Getting started

For everyone at the school who uses SchoolKeeper.

When you need this

Your first day on SchoolKeeper, or any day you can't sign in, can't find a screen, or need help. It covers signing in, choosing your school, finding your way around the menu, reading the Dashboard and resetting your password.

Steps

Sign in

1. Open the address the school was given, usually app.schoolkeeper.io. The screen says Login to SchoolKeeper.
2. Type your email address where it says Enter your email.
3. Type your password where it says Enter your password. The eye button shows what you typed.
4. Press Login.
   • Don't press Sign Up. It sets up a new school, not a login for a staff member.

Choose your school

5. The next screen says Select a school to continue.... Your school is already chosen if it's your only one. If you work for more than one school, pick the right one from the list.
6. Press Continue.
   • Don't press Create a new school. To start again with a different email, press Go back to login.

Find your way around

The menu down the left side shows only the areas your role can open, so yours may be shorter than this list.

Menu	What it is for
Dashboard	How the school is doing: money billed, money received, expenses
Students	Each student's details, class, parents and balance
Parents	Parents and guardians, and the students they pay for
Fees	The school's fees and their prices
Billing	Invoices, fee structures and billing a whole term at once
Debtors	Who owes the school money, and for how long
Receipts	Payments from parents: record one, send it, refund it
Cash & Bank	The school's bank and cash accounts, and their bank statements
Fiscalisation	Fiscal receipts and the fiscal day, for a school that fiscalises its receipts
Expenses	Money the school spends
Communications	Emails and text messages to parents
Reports	Reports on receipts, debtors, invoices and more
More	Everything else, such as Classes and Statement Runs (sending statements to parents)
Settings	The school's set-up, its staff logins (Team) and what each role can do (Roles)

• Switch school: if you work for more than one school, pick another from the list at the top of the screen.
• Sign out: press the person icon at the top right, then Logout.

Read the Dashboard

7. Press Dashboard in the menu. It's also the first screen after you sign in.
8. The dates at the top right are the period the cards count. They start on the first of this month and end today. Pick other dates to see another period.

The cards, for the dates chosen and in the school's main currency:

Card	What it means
Invoiced	The total of the invoices dated in that period: what the school billed
Outstanding	Invoiced less Received. It is not what parents owe overall: for that, open Debtors
Received	The total of the receipts dated in that period: what parents paid
Net Income	Received less the expenses and refunds dated in that period

Below them, Bank & cash shows what is in each of the school's accounts now, Pending settlement shows money still on its way to the school's account, and Payments is a chart of the money received each day.

Reset a forgotten password

1. On the sign-in screen, next to Forgot Password?, press Reset.
2. Type your email address and press Reset Password.
3. Look in your email for a 6-digit code. It works for 30 minutes.
4. Type the code, then your new password twice: in Enter your new password and in Confirm your new password.
5. Press Reset Password, then OK, and sign in with the new password.
   • Already have a code from earlier? On the first screen press I already have a code.

Change your password while signed in

1. Press the person icon at the top right, then Account.
2. Fill in Current Password, New Password and Confirm Password.
3. Press Save Changes.
   • If your role can't open this page, or Save Changes is missing, sign out and use Reset instead (above).

Get help

1. Press the headset button at the bottom right of any screen. On the sign-in screens it says Need help?.
2. Choose how to reach support: Chat on WhatsApp, the phone number or the email address shown. Signed in, you can also press Report a problem, which tells support which school and screen you were on. When live chat is open you also see Start live chat.

What you should see

• After Continue, the Dashboard, or, if your role doesn't include the Dashboard, the first area your role can open.
• After a password reset, Success and You will now be redirected to login page.

If something goes wrong

• "Username is required" or "Password is required": a box was left empty. Fill it in and press Login again.
• The email or password is refused: check the email is the one the school registered for you, and that Caps Lock is off. Still refused? Reset your password (above).
• "Sorry, we can not login you in at this time." The app can't be reached just now. Wait a minute and try again. If it keeps happening, ask support through Need help?.
• "Your school has been deactivated. Please contact support to reactivate it." Ask the bursar or owner to contact support.
• No code arrived: look in your spam folder. After 30 seconds you can press Resend code. If the email shown is wrong, press Not you? Use a different email.
• "Passwords do not match": the two new passwords differ. Type them again.
• "Access Denied: You do not have permission to access this page." Your role doesn't include that screen. Ask the bursar or owner to change your role (see Staff logins and roles).
• A menu item you need is missing: the same: your role doesn't include it.