December 2024
Tuesday 3rd December : Billing Management
In this session, we'll run through the administrative set up of the Billing Management module including creating debtors, automating discounts and posting charges to parents.
This session will cover how to create invoices for charges such as:
- School Fees
- Donations
- Ad-hoc charges
- School Trips through the Events module
Please note: School Lunch preorders and Clubs bookings are not processed through the Billing Management module but do require a Stripe account.
Thursday 5th December : Events
In this session, we will demonstrate how to use the Events module, including creating templates, registering students, managing school trips, and organising a payment plan.
Please note: Events are processed through the Billing Management module and do require a Stripe account.
January 2025
Thursday 23rd January : Canteen Management
In this session we will highlight the process to create and publish your School menus within the Canteen Management module. In addition to adding menu items and setting availability, we will demonstrate how you can add allowances for Free School Meal eligibility, run order reports and check students' Wallet balances*.
*Please note: School lunch preorders by parents and Lunch Registers will have the same configuration but may require parents to top up a Wallet balance. We will run through these options in the session.
Thursday 30th January : Clubs
In this session we will demonstrate how to use the Clubs module including, setting up and managing a club, paying for clubs, and using childcare vouchers.
February 2025
Thursday 6th February : Spring Webinar Series - Introduction to Compass
The first session of the Onboarding Phase of Training for our new schools (current schools also welcome!).
During this Introduction to Compass, we will cover the fundamentals of navigating your Compass portal to set you up for the remaining onboarding training sessions. We will touch on:
- Your Compass Home Page
- Register Marking
- Class Pages
- Student Profile Pages
- Compass Comms
- Support Resources
Registration Coming Soon!
Thursday 13th February : Spring Webinar Series - Admin Essentials Part A
A focus session on the main duties of your Administrative and Office team including logging, monitoring and recording Attendance.
Registration Coming Soon!
Thursday 27th February : Spring Webinar Series - Admin Essentials Part B
The next focus session for Administrative and Office staff for day-to-day tasks including managing records, keeping them up to date and running relevant reports on information.
Registration Coming Soon!
March 2025
Thursday 6th March : Spring Webinar Series - Reporting in Compass
During this session we will demonstrate how to create key reports in:
- Student Profile Pages for individual attendance
- the Attendance Module for detailed Attendance data, emergency reports and unexplained absences
- People Management to export medical details, create customised CSV reports and Census
We will also demonstrate the capabilities of our data and analytics module, Pulse, for viewing and analysing your school data and information
Registration Coming Soon!
Thursday 13th March : Spring Webinar Series - Assessment Management
During this session we will demonstrate how to create key reports in:
- Student Profile Pages for individual attendance
- the Attendance Module for detailed Attendance data, emergency reports and unexplained absences
- People Management to export medical details, create customised CSV reports and Census
We will also demonstrate the capabilities of our data and analytics module, Pulse, for viewing and analysing your school data and information
Registration Coming Soon!