Quick Guide for Back to School

Overview

Rolling over to a new school year requires a bit of planning. We've detailed the following steps to ensure a successful rollover for your office team, staff and families.

Instructions

Why ReachWell?

How to use our project planning tool and launch plan

Archive announcements

Create a Private Staff Group

Delete Non-returning Admins, Import New Admins via CSV

Delete Outdated Groups, Import New Groups via CSV

First Class: Turn on verification prompt to remind contacts to verify

First Class: Remove Contacts and Students from last year

First Class - Clever: Assign Groups to Clever Sections

First Class: How to send a chat

Checking Success with our Reports

For more on preparing for school or term rollover, please visit THIS article!

For additional questions, please reach out to support@reachwellapp.com. We are happy to help!

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