Help for staff

Finding a family

Search for a family by the family name, any parent's name, email or phone, or a child's name.

The family page

What each section of a family's page shows, and what you can change there.

Enrolment enquiries

Work through new enquiries, add one from a phone call, and turn an enquiry into a family.

Your enrolment form's questions

Choose which questions your public enrolment form asks, which are required, and add questions of your own.

Tutoring families, approvals and invite codes

Approve families who say they take tutoring with your centre, and make single-use invite codes that verify a family when they sign up.

Importing families and tutors from Teachworks

Bring your active families, students and tutors across from your own Teachworks account, with a preview first.

Importing from a spreadsheet

Create students, parents and tutors in bulk from a CSV file, or enrol whole families with Quick enrol.

Closing a child's account

Stop a student signing in, without deleting anything they did, and open the account again later if needed.

Moving every student up a year

Once a year, move every student up a school year in one go, with a preview, students who are repeating left alone, and an undo.

Family upgrades

What a tutoring family gets included, how to price extras, and how to add an upgrade to a family.

Custom fields and second contacts

Keep your own details on families, students and tutors, such as a pickup contact or a medical plan, and record a second parent or carer.

The tasks board

Share follow-ups with the office: give a task to a person or a role, set a due date, link it to a family and comment on it.

A student's own mobile and email

Keep a student's own mobile and email for emergency and operational notices only.

Tags and groups

Make your own labels for families and students, filter lists by them, save groups, and use them to choose who a Broadcast reaches.

Online enrolment agreements

Write the terms and consents families sign when they enrol, see who has signed, and print a signed copy.

Files on families, students and tutors

Attach signed forms, medical plans and reports to a family, a student or a tutor, and control who can open them.