👉 STEP 1: Set Up Your School

☐ Log in to your YIA School Account
☐ Navigate to School Settings
☐ Enter school details (school name, address, contact information)
☐ Confirm licensing details (if applicable)
☐ Set operating hours and school-wide preferences
☐ Save and confirm your school setup

📌 This step creates the foundation for classrooms, staff, and students.

👉 STEP 2: Set Up Your Classrooms

☐ Go to the Classrooms tab
☐ Click Add Classroom
☐ Create classrooms by age group:

  • Infant

  • Toddler

  • Twos

  • Preschool

  • Pre-K

  • Other (as applicable)

☐ Assign classroom names and age ranges
☐ Save each classroom before moving on

📌 Classrooms organize teachers, students, ratios, and learning spaces.

👉 STEP 3: Add Your Students

☐ Navigate to Users → Classrooms
☐ Select the classroom where students will be added
☐ Click Add Student
☐ Enter required student information
☐ (Optional) Add:

  • Parent/guardian information

  • Allergies and medical notes

  • Additional custom fields

☐ Save student profile

📌 You can update student information at any time.

👉 STEP 4: Invite and Assign Teachers

☐ Go to Users → Teachers
☐ Click the Add Teacher button
☐ Enter teacher details and send invitation
☐ Confirm teacher receives activation email
☐ Once activated:

  • Locate the teacher’s name

  • Click the Action button

  • Assign the teacher to the correct classroom

📌 Teachers must be assigned to classrooms to access schedules, students, and tools.

✅ Final Check

☐ School profile completed
☐ All classrooms created
☐ Students added to correct classrooms
☐ Teachers invited, activated, and assigned

🎯 Next Step: Schedule your onboarding call to ensure your school is fully set up and optimized