Quick Start Guide

Welcome to SkoolWisely 🎉

SkoolWisely helps your school achieve 100% fee collection while giving parents a simple, flexible way to pay. This guide walks you through everything you need to do to get your school fully set up — step by step, no technical skills needed.

Before You Begin

Make sure you have the following ready:

• Your school's official name and contact details
• A valid email address for the administrator
• A list of the fee types your school charges (e.g., tuition, PTA levy, Uniform)
• Your school's bank account details for receiving payments

Step 1: Create Your School Account

Visit skoolwisely.com and click "Get Started for Free". Select the plan that fits your school size and fill in your school's basic information. Your 14-day free trial starts immediately — no credit card required.

Step 2: Set Up Your School Profile

After logging in, complete your school profile:

1. Go to Settings → School Profile
2. Upload your school logo
3. Enter your school address and contact information
4. Add your bank account details for receiving fee payments
5. Click Save Changes

Step 3: Add Your Staff

Invite your bursar and other administrators so they can access the platform. Go to Settings → Staff Room, click "Add Staff Member", enter their name, phone and email, and assign their role (Administrator, Bursar, etc.). They will receive an email invitation to join.

Step 4: Create Fee Structures

Set up the fees your school charges each term. Navigate to Fee Management → Fee Structures and create entries for each fee type (e.g., Tuition Fee, PTA Levy, Development Levy). You can set different amounts per class level.

Step 5: Add Students & Link Guardians

Import your student list or add them manually under Student Management. For each student, link their parent or guardian's phone number and email so they can receive invoices and payment reminders automatically.

Step 6: Send Your First Invoice

Once students are set up, generate invoices for the current term. Go to Dashboard → Class List, select the class, and click "Generate Invoices". SkoolWisely will automatically notify all linked guardians via SMS and email.

Step 7: Track Payments on Your Dashboard

Your Smart Dashboard gives you a real-time view of fee collection progress — who has paid, who is outstanding, and your school's total revenue for the term. No more manual spreadsheets!