Back-to-School Readiness Overview
Each summer and early autumn, school finance teams prepare their online store catalogs, student rosters, and bank depository profiles for the influx of back-to-school fee payments. Following this structured checklist ensures an error-free opening of school in Edlio Payments (OSP).
đĄ Best-Practice Adoption Tip: Before opening your school store for the new school year, audit your Products list and retire past-year items by setting their End Date to June 30. Clean catalogs prevent parents from mistakenly purchasing outdated athletic insurance or prior-year gym uniforms.
Phase 1: Catalog & Product Audit
Archive Past Activities: Uncheck Active or set past end dates on expired graduation fees, dance tickets, and past club dues.
Update Prices & Descriptions: Review standard annual fees (e.g., student agendas, locker rentals, parking permits, lab fees) and update pricing or required forms.
Configure Categories: Ensure store departments under Setup > OSP Category reflect current academic, arts, and athletic programs.
Phase 2: Roster & Staff Setup
Import Student Records: Upload your active student roster under Import/Export > Students Import to ensure student IDs validate during fee checkout.
Assign Teachers & Sponsors: Update staff lists in Setup > School Teacher and Assign Teacher to School so daily activity notifications route to the correct educators.
Stage Annual Obligations: Bulk-import grade-level dues, senior fees, or technology insurance via Import/Export > Obligations Import.
Phase 3: Storefront & Website Launch
Verify Direct Links: Place direct purchase buttons and category links on your Edlio CMS website homepage and parent navigation menus.
Verify ACH Banking: Check Statements to confirm your depository account is verified and ready to receive electronic disbursements.
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