Helping families at the desk

Scripts and steps when parents or students visit the office for portal help.

This getting started guide covers school software onboarding for K-12 day schools. Whether you are evaluating cloud school management software or configuring Schoolyi after go-live, you will find practical steps for school ERP go live checklist, migrate from Excel to school ERP - written for administrators and staff, not developers.

Last updated July 24, 2026

Parent at desk - cannot log in

Confirm they use Parent tab at /signin (not Staff).
Verify account exists at /parents - create if missing.
Verify child is linked on parent profile.
Reset password via admin user tools or send magic link if email on file (new enrollments often already sent a welcome magic link).
Walk through child switcher on /parent-dashboard.
Optional: help them Install / Add to Home Screen for the parent PWA shell.

Parent at desk - pay fees

Counter pay: use /fees/collections - give printed receipt.
Online pay: guide to /fees/me?childId=… then /fees/pay-online on their phone.
If payment succeeded but balance wrong: check /fees/payments for duplicate.

Parent at desk - transport or leave

Live bus: open /parent/transport?childId=… during pickup/drop - requires active duty with GPS.
Boarding alerts: confirm email on file and transport_boarding preferences; SMTP must work for email copies.
Leave: /student-leave?childId=…&studentId=… - class teacher approves; operators do not invent attendance marks.
Syllabus tile: /parent/syllabus?childId=… from the parent dashboard.

Student at desk - homework or exams

Homework: confirm assignment visible at /assignments - if not, teacher may not have published.
Hall ticket: check exam publish status; direct to /my-exams when live.
Attendance dispute: class teacher must correct at /attendance - operators do not edit marks.

Common questions

Quick answers in plain language.

What is school software onboarding?+

Scripts and steps when parents or students visit the office for portal help. This is a core topic in Getting started on Schoolyi.

How do I set up helping families at the desk in school management software?+

Follow the steps in this guide during persona playbooks, handbooks, workflows, and go-live checklists. Start with getting-started docs if you are new to Schoolyi, then apply the workflows here for your school year.

How does Schoolyi handle operator helping families?+

Scripts and steps when parents or students visit the office for portal help.

Is there a school software onboarding guide for school administrators?+

Yes. This article is part of the public Getting started documentation at /docs - written for administrators, operators, and IT teams.

Who manages helping families at the desk at a typical K-12 school?+

Usually getting started and front-office staff responsible for school software onboarding. Teachers and finance may have scoped access depending on your role configuration.

Does Schoolyi support school ERP go live checklist?+

Yes. Schoolyi is a cloud school management system (SMS) with connected modules on one student roster and academic calendar. See related guides below or contact us for a demo focused on school software onboarding.