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Open Manage School

  • Director
  • Admin
  • Needs: Manage School
  • Phone
  • Desktop
  • Draft

Manage School opens the Edit School screen for the school you are currently viewing. Every school-wide setting lives there, grouped into collapsible sections.

Steps​

  1. Open Account. On a phone, tap the person icon at the top right of My Day or My School. On a computer or tablet, click Account in the sidebar.
  2. Under My School, tap Manage School.
    The Account screen with Manage School under My School
  3. The Edit School screen opens. Tap a section to expand it:
    • Basic Info: name, EIN, phone, contact email, website, time zone
    • Address
    • Operations: capacity, required emergency contacts, benefits %
    • Billing: due dates, invoice delivery, payment methods, fees, accounting
    • School Dates: the Start Date and its overrides
    • School Features: surveys, Autopay Lock, and invoice notices
    The Edit School screen with its six sections
  4. Make your changes, then tap Save Changes at the bottom. The button only appears once something has changed.

Tips​

  • Edit School always edits the school shown under your name on the Account screen. To edit another school, switch schools first. See Switch between schools.
  • Leaving the screen without tapping Save Changes discards your edits.

Troubleshooting​

  • Manage School is missing from Account. You need the Manage School permission. An owner or a user who holds it can turn it on in your staff profile. See Admin Tools permissions.
  • Save Changes is greyed out or missing. A billing field has an invalid value, for example a reminder day outside 0 to 30. Fix the field marked in red.