Audience: School Admins
Rostering Type: .CSV upload
Option 1: Add a New Summer School Class
You can add a Summer School class without removing your current school year data.
To do this:
Follow the steps in the Refreshing Your Data section of the Self-Serve .CSV Uploader Guide.
Add a new Summer School as a separate class in your upload file.
✅ This keeps your current school year data active while layering in your Summer School setup.
⚠️ No need to freeze schools if you're just adding Summer School as a new class.
Option 2: Replace Current Data with Summer School Data
If you're wrapping up the school year and only want Summer School data in TalkingPoints:
(Recommended) Remove staff from any schools you plan to freeze.
→ Use the Bulk Assign + Remove Roles tool in the school or district product.
→ How to bulk remove staffFreeze any schools that won’t be in session this summer.
→ Do this in the Schools module of your school product.⚠️ Note: Freezing fully removes the school from TalkingPoints. This is not a temporary pause.
Create and upload your Summer School data using standard .CSV upload steps.
✅ Once Summer School is added, staff will be able to message families as usual.
What happens when a school is frozen for .CSV Partners:
District Admins: Can still log in but will also see the warning when trying to access the teacher product.
Staff: A hard freeze is enacted for any select schools. All staff accounts linked to the school are locked. They will see a warning screen if they try to log in.Data: All frozen school data is locked and removed.
Important Notes:
Staff should download reports and messages before the freeze.
Use the Bulk Assign + Remove Roles feature to clean up staff assignments ahead of freezing a school.
Because you're adding Summer School-specific data, your staff will be able to message as normal once the new Summer School is added.