Getting-started guided tour (the 6 steps of the Home module)

When you log in for the first time on a blank account, the Home module offers a six-step checklist — each step ticked automatically when its precondition is met (green ✓) or marked as blocking (red ✗) while nothing has been entered yet.

The steps follow a strongly recommended logical order, but you can always skip a step and come back to it later. At one point or another, a missing piece of data will force you to retrace your steps.

This help page walks through the same sequence, step by step; a clickable guided tour recaps it at the end of the page.

Overview — welcome message

Organization tip: the Home module hides itself automatically as soon as your first timetable is published. While it is visible, it is your compass. The display the configuration steps link brings it back if needed after publication:

Step 1 — Enter the users

Action:

• Input teachers (required — red cross while no teacher has been created)
• Input students (optional — no red cross, just a circle if not filled in)

See Inviting and activating your users for the details (single creation vs mass import, email invitations, initial passwords, mass operations).

Step 2 — Fill in the settings

Action: Specify settings

See General settings. The first things to adapt: class levels, availability mode, first day of the week (for countries whose week starts on Sunday), identifier syntax. Most of the other values are pre-filled for your country.

Step 3 — Create a first school year

Action: Create your first school year

See School year and holidays. Give it a name ("2025-2026"), start and end dates, and import the pre-filled holidays for your country if offered.

This is the step that unlocks access to publication in the timetable management module.

Step 4 — Create the custom subjects (optional)

Action: Create custom subjects

See Managing subjects. The database of common subjects per country is already pre-filled; here you only create the subjects specific to your school that are not in the database.

Step 5 — Create (then configure) a timetable

Step 5 has two variants depending on the account's state:

5a — While no timetable exists yet

Action: Create a timetable

Click Create timetable in the Timetable management module. If your account offers several modes, choose the timetable mode (weekly, cyclic, calendar).

5b — Once the timetable is created, while it is being configured

Action: Resume timetable configuration

Work through the timetable's tabs from left to right: General → Sites → Teachers → Classes → Alignments → Hours distribution → Generation.

Step 6 — Distribute (publish) the timetable

Action: Manage timetables

See Publishing (activating) a timetable. This is the step most often forgotten: until the timetable is distributed over the weeks of the school year, it remains a draft invisible to end users. Publication is required for the everyday-use modules (viewing, dashboards, absences) to be fully operational. It also activates any real-time exports to the outside of the application: iCal, connected external software, etc.

What comes next

Once the checklist is green from end to end, with a timetable fully configured and published:

• Assign the students to their classes / groups (see Inviting and activating your users).
• Invite the users by email (Invite user).
• Set up the display panels on the premises (see Display panels).
• Set up the iCal subscriptions of teachers and students (see iCal).
• Test student access from a test account.
• Configure the integrations (school-life software, ERP…) if applicable (see Integrations overview).