Documentation

From the School Management page, you can create and modify the specific settings of each school for a customized configuration. Create a new school 1. Click the...

How to Increase the Number of Students on a License

Below you will find a step-by-step guide on how to update a license by increasing the number of students in easy.school: 1. Log in with the Main Account Log in ...

How to Purchase a License

To purchase a license, follow these steps: Access and Navigation 1. Log in to the app with your main account. 2. Go to Management of Schools: If you are already...

Preferences Page in Management of Schools

The Preferences page allows you to customize some settings for your domain and data management. Here are the available options: Available Settings 1. Custom Log...

Where to Find the Invoice and Courtesy PDF of the Easy.School License

After purchasing a license, the invoice will be issued based on the information you entered on the "License" page. Here’s where to find it: Invoice Format 1. El...

Coordinator

Guides for using the coordinator section

Adding a family member, what to do if the email has already been used

If during the creation of a family member's profile the system indicates that the email has already been used, it means there is already a family profile associ...

Create a Student Profile

Here is a detailed guide on how to create a student profile in easy.school, step by step: Accessing the Student Profile Creation Feature The coordinator can acc...

Guides in Progress

The guides are in progress, we will add new ones every day. If you can't find what you're looking for, contact us and we will guide you step by step. Thank you ...

How to add a dish to the list of dishes

This guide explains how to populate the list of dishes and manage any modifications or deletions. Add a dish from the coordinator area 1. Log in as a coordinato...

How to Add Custom Fields to Student, Family, or Staff Profiles

Access the custom fields settings Log in with the coordinator account and enter the desired school. From the menu, select “Settings” and then “Custom Fields” . ...

How to change a student's section

There are two methods to change a student's section, depending on your needs: Method 1: Change section from the student card This is the simplest and fastest me...

How to Create a New Section

To create a new section, follow one of the two paths: Navigate to the “Sections” menu on the left and select “Sections List” . Click on the “+” icon next to the...

How to create a seasonal menu and what it is for

What is a seasonal menu for The seasonal menu has two main functions: Inform parents: It allows parents to view the meals planned for their children's future da...

How to create a weekly menu

This guide explains how to create a weekly menu, which can be used as a basis for creating seasonal menus. Create a new weekly menu 1. Log in as a coordinator t...

How to create or modify the activity list

To customize your activities, log in with the Coordinator account, go to "Management PlessI" and then click on "Settings" in the light blue sidebar menu on the ...

How to create reports based on student or family records

Here’s how to create a custom report in Excel format using data from the student or family records: 1. Access the reports menu In the side menu, select Students...

How to Customize Access Permissions for Family Members or Staff

You can customize access permissions for family members and staff, limiting access to certain parts of the software. By default, permissions are set to full, bu...

How to Customize the Terms Used for Children's Needs

Every facility can use custom terms to describe the characteristics of a child's need. Here's how to do it: Log in as Coordinator Log in to the Coordinator acco...

How to delete old photos and videos

To delete old photos and videos and free up space, follow these steps: Log in as Coordinator Log into the account as a Coordinator and go to Manage Facility . N...

How to disable or delete a personal card

To disable or delete a card for an employee or collaborator, follow these steps: 1. Access the management system Log in as a coordinator and enter the desired l...

How to disable or delete a student

When a student completes their studies or decides to change institution, you can choose between two actions: disable the student or delete them. Difference betw...

How to insert the list of supplies to request

Through Easy, it is possible to request necessary materials from family members, such as changes, diapers, towels, or other similar items, through the applicati...

How to resend credentials to a family member

If you need to resend the credentials to a family member, you must create new ones, as the passwords in the database are encrypted and it is impossible to know ...

How to Share a File with All Family Members of the School

If you want to share documents with all family members of a school (for example, regulations, forms to be signed, or any other file that should always be availa...

How to Sort Lists from Browser

In the new version of Easy, it is possible to sort alphabetically or chronologically most of the lists available in the management system. This feature is avail...

