Configuration

Configuring Your School on SkoolWisely

After setting up your account, you can configure SkoolWisely to match how your school operates. This includes your school information, fee structures, notification preferences, and payment settings. All configuration is done from the Settings section of your dashboard.

1. School Profile Settings

Your school profile is the first thing to complete. Go to Settings → School Profile and fill in:

• School Name: Your official registered school name
• School Logo: Upload your logo (PNG or JPG, recommended 200×200px)
• Address: Your school's physical address
• Phone Number: Official contact number
• Email Address: School's official email
• School Type: Primary, Secondary, or both

2. Academic Session & Term Setup

SkoolWisely organises fee collection by academic session and term. Before generating any invoices, set up your current academic calendar:

1. Go to Settings → Academic Year
2. Select the current session (e.g., 2025/2026)
3. Select a term: First Term, Second Term, or Third Term
4. Set the start and end dates for the term
5. Mark the current term as Active

3. Class & Level Configuration

Add all the classes in your school so students can be assigned correctly. Navigate to Class Structures → Classes and create each class (e.g., JSS 1, JSS 2, SS 1, Primary 1, etc.). You need to group them by level — Primary, Junior Secondary, or Senior Secondary by creating Sections first.

4. Fee Structure Configuration

This is one of the most important configurations. Under Fee Management → Fee Structures, define every type of fee your school charges:

• Tuition Fee
• PTA Levy
• Development Levy
• Uniform / Books
• Exam Fee
• Any other custom fees

You can set different amounts per class level, so a Primary 1 student and an SS 3 student can have different fee totals.

5. Payment Settings

Configure how your school receives payments. Go to Settings → Payment Settings and provide your school's bank details. SkoolWisely partners with trusted Nigerian financial institutions to ensure payments are received securely.

6. Installment Payment Options

You can allow parents to pay fees in installments rather than a lump sum. This is automatically available without any need for further configuration:

Enabling installments reduces the number of parents who struggle to pay at once, which increases your overall collection rate.

7. Notification & Reminder Settings

SkoolWisely can automatically remind parents about unpaid invoices. Go to Settings → Notifications to configure:

• SMS Reminders: Automatically sent to parents with unpaid fees (available on Standard and Premium plans)
• Email Reminders: Available on all plans
• Reminder Frequency: Choose how often reminders are sent (e.g., weekly, biweekly)
• Reminder Message: Customise the message parents receive

8. Staff Roles & Permissions

Control what each staff member can see and do within SkoolWisely. Go to Settings → Staff Room. Available roles include:

• Administrator: Full access to all settings and reports
• Bursar: Access to fee management and payment records
• Teacher: Limited access — can view student lists

9. Branding & Custom Reports (Premium)

Schools on the Premium plan can enable custom branding — your invoices and receipts will carry your school's colours and logo without any SkoolWisely branding. You can also create custom report templates tailored to your school's needs.

Configuration Checklist

Use this checklist to make sure your school is fully configured before going live:

• School profile completed
• Academic session and terms created
• Classes and levels added
• Fee structures defined for each class
• Bank account linked for payments
• Installment options configured (optional)
• SMS and email notifications enabled
• Staff invited and roles assigned
• Students added and guardians linked