Getting Started

Enter your school details

Complete the School Details step by entering official school information, location, contact details, and school preferences.

Audience: School owners and authorized school administrators completing the first school setup step
Last reviewed: September 3, 2026

Purpose

This guide explains how to complete the School Details step during the first Schoolixa setup.

The step collects official school information, location, contact details, and preferences before the administrator continues to the Academic Session step.

Audience

Use this guide if you are the school owner or an authorized school administrator completing the Schoolixa setup for your school.

This workflow is not for staff, parents, students, or company administrators.

Before you start

The administrator email is verified.
You are signed in as the school owner or an authorized school administrator.
The initial school setup is not complete.
You are authorized to enter the official school details.
The official school information and contact details are available.

Open School Details

After selecting Start school setup, Schoolixa opens the School Details step.

The page title displays School Details and the progress indicator shows Step 1 of 4.

Blank Schoolixa School Details setup form showing basic information, location, contact information, and preferences. — School Details collects basic information, location, contact information, and preferences before the school continues setup.

Understand the setup progress

The setup progress shows four steps: School Details, Academic Session, Classes & Sections, and Admin Profile.

This article covers only the first step, School Details.

Basic information

Enter the school information in the order shown on the form.

School Name (required): enter the official school name.
Tagline (optional): add the school's tagline if one is used.
Run Under (optional): select the organization type when it applies.
Registration Number (optional): enter the school registration number when available.
Curriculum (required): select the curriculum followed by the school.
Affiliation Number (optional): enter the affiliation number when available.
Address (required): enter the school address.

Location

Select the location in sequence so each list can show the available choices.

Select Country (required).
Select State (required).
Select City (required).

If a State or City is not available, review the selected Country and choose the closest supported option that matches the school location.

Contact information

Enter the contact details that should represent the school.

Phone (required): enter the school's phone number.
Email (required): enter the school's email address.
Website (optional): enter the school website if one is available.

Preferences

Review the default preferences before continuing.

Language (required): select the school language where supported.
Currency (required): select the currency used by the school.
Timezone (required): select the timezone for the school's operating location.

Review and continue

Review each required field.
Confirm that optional details are correct when entered.
Select Save & Continue.

Expected result

Schoolixa saves the accepted School Details information, marks Step 1 complete, and proceeds to Academic Session.

If you cannot continue

Check whether a required field is missing.
Review the phone or email value if Schoolixa does not accept it.
If State or City is unavailable, confirm the selected Country first.
If the form remains on School Details, review the highlighted fields and correct them.
If Schoolixa returns to an earlier page, sign in again and continue setup from the page shown.

Next step

After School Details is complete, continue to the Academic Session step. A detailed Academic Session guide will be added separately.