How to use the attendance register as a coordinator

How to use the attendance register as a coordinator The attendance register allows the coordinator to monitor all attendances recorded by educators or family me...

How to Use the Consumables Register

Below is a detailed guide on how to use the consumables register in easy.school to effectively monitor student consumables. 1. Accessing the Consumables Registe...

How to use the pre-registration function

How to use the pre-registration function The pre-registration function is designed to allow family members to pre-register students not yet registered within th...

How to Use the Questionnaire

Below you will find a detailed and structured guide on how to use the Questionnaire in easy.school, dedicated to coordinators. This guide summarizes the necessa...

How to view a disabled educator

To view the profile of a disabled employee or collaborator, follow these steps: 1. Access the management system Log in with the coordinator account and enter th...

The Bulletin Board Accessing as Coordinator

Accessing a campus with a coordinator account, you will first see the bulletin board, which is the home page containing a summary of the main information and fu...

The Educator Dashboard Accessing from Browser

After logging in from Browser, the first screen displayed will be the Dashboard. Here you will find several buttons to quickly access the main sections of the m...

What is the “Customize Levels” function for

What is the “Customize Levels” function for The “Customize Levels” function allows you to create new custom levels to be used within the school sections. How to...

What is the “Sections List” function for

The “Sections List” function allows you to view, create, modify, and delete school sections within the system. How to access the Sections List 1. Log in as Coor...

Human Resources

Staff management, shifts and payroll

How the “Staff Attendance” Section Works

The “Staff Attendance” section allows you to view, record, and manage staff attendance. How to Access the “Staff Attendance” Section 1. Log in with a Coordinato...

How to Export the Staff List

To export the staff list, follow these steps: 1. Log in as Coordinator Log in with your coordinator account and select the desired location. 2. Navigate to the ...

What is the “Daily Shifts” section for

The “Daily Shifts” section allows you to view, create, modify, duplicate, and delete the daily work shifts assigned to staff. How to access Daily Shifts 1. Log ...

What is the “Personal Documents” section for

The “Personal Documents” section allows you to share files with all staff of a facility. In this section, you can upload, for example, circulars, internal regul...

What is the “Staff Shifts” section for

The “Staff Shifts” section allows you to view and manage the work shifts of the staff, as well as to create reports on a weekly and monthly basis. How to access...

What is the “Weekly Shifts” section for

The “Weekly Shifts” section allows you to view, create, modify, duplicate, delete, and associate weekly shifts with educators. How to access Weekly Shifts 1. Lo...

Invoicing

Guides for invoicing, both receivable and payable

How to create a "Daily Time" product

The "Daily Time" product allows for automatic charging of extra time spent by students in the facility beyond the scheduled hours . The system calculates the ex...

How to Create a Credit Note

How to Issue a Credit Note To issue a credit note, you must start from the original document (invoice or proforma) to which the credit note refers. Below are th...

How to enable the electronic invoicing service

To enable the electronic invoicing service in a school, follow these steps: 1. Access the management system Log in as coordinator or administrator and enter the...

How to match an invoice, Receipt or Pro-Forma to a student

To match an invoice, a receipt, or a Pro-forma to a student, follow these steps: 1. Creating the document Go to Administration->Sales click on "+ New", a new wi...

What are products and how to create a generic product

What are products The management software Easy.School , in the Administration section, allows you to issue fiscal documents (invoices, proforma) and non-fiscal ...

What is a needs product and how to use it

What is a needs product and how to use it If you need to charge an amount for each diaper change, you can use the needs product to automatically calculate the c...

What is an 'Activity' product and how to use it

An activity product is used to calculate and invoice a specific activity recorded by staff during the month. For example, you can create an activity like swimmi...

What is the Activity product and how to use it

The Activity product is a feature of the Easy.School management software that allows you to calculate and invoice a specific activity recorded by staff during t...

