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Getting started with Flexischools
This onboarding guide is designed to set you up for success, as you launch your new Flexischools service at your school.
How to use this guide
This page is organised into 3 simple steps helping you get from announcement, to launch day!
Simply follow these steps below, and be sure to reach out to our team if you need any additional support.
Step 1. Send us any outstanding information
Ensure to check your emails for reminders to send us anything missing from your sign up form. Here's what we need to be able to build your service for you:
Your service menu/catalogue
Ensure that our team has a copy of your menu or product catalogue. This allows us to build out your service, ready to hand over to you!
Your bank verification
We need a verified copy of your bank details in order to deposit payment for your service.
Class lists
You don't need to provide the full list of children in each class, just the class names. Parents will add their children to the correct class when they create their account.
Step 2. Announce Flexischools
Let your school community know that you're launching with Flexischools! We've put together a range of resources, including:
Printable flyers & posters
Newsletter and website content
Social media posts and images
Does someone else take care of parent communications? Send them this link.
Step 3. Learn how to user the Supplier Portal
The below videos are designed to get you up to speed on how to use the Flexischools Supplier Portal.
Supplier Portal basics
Here's what you need to know for day 1
Access the Supplier Portal
This video will help you understand what the Supplier Portal is, and how to access it.
Supplier Portal functionality
We run through some of the common features and functions of the Supplier Portal.
Navigating the parent app
The iOS and Android parent apps are the main way parents will place orders for your service. Here's how it works.
Get to know your Supplier Portal
Take a deeper dive into some of the functions you'll likely be using within the Supplier Portal.
Editing your service
This video will give you an overview of how to find and update your catalogue or menu.
Additional support resource:
Managing your service
Editing your menu/catalogue
Whether it's a simple change, adding option sets, or a complete service refresh, here's how to get it done.
Need some images to make your canteen menu more visually engaging? We've put together some sample images for you. too!
Additional support resource:
How to create and edit menu items
Sample images (.zip)
Managing your orders
In this tutorial, we'll help you understand how to find and manage orders in the Supplier Portal.
Additional support resource:
Managing orders
Running your service with Flexischoools
Maximise your service with these Flexischools features.
Creating a new service
You can create additional services - whether they be one-off or ongoing. Here's how.
Additional support resource:
How do I create a new service?
Refund or cancel an order
Here's how to refund or cancel an order in the Supplier Portal.
Additional support resource:
Cancellations and refunds
Communicating with parents
Did you know you can contact parents via the Flexischools app? Here's how to post in the newsfeed, and how to send a push notification.
Additional support resource:
How do I use the communications feature to send updates to parents?