Guides Overview

Use this section when you want a task-focused walkthrough instead of a module reference page.

Common guides

• Onboard a school
• Admit a student
• Bulk import students from CSV
• End-of-term rollover

When to use guides vs modules

• Use Guides when you need step-by-step operational tasks.
• Use Modules when you need full screen, field, and workflow reference.

Finance guides are intentionally unavailable while the Finance documentation is being rebuilt from verified product truth.