What is the lunch product and how is it used

The lunch product is a feature of the Easy.School management software that interacts with the daily lunch registration carried out by educators. It is designed ...

What is the Presence product and how to use it

The Presence product is a feature of the Easy.School management software that interacts with the daily attendance registration carried out by educators. It is d...

What is the snack product and how to use it

The snack product is a feature of the Easy.School management software that interacts with the daily snack registration performed by educators. It is designed to...

What to do if a family member cannot view active invoices, receipts, or pro-forma

Check the invoice recipients Access Administration → Sales, in the Issued or Pro-Forma tab Click on the Recipients button of the reported invoice, receipt, or p...

Staff

Guides for staff usage, from Browser or App

App Logs

To view all logs, once you have logged into the app, click on the blue tab "View Logs". Types of logs You will be taken to a page where you will find different ...

App Messages Section

App Messages Section Entering the Easy Staff app, at the bottom right of the central button, you will find the “Messages” section. Step 1 – Search Message By cl...

Attendance, Shifts, Payslips and Documents for Educators from Easy Staff App

To view Attendance, Shifts, Payslips, and Documents of the educators, follow these steps: 1. Go to the QrCode icon in the top right corner. 2. A screen will ope...

Check Consumables from Easy Staff App

To check the consumables count, you have two options: Consumables: Second icon at the bottom left on the home screen. Via the View Logs button: On the home scre...

How to Create a Daily Log Report in Excel Format

How to Create a Daily Log Report in Excel Format Access the Educator Log After logging in from the Browser, go to the left menu, click on Logs and then on Educa...

How to Create an Event from Browser

To create an event, after logging into the Browser: 1. Click on the fourth icon in the top right “Events”, then on “Create an Event”. Step 1 – Basic Event Data ...

How to create and send a questionnaire from Browser

This guide explains how an educator can create and send a questionnaire by accessing from the Browser. Create a questionnaire 1. Access the Communications secti...

How to delete a video from the Easy Staff App

To delete a video using the Easy Staff App, go to the button in the top left "View Logs". Then go to the button on the right "Educator Log". Step 1 – Search fil...

How to delete an absence from Browser

To delete an absence from Browser, after logging in, go to the left menu and click on Records and then Educator Record. A screen will open with the activities r...

How to delete an activity from Browser

To delete an activity from Browser, after logging in, go to the left menu and click on Logs and then on Educator Log. A screen will open with the activities rec...

How to delete or modify an event from Browser

Delete an event After logging in, click on the fourth icon at the top right “Events” . Select “View calendar” . Use the select to find the date of the event you...

How to Download a Photo from Browser

Access the photo archive Log into the system. From the left menu, click on “Records” and then on “Photo Archive”. 2. Select photos from the current period If th...

How to Download a Video from Browser

Access the Video Archive Once logged in, from the menu on the left, click on “Records” and then on “Video Archive” . 2. Download a video from the current month ...

How to Edit or Delete a Pee Record from the App

Here are the steps to edit or delete a "pee" record from the app: Step 1: Search for the Record to Edit or Delete 1. Log into the app and select the tab at the ...

How to Edit or Delete a Video from Browser

Edit a video Access the Educator Register After logging in, click on “Registers” in the left menu and then on “Educator Register” . A screen will open with the ...

How to Edit or Delete an Activity from the App

To edit an activity from the app, follow these steps: 1. Go to the top left tab "View Logs". 2. Then, select the tab on the right "Educator Log". Step 1 – Searc...

How to Edit or Delete an Exit from Browser

Edit an Exit Access the Educator Register After logging in, click on “Registers” in the left menu and then on “Educator Register” . If the exit to be edited is ...

How to enable notifications from the Easy Staff App

To view and enable notifications on the Easy Staff App, you need to go to the hamburger icon in the top right corner. Then select "Settings". A screen will open...

How to enter a justification as an educator from the Easy Staff App

To enter a justification as an educator, once you have logged into the Easy Staff App, go to the QR Code icon in the top right corner. Entering justification 1....

