Switching payments provider?
Switching to SchoolMoney can be as simple as following these three easy steps.
Are you getting the most from your school payment system?
We’re working with schools to make life in the school office easier. Using a payment provider can help immensely, saving time in the office taking cash, banking cheques and much more. But choosing the right provider for your school is essential to get the maximum benefits from going cashless.
Are you getting the most from your system? Switching provider is easy when you find the right fit. Here are the three steps we follow to keep things simple.
1. Moving balances
We completely remove the admin burden and move all your existing data.
We’ll provide a handy CSV template for you to collate all parental balances to be transferred to SchoolMoney. Here, the list can simply be populated by the school with all credits and debts from their current system. We will then use the spreadsheet to create new accounts, where parents keep the same credits or arrears but with the new SchoolMoney system.
2. Training and setup
Our highly rated training and onboarding service gets you up to speed in no time.
All school staff are then trained remotely by our committed team. Meanwhile, we’ll set up a link with your MIS to transfer contact information for parents. Where required, this will include all school trips, school dinner registers and a school shop for you.
3. Launch time!
We support you to get your parents’ up and running.
We provide a letter template that you can send to parents if you’d like, which can be adapted to suit your school’s message. We’ll also send a text and an email to each parent to let them know the exciting news! Parents don’t even need to register or create an account; we’ll get this all from the database.
How can we help you?
Whatever your question, we’re here to help. Book a demo with our sales team to find out more about any of our other products.
Call us on 0207 237 8456
