Getting started
Initial setup
Step-by-step rollout order for a new school: academic spine first, then people, then operations.
Getting started guide for day and boarding schools.
Last updated July 24, 2026
A successful rollout configures shared foundations before module-specific data. Skipping the academic spine causes downstream issues in attendance counts, fee due dates, and exam scheduling. Keep the header Docs icon → /docs open for the go-live checklist while you configure.
Recommended setup sequence
Phase checklist
| Phase | Key screens | Outcome |
|---|---|---|
| 1 - Identity | /settings/school-info, /users, /roles | Active school profile, admin users, role templates |
| 2 - Academic spine | /academic-system, /academic-year, /holiday-master | Current year, terms, working days defined |
| 3 - Structure | /classes, /subjects, /classrooms | Grade sections and subject catalog ready |
| 4 - People | /school-staff, /students, /parents | Roster linked; later enrollments can auto-invite parent portals |
| 5 - Schedule | /timetable, /teachers/assignments | Published timetable for current term |
| 6 - Money & intake | /fees/fee-types, /admissions/cycles | Fee structures and admission cycle live |
| 7 - Ops polish | /settings/email-test, /activity-log, cron script | SMTP proven; SIEM export available; daily cron wired |
Common questions
Quick answers in plain language.
What is school management system setup guide?+
Step-by-step rollout order for a new school: academic spine first, then people, then operations. This is a core topic in Getting started on Schoolyi.
How do I set up initial setup 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.
Who manages initial setup at a typical K-12 school?+
Usually getting started and front-office staff responsible for school management system setup guide. Teachers and finance may have scoped access depending on your role configuration.
Does Schoolyi support initial school ERP configuration?+
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 management system setup guide.
Related searches
School leaders and IT teams often search for: initial school ERP configuration, and academic year setup.