2️⃣Account Building
After your Kick-off Call with your Implementation Manager, we will send an email detailing the information required to build your SchoolsBuddy site and set up any integrations.
Once your site is created, we will invite you to book your first training call. Prior to the call, we request that you complete the Pre-Training tasks.
In this step, we ask that you provide us with the necessary details to help build your SchoolsBuddy Site. Please complete this SchoolsBuddy Onboarding Form and submit it to us at your earliest convenience.
This form collects essential information required for site creation. Ensure you attach a high-quality, transparent version of your school logo.
In this step, we will need your Management Information System (MIS) or Student Information System (SIS) data integrated with SchoolsBuddy before we can begin SchoolsBuddy implementation. If your school does not use an MIS/SIS then we can do a manual CSV import.
Depending on your specific MIS/SIS, you'll receive detailed instructions on the email.
See our help article to understand more regarding how SchoolsBuddy processes data.
Single Sign-On (SSO) enables seamless access and authentication across multiple key services using a single account. SchoolsBuddy currently supports SSO via ManageBac, Google, Microsoft Office 365, Azure AD, Firefly, iSAMS, and any provider compatible with OpenID Connect. See our help article for more information.
If you wish to enable SSO for your SchoolsBuddy account, please specify your preference on the SchoolsBuddy Onboarding Form.
If your package includes the SchoolsBuddy Fees module, you can apply for an account with one of our approved payment provider partners. The available provider depends on your location:
Reddot
SchoolsBuddy does not directly handle merchant account or contract sign-ups; however, we can assist by introducing you to our payment partners if needed.
Once your merchant account is set up, we will complete the final integration process and guide you through conducting a test payment. After confirming the payment in your payment provider’s portal, you can begin accepting payments from parents.
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