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Getting Started · Updated Mar 27, 2026

Post-Onboarding Setup Checklist

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Post-Onboarding Setup Checklist

After completing the onboarding wizard, the admin dashboard shows a Get Started banner listing 7 setup tasks. The banner disappears once all tasks are completed.

# Task Where to Complete
1 Upload school logo Admin → Settings
2 Create an office Admin → Offices → Create
3 Add a service Admin → Services → Create
4 Set up counters Admin → Counters → Create
5 Configure schedule Admin → Schedules
6 Add a display screen Admin → Displays → Create
7 Invite staff members Admin → Users → Create

Why Each Step Matters

  • School logo — Appears on QR posters, email notifications, and the queue join page.
  • Office — Required before creating services or counters. Represents a physical service location (e.g., Registrar's Office).
  • Service — What visitors select when joining the queue (e.g., "Enrollment", "Assessment").
  • Counters — Physical windows or desks where staff serve visitors. Staff log in to a counter before operating.
  • Schedule — Controls when the office appears as open to visitors. Without a schedule, visitors will see the office as closed.
  • Display screen — Generates the URL you load on a TV/monitor in the waiting area.
  • Staff members — Counter staff and queue managers need accounts to log in and operate counters.

Tip: You can complete these steps in any order, but the checklist order reflects the logical dependency: offices must exist before services, and services must exist before you can test the queue.


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