Initial Setup

The Initial Setup Wizard is your first experience as a school administrator on Paideus. It guides you through the basics of your organization — institution type, subjects, students, and teachers — so you can start using the platform.

Note

Completing or skipping the wizard applies to the entire institution, not just your account. If another administrator completes or skips setup, the wizard will not appear again for anyone.

How you reach this page

Initial Setup does not appear in the main navigation menu. You see it automatically when:

• you sign in for the first time as a school administrator, and
• your institution has not yet completed setup.

After completion or skip, you are redirected to the Dashboard and cannot return to the wizard. For pending steps (e.g. adding groups), use the Setup Progress banner on the dashboard.

Overview

The wizard has three stages:

Stage	Purpose
Welcome screen	Choose full setup or skip
4 steps	Organization → Subjects → Fields & Students → Teachers
Completion	Summary and next steps

At the top of each step, a progress line shows Step X of 4 and estimated time (~2–4 minutes per step).

Welcome screen

When you open the wizard, you see two options:

Option	What it does
Full setup (Recommended)	Starts the 4 steps; about 10–12 minutes
Skip	Marks setup as complete and takes you to the Dashboard

Full setup is the recommended choice for new institutions. Skip lets you explore the platform immediately; you can add students, teachers, and groups later from the regular menu.

Step 1: Organization

Step title: "Let's start with your organization"

Fill in your institution's basic details:

Field	Required?	Description
Academic Year	Yes	Select the current year (e.g. 2025–2026)
Institution Type	Yes	Select one or more types (e.g. tutoring center, language school)
Phone	No	Contact details
Email	No
Address	No
Website	No

The Next button is enabled only when you have selected an academic year and at least one institution type.

Tip

At the bottom of the screen, the ← Overview button returns you to the welcome screen without losing data you have already entered.

Step 2: Subjects

Step title: "What you teach here"

In this step you define what you teach and, optionally, how you bill.

Subjects you teach

1. Browse the template library and select subjects that match your institution.
2. Click Copy Selected to add them to your organization.

You must copy at least one subject before proceeding.

Tuition plans (optional)

If you enable Enable financial tracking, you can:

• create tuition plans with a name, monthly amount, and linked subjects,
• use presets (e.g. by grade) that pre-select subjects automatically,
• click Skip billing if you do not want billing now.

Note

Each plan must include at least one subject you have already copied. Confirm Linked subjects before adding.

Step 3: Fields & Students

Step title: "Fields & students"

This step combines custom field setup and adding students.

Import template (checklist)

At the top of the step, a panel "What your file can include" appears:

Capability columns (checked by default):

Column	What it adds
Family	Groups siblings into the same family
Parent details	Shared parent email → automatic family suggestions (includes parent first/last name)
Date of birth	Date of birth column
Phone	Phone column

Suggested fields: select student custom fields to include in the template. If a field does not exist yet, it is created automatically on download. Existing fields appear locked with Already exists as field.

Click Download template (Excel) for a student_import_template.xlsx file with your selected columns and 3 example rows:

1. Maria Papadopoulou — older sibling with student email, shared family and parent
2. Nikos Papadopoulos — younger sibling without email (records-only entry)
3. Eleni Ioannou — adult student with no parent details

Enrichment

Already have a spreadsheet? Upload it as-is — extra columns become fields and existing students are enriched, not duplicated.

Adding students

Below the template panel, choose how to add students:

Method	Description
Import from file	CSV / Excel — ideal for many students
Manually	Add one at a time via form (with custom fields). The parent email cannot be the same as the student's email.

You must register at least one student before proceeding.

Tuition plan assignment

After students are added and if you created plans in the previous step, a Tuition Plan Assignment section appears:

• select students,
• select a plan,
• optionally set a custom amount and start date,
• click Assign.

You see Assigned and Without plan counters.

Note

You can link parents later from each student's profile. For students under 14, linking a parent is required.

Step 4: Teachers

Step title: "Your team"

Add your teachers — they will receive an invite email to join the system.

Method	Description
Import from file	CSV / Excel
Quick Add	First name, last name, email — one at a time

This step is optional. You can click Skip at the bottom of the screen and proceed to completion without adding teachers.

Tip

You can return to previous steps by clicking the circles with ✓ in the progress bar (Organization, Subjects, Fields & Students).

Navigation in the wizard

At the bottom of each step there is an action bar:

Button	What it does
← Overview (step 1 only)	Return to the welcome screen
Previous	Go to the previous step
Skip (step 4 only)	Skip adding teachers
Next	Save and go to the next step
Finish (last step)	Go to the completion screen

Next is disabled when required fields for the current step are not filled.

Completion

When you finish all 4 steps (or skip teachers), the "All set!" screen appears with a summary:

Item	What it shows
Subjects	How many subjects you copied
Tuition plans	How many plans you created
Students	Total and how many have a plan
Teachers	How many teachers were added

Additionally:

• First charges: notice that first charges will be created on the 1st of the next month (if you enabled financial tracking).
• myDATA: warning to configure myDATA if you issue receipts in Greece.

Next steps

From the completion screen you can:

Action	What it does
View your students' financials	Go to Financials
Create your first class sections	Go to Groups
Start guided tour	Guided tour of the dashboard
Go to Dashboard	Go to the Dashboard

Note

Groups are not created inside the setup wizard. After completion, create groups from the completion screen, from the dashboard (Create → New group), or from the Groups menu.

Relationship to the Dashboard

After completing or skipping the wizard, the Dashboard continues to help you:

Dashboard element	Purpose
Setup Progress	Reminder of pending steps with links to Settings, Teachers, Students, Groups

The banner hides when all steps are complete or when the institution setup is officially complete. You can dismiss it manually — dismissal is saved in your browser.

For details about the dashboard, see Dashboard.