The first screen and what it counts
Which of the three home screens you get, what each tile is really counting, what the worklist leaves out, and what a row does when you press it.
Written for school owners and admins, managers, front desk, coaches
Signing in lands everyone at the same address, where three different screens live. Which one you get is decided by what your account may open, not by your job title: whoever may view payments gets the school overview, everyone else gets the teaching day, and a staff member who has switched to the family view gets the family portal. The three coloured tiles under the numbers only open other pages: “Register student”, “Scan attendance”, “Renewals”.
What the tiles count
- “Active students”: children on a live, active subscription. Not everyone on a roster, and not a subscription still pending. The count of new profiles beneath it starts from the 1st of the month, so it restarts each month.
- “Medical attention”: children whose newest certificate on file has expired or expires within 30 days. A child who never handed one in is not counted at all, and those 30 days are fixed here: the school's own warning window moves the coach's list and the reminder messages, not this tile.
- “Outstanding balances”: the total money owed, with how many families owe it beneath. It covers active, frozen and pending subscriptions, spots held on a priced event and shop items taken on account, and never a subscription that has already ended. Clicking it scrolls to the worklist below.
- “Unpaid products”: shop items taken on account and not yet paid in full, with how many are past the 7 days they have to be paid and how old the oldest is. It turns red once any is overdue, and clicking it opens the worklist on “Products”.
- “Active freezes”: holds nobody has lifted and whose end date has not passed, open-ended ones included. Like “Active students”, it opens its own page.
- “Monthly revenue”: payments marked as received, so cash written down at the desk counts and a waived balance never does. Its comparison line measures this month so far against all of last month, so it looks worst on the 2nd and is fair only on the last day.
What the worklist leaves out
“Payments needing attention” has three columns: “Failed & overdue”, “Open · not overdue yet” and “Upcoming cash to collect”. The number on each is the true total while at most 12 rows are drawn beneath it. Frozen subscriptions are kept out of the rows on purpose although their money still counts in the balances tile, and a subscription that has ended is in neither. “Attending without a subscription” is the opposite problem: children on a roster no subscription covers, who owe nothing because nothing was ever sold to them, which is exactly why no money screen finds them.
The teaching day
Anyone who cannot open payments gets the teaching day instead, narrowed to their own classes. “Today's classes” follows the school's timezone rather than the server's, and reads “Not marked yet” until somebody on it is marked. “Registers to catch up on” looks seven days back, and only a mark made by a person clears a day, so a register the overnight job filled with absences stays on the list. “Needs attention” gathers students at or past the school's consecutive-absence limit and certificates about to expire, but only while they are still in date: the day one expires the child drops off this list, while the tile above goes on counting them.
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