Step 1: Use the Global Search Bar
At the top-right corner of the Homeroom interface, locate the Search For bar.
This bar allows you to search for specific participants in your account, as well as search for specific activities within your Homeroom account.
Step 2: Find Your School’s Registration Page
On the left side of the screen, locate the Find Your School control.
Use this dropdown to search for and select your school, which will take you to your school’s registration page.
Step 3: Explore the Left Navigation and Schedule
Further to the left, review the main left navigation section under School.
Select Schedule to view all activities scheduled for the current week.
Use the navigation controls to move to the next week and view activities for any specific week.
Step 4: Configure Your Season and Activities
Open the Season section in the left navigation.
Use this area to perform most of your setup work, including:
Building out your season
Creating registration questions
Setting up discounts and messages
Defining season details
Creating all of your activities
Step 5: Review Enrollments
Go to the Enrollments section to see a complete list of all enrolled students.
Use the built-in reporting views to review enrollments by:
Activity
Classroom
Dismissal
Session
You can download these reports as CSV or PDF files.
Step 6: Monitor Attendance
Open the Attendance section to view attendance for a particular day.
By default, the page displays the current day, but you can navigate to any other date as needed.
For the selected date, you will see a complete list of all students who should be on campus that day.
Step 7: Manage Participants and Contacts
Select the Participants section to see all participants associated with your school.
From here, you can also view and manage each participant’s associated contacts.
Step 8: Work with Outside Providers
If your school partners with outside providers, use the relevant section in the left navigation to add those providers.
After adding them, return to the Season tab; when creating activities, you will be able to send requests to these outside providers to participate in your season.
Step 9: Check Messages and Financial Reports
Open Inbox to view any messages that have been sent through Homeroom.
Then go to the Reports tab to access your financial reporting.
Use the Activities Overview to see summary financial information, and the Transactions tab to see a detailed breakdown of every individual transaction in your Homeroom account.
Step 10: Configure Account Setup and Payments
Navigate to the Setup section to manage key background configuration for your Homeroom account, including:
Listing classroom teachers and grades
Connecting to Stripe
Choosing which payment methods to accept
Creating system-wide discounts
Adding additional team members to your account
Step 11: Understand the Provider Section vs. Season
If your organization is acting as a provider and collecting funds for some activities, you may see a Provider section in your account.
In most cases, you will not need to work extensively in this area.
Note that the Activities option under Provider is not where you should build your school activities.
Instead, always create your season and build your activities from the Season tab under the School section.
