Implementation — How Onboarding Works | Schoolise
Platform — Implementation

Changing school management software doesn’t have to be difficult

Moving to a new platform is one of the most common worries we hear — so implementation at Schoolise is a guided process, not something your organisation figures out alone. Every organisation is different, and the pathway below adjusts to fit yours.

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The process

Seven stages, from first conversation to go-live

Discovery

We start by understanding your organisation’s structure — sites, departments, academic year, and how you currently run day to day.

Organisation structureCurrent systemsRequirements

Configuration

Academic years, terms, courses, classes and departments are set up to match your organisation, along with roles, permissions, email and branding.

Academic yearsTermsCoursesClassesDepartmentsRoles & permissionsEmailBranding

Data Migration

Existing records are brought into Schoolise — students, staff, parents, courses and classes, along with historical records where applicable.

StudentsStaffParentsCourses & classesHistorical records

Training

Administrators, teachers and parents each get training suited to how they’ll actually use the platform.

Administrator trainingTeacher trainingParent guidance

Testing

A full organisation review before go-live, checking that structure, data and permissions are all correct.

Organisation review

Go Live

Launch, against a checklist that confirms everything’s ready — not a leap of faith.

Launch checklist

Support

Ongoing support after launch, including a knowledge base, regular updates, and direct support when you need it.

Knowledge baseUpdatesEmail support
Onboarding options

Three ways to get started

Every organisation is different — choose the level of support that fits how you’d rather get set up.

Self Service

Self Service

Ideal for smaller tutoring centres and organisations comfortable configuring the platform themselves.

  • Guided in-platform setup checklist
  • Knowledge base and documentation
  • Email support if you get stuck
Most common

Guided Onboarding

Remote setup sessions with a Schoolise specialist, working through configuration together.

  • Structured setup sessions
  • Configuration support from a specialist
  • Administrator and teacher training included
Larger organisations

Managed Implementation

Full migration, configuration and deployment, for larger or multi-site organisations.

  • End-to-end data migration
  • Full configuration handled for you
  • Dedicated support through go-live
Go live

A checklist, not a leap of faith

Launch happens once everything on this list is confirmed — not before.

Organisation structure configured and reviewed
Data migrated and verified
Staff and administrators trained
Parent guidance sent out
Support channels confirmed
Explore further

Before you get started

Core Platform

What’s included before you add optional packages.

Product Tour

See what a realistic day in Schoolise actually looks like.

Pricing

Estimate your subscription, including onboarding.
Questions

Frequently asked questions

It depends on your organisation’s size and which onboarding option you choose — a small tutoring centre on Self Service moves faster than a multi-site trust on Managed Implementation. We’ll give you a realistic timeline during Discovery.
Yes, where applicable — historical records are part of the Data Migration stage, alongside current students, staff, parents, courses and classes.
Parents get guidance rather than formal training — simple materials to help them use the parent portal from day one.
Go-live only happens once the launch checklist is complete — if something’s not ready, the date moves rather than launching with gaps.
Yes — if Self Service turns out to need more support than expected, it’s straightforward to move to Guided Onboarding.

Let’s talk about your implementation

Book a demo, or get in touch to discuss the right onboarding path for your organisation.

Book a demo Discuss your implementation