How to Enter an Educator Justification from Browser

This guide explains how an educator can enter a justification by accessing from Browser. Enter a Justification 1. Log in to the application and click on the pro...

How to modify or delete a lunch from Browser

Modify a lunch Access the Educator Register After logging in, click on “Registers” in the left menu and then on “Educator Register”. A screen will open with the...

How to modify or delete a lunch from the web

To modify or delete a lunch from the web, follow these steps: Modify a lunch 1. Access the register: Log in to the management system and go to the section dedic...

How to modify or delete a need from Browser

To modify or delete a need from Browser, after logging in, go to the left menu and click on Logs and then Educator Log. A screen will open with the activities r...

How to modify or delete a photo from Browser

Modify a photo Access the Educator Register After logging in, click on “Registers” in the left menu and then on “Educator Register”. A screen will open with the...

How to Modify or Delete a Poop from the App

To modify or delete a "poop" record from the app, follow these steps: Step 1: Search for the Record to Modify or Delete 1. Access the app and go to the "View Re...

How to modify or delete a snack from Browser

To modify or delete a snack from Browser, after logging in, go to the left menu and click on Logs and then on Educator Log. A screen will open with the activiti...

How to modify or delete an absence from the app

To modify an absence from the app, go to the tab in the top left "View Records". Then go to the tab on the right "Educator Record". Step 1 – Record search filte...

How to modify or delete an attendance from Browser

To modify or delete an attendance from Browser, after logging in, go to the left menu and click on Records and then on Educator Register. A screen will open wit...

How to modify or delete an attendance from the app

To modify an attendance from the app, go to the tab at the top left "View Logs". Then go to the tab on the right "Educator Log". Step 1 – Filters for searching ...

How to modify or delete an attendance from the Easy Staff App

How to modify or delete an attendance from the Easy Staff App To modify an attendance accessing from the Easy Staff App, go to the button at the top left “View ...

How to modify or delete an exit from the app

To modify an exit from the app, go to the top left tab "View Records". Then go to the tab on the right "Educator Record". Step 1 – Filters for searching and sel...

How to modify or delete an exit from the Easy Staff App

To modify or delete an exit by accessing the Easy Staff App, go to the button at the top left "View Records", then go to the button on the right "Educator Recor...

How to register a supply receipt from Browser

How to register a supply receipt from Browser To register a supply receipt from Browser, after logging in, go to the menu on the left and click on “Students” an...

How to register your attendance as staff from the app

To register your attendance as staff, that is, to clock in or out, once you have logged into the app, you need to click on the QR Code icon at the top right nex...

How to request a supply from Browser

To request a supply from Browser, after logging in: 1. Go to the menu on the left and click on “Students” and then on “Supplies”. 2. Click on the text at the to...

How to request an equipment from the app

To request equipment as an educator, access the app and go to the "Request Equipment" tab located in the second row on the left. Request equipment 1. Access the...

How to request equipment from the Easy Staff App

How to request equipment from the Easy Staff App To request equipment as an educator accessing from the Easy Staff App , follow the steps below: Request Equipme...

How to switch from one structure to another on the Easy Staff App

To switch from one structure to another on the Easy Staff App, follow these steps: 1. Go to the hamburger icon in the top right corner. 2. Select the fourth ite...

How to write a communication from Browser

Access the Communications section To create a communication as an educator, accessing from the Browser , go to the drawer-shaped icon at the top right “Communic...

How to write a communication from the app

To create a communication as an educator, access the app and go to the “Request Equipment” tab located in the second row on the left. Writing a communication 1....

How to Write a Communication from the Easy Staff App

To create a communication as an educator accessing from the Easy Staff App, follow these steps: Write a Communication 1. Access the App. 2. Go to the “Request E...

Profile Page Accessing from Browser

In the Profile section of the Browser version, you will find several areas to manage your personal and work information. The available sections are: Personal In...

