Quick Start Guide

Start here if you need to get up and running quickly!


Start Your Trial

Click here to start your 30-day trial. No payment information is needed for the trial.


Check Your Email

Once you complete the 30-day trial form, you will receive an email with the link you need to complete your setup.


Complete Your Setup

Setup just requires you to answer a few quick questions about yourself and your school.

Colleagues at Work

Begin Using the Software

Import Your Students

Using the CSV import, you can quickly import your student data file from your existing SIS, or you can use SchoolBanks to quickly create your students.

Start Entering Data

Start entering your fees, obligations or check out devices and books to your students. We can even import this for you if you have it in a spreadsheet or some other database.

Getting Started

If you need help, or just want some one on one attention, click here to schedule a working session with us.

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