Preparing your school's online store before the busy back-to-school season ensures smooth fee collection and reduces registration day lines. Follow this comprehensive checklist every July and August.
Back-to-School Readiness Checklist
Audit Staff User Accounts: Review staff users under Users & Permissions. Deactivate departed personnel and grant administrative access to incoming department chairs and athletic directors.
Update Bank Routing Details: Confirm that your school's payout bank account is active. If your financial institution changed over the summer, submit an updated ACH Authorization Form immediately.
Archive Expired Prior-Year Items: Review last year's products and set end dates on obsolete items (e.g., class of 2026 graduation gear) so they do not clutter the public store.
Set Up Annual Student Fees: Configure recurring annual fees:
Class registration dues and lab fees.
Physical education uniforms and gym locks.
Device insurance and technology protection plans.
Parking permit applications.
Import Student Obligations: If your school tracks unpaid library fines or textbook fees, upload current student obligation spreadsheets to ensure balances reflect when parents log in.
Verify Web Navigation Links: Confirm that your school website's main navigation buttons point to the correct active store URL.