Record a Video from the App

To record a video as an educator accessing from the app, you have two options: single entry or multiple entry. Record a video with multiple entry This operation...

Record a Video from the Browser

To record a video as an educator accessing from the Browser, you have two options: single entry or multiple entries. Record a video with multiple entries This o...

Register a Lunch from App

To register a lunch as an educator, accessing from the app, you have two options: single entry or multiple entry. Register a lunch with multiple entry This oper...

Register a Nap from App

To register a nap as an educator, accessing from the app, you have two options: single entry or multiple entry. Register a nap with multiple entry This operatio...

Register a Nap from Easy Staff App

To register a nap as an educator using the Easy Staff App , you have two options: single entry or multiple entry . Register a Nap with Multiple Entry This opera...

Register a Nap from the Browser

To register a nap as an educator accessing from the Browser, you have two options: single entry or multiple entry. Register a nap with multiple entry This opera...

Register a pee "Pipì" from App

To register a pee as an educator, accessing from the app, you have two options: single entry or multiple entry . Register a pee with multiple entry This operati...

Register a Photo from App

To register a photo as an educator, accessing from the app, you have two options: single entry or multiple entry. Register a photo with multiple entry This oper...

Register a Photo from the Browser

To register a photo as an educator accessing from the Browser, you have two options: single entry or multiple entry. Register a photo with multiple entry This o...

Register a Snack from Browser

Register a Snack from Browser To register a snack as an educator accessing from the web, you have two options: single entry or multiple entry. Register a Snack ...

Register a Snack from the App

To register a snack as an educator, accessing from the app, you have two options: single entry or multiple entry. Register a snack with multiple entry This oper...

Register an Absence from the App

To register an absence as an educator, accessing from the app, you have two options: single entry or multiple entry . Register an Absence with Multiple Entry Th...

Register an Absence from the Browser

To register an absence as an educator accessing from the Browser, you have two options: single entry or multiple entry. Register an absence with multiple entry ...

Register an Activity from the App

To register an activity as an educator, accessing from the app, you have two options: single entry or multiple entry . Register an Activity with Multiple Entry ...

Register an Activity from the Browser

To register an activity as an educator accessing from the Browser, you have two options: single entry or multiple entry. Register an activity with multiple entr...

Register an Exit from App

To register an exit as an educator, accessing from the app, you have two options: single entry or multiple entry . Register an Exit with Multiple Entry This ope...

Register an Exit from the Browser

To register an exit as an educator accessing from the Browser, you have two options: single entry or multiple entry. Register an exit with multiple entry This o...

Register Confirmation of Receipt from App

To register the confirmation of receipt of the supplies, once you have logged into the app, click on the "Confirm Receipt" tab, which is located on the second r...

Register Confirmation of Receipt of Equipment from Easy Staff App

To register the confirmation of receipt of the equipment, follow these steps: 1. Once you have logged into the Easy Staff App, click on the "Confirm Receipt" bu...

Registering a “poo” from the App

To register a poo as an educator, accessing from the app, you have two options: single entry or multiple entry . Registering a poo with multiple entry This oper...

Registering a Need from the Browser

To register a need as an educator accessing from the Browser , you have two options: single entry or multiple entry . Registering a Need with Multiple Entry Thi...

Registering Attendance from App

To register attendance as an educator using the app, you have two options: single entry or multiple entry . Registering Attendance with Multiple Entry This oper...

Registering Attendance from Browser

To register attendance as an educator accessing from the browser, you have two options: single entry or multiple entry. Registering attendance with multiple ent...

Sharing a photo from the Easy Staff App

To share one or more photos as an educator using the Easy Staff App , you have two options: single entry or multiple entry . Registering a photo with multiple e...

What are the Registers and what are they for when accessing from Browser

The Registers section allows access to various types of data recorded in the system. To view them, after logging in, go to the left menu and click on Registers....

