Add School

Add a new school to your CRM. Only the name is required — you can fill in the rest later.

Basic Information

School Name *

Short Name

Website

Location

Classification

Grade levels served

Select all that apply (e.g. middle only, elementary + middle, or all three for K–12).

Elementary (e.g. K–5)Middle (e.g. 6–8)High (e.g. 9–12)

Category

Number of Teachers

Number of Students

SIS System

Language

Academic calendar

School year starts (month)

When their academic year usually begins.

Master schedule work starts (month)

When they typically start building the schedule for the next year.

Status & follow-up

Status

Owner

Next Follow-up Date

Action Owner

Relationship notes

Manual revisit

Optional staff check-in date. Admins can override payment- and schedule-derived revisits below when editing.

Contacts

Optional — add people now or anytime from the school page.

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