Creating your institution

Creating an institution goes through a 7-step wizard, available from the sign-up page. It takes about 10 minutes.

Step 1 — Institution identity

  • Institution’s trading name.
  • Institution type: Nursery, Primary, Nursery + Primary (shared rural school grouping), Lower secondary, Upper secondary (general), Upper secondary (vocational), Higher education, Independent / Other.
  • Country: the time zone is derived automatically from the country you select (no manual time zone entry at this step).

Step 2 — Official contact details

  • Address (line 1, optional line 2), postal code, city.
  • Default language for the institution.

This information is also used for the KYC verification of your institution (see step 7).

Step 3 — Your plan

Choose the plan that matches your institution’s size (Starter, School, School+, Academy, Enterprise). No commitment — you can change it at any time from the subscription management area.

Step 4 — Administrator account

Create the first administrator account: first name, last name, e-mail, password (minimum 12 characters, with an uppercase letter, a lowercase letter, a digit and a special character), optional phone number. Confirm with Create my account.

Step 5 — Security: two-factor authentication

Two-factor authentication (MFA) is mandatory for every Schoolysoft account, with no exceptions. Scan the QR code shown with an app such as Google Authenticator, 1Password or Authy, then enter the generated 6-digit code to confirm.

This step also displays your recovery codes, which you must save before continuing — see the dedicated article.

Step 6 — Summary

Review your institution’s information and the referent administrator’s details, accept the Terms of Use and Privacy Policy, then confirm.

Step 7 — KYC documents

Upload your institution’s supporting documents (proof of ID for the legal representative, registration certificate / articles of association, proof of institution — PDF, JPG or PNG, 5 MB maximum). These documents let our team validate your institution within 24 to 48 business hours.

Once sign-up is complete, your account is created; full access unlocks after KYC validation and subscription activation.

What this process does NOT include

  • No logo step: the logo is set afterwards, as a simple URL field, under Settings → Institution profile.
  • No academic year step: the academic year (dates, terms) is configured afterwards under Settings → Academic years.
  • No classes or year levels are created automatically — that happens in the initial setup wizard (see the dedicated article) or manually in settings.

Editing after creation

The information from steps 1 and 2 can still be edited under Settings → Institution profile.