Where to find the flyers with the QR Code for attendance

To find and download the flyers with the QR Code for attendance, follow these steps: Access the Material section 1. Log in from Browser and click on the icon at...

Why can't I register anything in a student's logbook?

If, accessing the Easy Staff application or from the Browser in the Educator section, you cannot see the desired student to register in their logbook (entries, ...

Family

Everything families can do and see from Browser or App

How to change the password from the Easy Family App

To change the password via the Family app, follow the steps below: Steps to change the password 1. Log in to the app: Log in and select the student structure yo...

How to delete a photo from the Easy Staff App

To delete a photo accessing the Easy Staff App, go to the button at the top left "View Records". Then go to the button on the right "Educator Record". Step 1 – ...

How to enable notifications from the Easy Family App

Follow these simple steps to receive push notifications or emails directly from the Easy Family App. 1. Access the settings Log in to the Easy Family app. Selec...

How to register a departure from the Easy Family App

Follow these simple steps to register a student’s departure using the app: 1. Log in to the App Log in with your credentials. Select the facility associated wit...

How to Register a Presence from the Easy Family App

How to Register a Presence via the Family App Follow these steps to register a presence (entry, exit, or absence) using the dedicated app for family members: 1....

How to register an educator's attendance on the Easy Staff App

To register an attendance as an educator or more generally as "staff" on the Easy Staff App, follow these steps: Register attendance via Qr Code 1. Once logged ...

How to Report an Absence from the Easy Family App

Follow these steps to report a student's absence directly from the app. 1. Access the App Log in with your credentials. Select the structure associated with the...

How to respond to a questionnaire from the Easy Family App

To respond to a questionnaire via the Easy Family App, follow the steps outlined below: Accessing the questionnaire 1. Select the structure and the student: Aft...

How to switch from one structure to another via the Easy Family App

By following these steps, you can easily and quickly change structure in the Family app. Steps to change structure 1. Log in: Access the Family app and select t...

How to switch from one student to another via the Easy Family App

You can easily change the student associated with your account by following these steps. Steps to change student 1. Initial access: Access the Family app and se...

How to upload documents from the Easy Family App

To upload documents using the Easy Family App, follow the steps below: Accessing documents 1. Select the structure and the student: After logging into the app, ...

How to view and download a photo from the Easy Family App

Follow these steps to view and download a photo directly from the app. 1. Access the App Log in with your credentials. Select the student structure whose photos...

How to view and download a video from the Easy Family App

Follow these steps to view and download a video directly from the app. 1. Access the App Log in with your credentials. Select the student structure for which yo...

How to view and download accounting documents from the Easy Family App

To view and download Invoices, Receipts, Pro Forma, Credit Notes, or Debit Notes from the Easy Family App, follow these steps: 1. Login and select structure Aft...

How to view contracts from the Easy Family App

To view contracts from Easy Family App , follow these steps: Step 1 – Accessing documents Log in to the app . Select the student's structure of your interest. O...

How to view documents from the Easy Family App

To view documents from the Easy Family App, once logged in, select the structure of the student whose logbook you want to see and then, on the screen that appea...

How to view events and book from Easy Family App

To view and book an event from Easy Family App, follow the steps below: Step 1 – View events 1. Log in to the app. 2. Select the student's structure of your int...

How to view messages from the Easy Family App

To view and manage messages from the Easy Family App, follow the steps outlined below: Accessing messages 1. Select the structure and student: After logging int...

How to view the logbook from the Easy Family App

By following these steps, you can consult the logbook of the student associated with your account: Steps to access the logbook 1. Select the institution and the...

How to view the logbook from the Easy Family App

Here are the steps to consult the logbook through the dedicated app for family members: 1. Access the app Log in to the app using your credentials. Select the s...

How to view the menu from the Easy Family App

Follow these steps to view the daily menu associated with the student: Steps to access the menu 1. Select the structure and the student: After logging into the ...