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Complete these stages in order. Each stage links to the detailed instructions you need at that point.
1

Confirm the school basics

Check the school name in the workspace selector. Review workspace settings, add school branding, and leave optional capabilities off until you are ready to test them.
2

Set the calendar

Add the term structure, then configure periods and bell times. Planning pages depend on these dates and teaching periods.
3

Bring in school data

Connect LISS when available. Then review learners, Support Staff and Teachers. Use CSV imports for reviewed bulk changes when needed.
4

Give people access

Follow Users and access to invite other coordinators, link Support Staff accounts and prepare Teacher portal access.
5

Plan, test and launch

Create a sample allocation in the Timetable Builder. Test one Staff portal account, one Teacher portal account and one daily support change before rolling out more broadly.

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Readiness checklist

  • Terms and teaching periods are correct.
  • Learners, Support Staff and Teachers have been checked.
  • The right people can access the right portal.
  • A sample planned allocation appears correctly.
  • A daily change can be saved and sent successfully.
Stop after any stage that does not reconcile with your source data. Fixing it before timetable planning prevents repeated corrections later.