School profile, branding and pupil IDs

Update the school profile

1. 1Step 1. Open Settings → School Settings.
2. 2Step 2. Review the identity, contact and location fields in the general settings.
3. 3Step 3. Correct the name, address, email, phone and other editable fields. Save and confirm the updated values.
4. 4Step 4. Use the appearance or logo settings to upload a supported school logo. Check it on a new document preview.

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Update the school profile

Desktop app view · Example data

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Choose name order and school student IDs

Pupil name order changes how names appear, without changing the stored first, middle and last names. School student IDs let the school keep its own admission numbers alongside system IDs. These settings are shared with School Fees when the apps are connected.

1. 1Step 1. Choose surname first or given names first in Pupil name order, then save.
2. 2Step 2. Open School student IDs and choose whether to use your own IDs, the label and uniqueness setting.
3. 3Step 3. Review the pupil ID rows, edit values or use the supplied CSV workflow. Resolve duplicates before requiring unique values.
4. 4Step 4. Check the saved values on a pupil record. Keep the template’s pupil references and revision values when importing IDs.

Review the other settings tabs

After a policy change, preview a current document and recheck the affected workflow. Do not assume the change rewrites an already issued official copy.

• Grading: maintain scales and class coverage so grades match the school’s policy.
• Report cards: review appearance, fee holds and parent access alongside Signatures & approval.
• Staff check-in: configure the school location and permitted radius if the school uses GPS check-in.
• SMS: review the connection and service settings before sending messages.
• Calendar and attendance: check whether weekends, holidays and breaks should be excluded.