an Activation Email in SchoolsBuddy To enable staff, pupils, and parents to set-up a SchoolsBuddy account they must be sent an activation email. To send an activation email as a staff member you must have admin access to your School's SchoolsBuddy (please ...

Sending activation emails to filtered recipients

Sending activation emails to filtered recipients Within SchoolsBuddy, you have the ability to quickly compile a list of people you wish to send an activation email to. You may want to restrict who has, and hasn't been granted to access to Schoolsbuddy during the roll out of the software to tri...

Registering and logging in (Staff)

Registering and logging into SchoolsBuddy (Staff user) As a staff member, you will always be sent an activation email to set-up your SchoolsBuddy staff account. 1. When you have received the activation email from your School, click the link which will be provided in the email. 2. When clicke...

Sending Users a Password Reset Email

Sending Users a Password Reset Email in SchoolsBuddy In order to send a password reset email to users, you must have an admin staff role in SchoolsBuddy. 1. Click the 'Reception' tab then 'Users' from the secondary menu 2. Find the correct user you wish to send a password reset email using the filte...

Granting an external provider a limited staff role

Granting an external provider a limited staff role This action is performed with the Users tab in the Receptions/Registers area. 1. To find the 'Users' tab, click the 'Reception/Registers' tab. 2. Click the 'Users' tab. 3. Click the new blue button which is labelled 'Add External User' 4/5/6. Fill in t...

VIDEO: Discovering SchoolsBuddy (As Parent & Staff Member)

VIDEO: Discovering SchoolsBuddy (As Parent & Staff Member) The below two videos give you an overview of both the 'Admin Staff' and 'Parent' views of SchoolsBuddy. (Approx. total run time for both videos = 30 mins.)

Adding A Stripe Account to your SchoolsBuddy Account

Creating/Connecting a Stripe Account in SchoolsBuddy If you are planning on using Stripe as your School’s payment method, you will need to either create a stripe account or link an existing one. To do this, you must first log into SchoolsBuddy using your associated email and password. This must ...