PREPARE & SUBMIT ROSTER: We recommend you submit student information using our roster upload tool. Our team will then import all your information for you.
- NOTE: When filling out the roster template, we suggest adding at minimum the student's first and last name, room assignment, parent first and last name and either the parent's mobile number or email address.
- If you choose, you can also add student and parent directly on your own. Add Student Information.
PURCHASE DEVICES: Brightwheel works with all Android and iOS phones and tablets. See our list of recommended compatible devices here.
DOWNLOAD THE APP: Make sure you install the brightwheel app and login before your onboarding session.
VIEW STAFF TRAINING: Watch the staff training video in advance. It gives a great overview of the mobile app experience and navigation.
ACTIVATE BILLING TOOL: Enter your deposit account information to get started on the brightwheel billing and invoicing tool. To do so enter your information under Activate Account in the Billing tab. Check out our Billing Getting Started video here.
ATTEND YOUR SESSION: Make sure to mark your calendar with your assigned session, and contact us if you need to schedule or change your appointment. We strongly advise that you bring several people to your onboarding session, including at least one additional staff member. Have each person watch the video above.
Interested in a personalized onboarding with brightwheel’s customer team? Onboarding is available to all Premium customers, please Contact Us.