This article is designed for schools and MAT teams considering the meals, payments & parental engagement functionality. You might be asking what you need to do to first, what training you will need and setup times for each area. This guide will help you understand everything you need to action for a smooth rollout.
We offer dedicated webinar-style training sessions for the setup of the following modules: Meals, Payments, and Parent Portal.
Here's a breakdown of the training you'll need based on your school's requirements:
Simple Meal Functionality
If your school only needs to take meal registers in class on Arbor without processing payments, you can attend the Meals training and then set up the Meals module only.
Timings
- Training: 1.5 hour webinar session
- Setup: Resource for approximately 3 hours (this may vary dependent on complexity of setup)
Setting up meals without payments
Taking Payments via Arbor
To take payments on Arbor for Meals or otherwise, your school will also need to open the Parent Portal. This is essential as parents will log into the Parent Portal to make their payments. Therefore, you'll need to complete training for the Meals, Payments and Parent Portal modules. In this scenario you should setup the Meals, then Payments, then open the Parent Portal and send parents a welcome email.
Timings
- Training: 1.5 hour Meals setup webinar session, 1.5 hour Payments setup webinar session, 1.5 hour Parent Portal setup webinar session (Total 4.5 hours)
- Setup: Resource for approximately 4 hours (this may vary dependent on complexity of setup)
Parent Meal Choices (Rotating Meal Menus)
If you want parents to make meal choices for their children (available in our Perform package), you'll again need to open the Parent Portal. Parents will access the Parent Portal to submit their choices. In this scenario, you'll require training for both the Meals and Parent Portal modules. If you'll be using this method and taking Payments via Arbor you'll also need to complete Payments training.
Timings
- Training: 1.5 hour Meals setup webinar session, 1.5 hour Payments setup webinar session, 1.5 hour Parent Portal setup webinar session (Total 4.5 hours)
- Setup: Resource for approximately 6 hours (this may vary dependent on complexity of setup)
Rotating Meal Menus Setup and Management
What do you need to prepare?
You will need to resource for the setup of these modules on your live Arbor site ahead of your chosen module rollout date. You will also need to ensure that relevant staff have completed the necessary training modules. You can see more on this training with full agenda's here.
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