First Run Checklist

Follow these steps in order the first time you log in. Each step takes 2–5 minutes.

Don't have an account yet?

1. Set up your student types

Student types define the groups in your club — e.g. Juniors, Teens, Adults, Snakes & Cranes.

Go to Admin → Curriculum Library and tap the gear icon ⚙ in the student type pills row. Add one type for each group you teach. You can always add more later.

For each type, set the Student of the Week toggle on if you want SOW comms suggestions generated for students in that group.

2. Add your classes

Go to Admin → Manage Classes → Add Class. For each class you need:

Class name — e.g. Tuesday Adults 7pm
Student type — which group attends
Day and time
Duration in minutes
Location — e.g. Main Hall

tip

If you have 10+ classes, use the CSV import instead — it creates classes and enrols students in one go.

3. Add your students

Either:

CSV import (recommended for 5+ students) — see Import Students
Manual — go to People → + button → Add Student

4. Enrol students in classes

If you added students manually, open each student's profile and add their class enrolments. Imported students are enrolled automatically.

5. Add your staff

Go to People → Staff tab → + button. For each staff member you need their name, role (Coach or Leader), and hourly rate.

6. Assign staff to classes

Open each staff member's profile and add the classes they teach.

7. Set up communications

See Comms Setup to configure email and SMS.

8. Take your first register

Tap a class card on the home screen. The register shows all enrolled students — tap a name to mark them present.

You're ready. The platform will start building attendance history from your first register.

1. Set up your student types​

2. Add your classes​

3. Add your students​

4. Enrol students in classes​

5. Add your staff​

6. Assign staff to classes​

7. Set up communications​

8. Take your first register​