Guides for using your dashboard
Operational how-to articles for school admins. Updated as we learn what gets asked.
Start here
Getting started
Your first week as a Swiss Private Schools admin
What to do day 1, day 3, end of week 1 — the order that gets you from invitation to live without wasted effort.
8 min read
Getting started
Pre-launch checklist
The 12 things every school finishes before going live — what they are, why they matter, and how to verify each.
6 min read
Getting started
Building a school profile that converts
The 15-item profile completion checklist, the fee disclosure trade-off, photo strategy, trust badges, and tier-specific advice on where to invest.
8 min read
Bookings & tours
Playbook: Running an open house
A 6-week calendar from event creation through 2-week follow-up. The platform features to use at each stage, and the moves that turn attendees into applications.
8 min read
Admissions
Building your admission application form
How to design questions, group them into steps, use templates, and translate your form across four languages.
7 min read
Admissions
Playbook: Launching admissions season
A 10-week calendar from announcement through decision letters. What to do, what to send through the platform, and how to use the cohort dashboard to track progress.
9 min read
Admissions
Playbook: Year-end board report
A 4-section structure for a board pack the head can present in 20 minutes, how to compile each section from platform exports, and what to track outside the platform.
9 min read
Recently updated
- 7 min read
Setting up notifications
The 17+ notification types, the two-layer school + per-member preferences model, per-channel control (in-app vs email), and per-type email routing to dedicated mailboxes.
- 7 min read
Understanding your dashboard analytics
What each metric means, what a healthy baseline looks like, and when the numbers should prompt action.
- 6 min read
Inviting your team and managing roles
The five roles, what each can do, the invitation flow, and the operational gotchas (orphaned inquiries, ownership transfer).
- 6 min read
Family CRM basics
How inquiries, conversations, families, and bookings fit together — and how to keep your pipeline clean.
- 7 min read
Customizing your inquiry form
The 5 question types, the 4-question cap and why it exists, reorder + translate + duplicate mechanics, and the honest list of what the form can't do.
- 7 min read
Bookings and the tour calendar
How to set up tour availability, what families see, the booking lifecycle, and the operational rules that keep your calendar clean.
Can't find what you need? Email admin