Card Payments Setup - 4. Entering School Director details

This article guides you through the third step in setting up card payments in Arbor, which involves adding your School Director's details.

This guide is the fourth in a series. The guides in this series are:

1. Introduction
2. Verifying school details
3. Uploading school documents
4. Entering School Director details
5. Entering Representative details
6. Adding a bank account for payouts
7. Checking your details
8. Confirming and troubleshooting verification
9. Enabling Customer Account Types
10. FAQs and further reading

Top Tip: Unsure about where to start with payments in Arbor, or need assistance with your setup? Why not try our In-App Payments Help Guide! 

The School Director explained

Now that you have confirmed your school's details and uploaded the required proof, you must provide the name of the person or people who have a director or equivalent role at your school. Then, you will need to provide proof of their relationship to your school.

Note on Controller/Owner versus School Director details

This section used to ask for details of a School Controller/Owner. This is now clarified as ‘Director’. It is the same person or people you would have used previously as School Controller/Owners. 
 

Who is a Director at a School?

The director is any senior individual responsible for managing the business, or any individual with governing responsibility codified in your school’s formal governing or incorporation documentation. The director is just a named person(s) and doesn't need to verify any changes or actions. You can name up to five directors in this section, and it’s mandatory to include the Headteacher.

Examples of roles that typically have this level of responsibility at a school are:

• Headteacher 
  • Including Executive Headteacher and Co-Headteacher, so long as they appear in the Department for Education database
  • Including a Headteacher as a director is Mandatory
• Director 
• Principal
• Director of Finance or equivalent
• CEO or equivalent
• Chair of Governors
• Chair of Trustees

Examples of roles that typically don’t have this level of responsibility:

• Business Manager
• Administrator
• Office Manager
• Financial Accountant

Which details for our School Director do I need to provide?

You will need the following details for the director:

• Their exact job title
• Legal first and last names
• Date of birth
• Work email address
• Their home address (important: not the school’s address)

Entering School Director details

To start adding your school's School Director(s) details into Arbor, click +Add in the School Directors section.

Next, enter the nominated person's details on the slide over and press Add school director

Any directors you add are listed in the School Directors section and can be clicked to be reviewed. If you need to make any edits:

• Click on the director's name
• Edit their information on the slideover as needed
• Click Save Changes to confirm your change or Delete to remove the entry completely

Ensuring you enter the right details

You must include the details of at least one director. The address you included must be the director’s home address, not the school’s address.

Include all of the following information for the director:

• Exact job title
• Legal first and last names
• Date of birth
• Work email address
• The Director's home postal address (not the school's address). The address fields below are required:
   
  • Home address line 1
  • City/town
  • Postcode
  • Country

Avoiding issues with School Director details

The most common problems with Director details are related to the address you enter for them. These issues are not always apparent until later in the setup, so it is worth taking the time to get this right.

The address used in this step must be the director's personal home address (not the school's address).

• The address must be a valid, physical address. 
• Ensure this address is accurate and exists; if in doubt, verify its existence using a tool like Google Maps before proceeding.

Please also avoid using abbreviations or shortening words. Examples:

• Use 'Street' instead of 'St', 
• Use 'Wiltshire' instead of 'Wilt'. 

Moving to the next step

Now that you have added your school's director's details and have checked that these are listed correctly, click the green Next button to proceed and move on to the following guide in this series: Entering the School Representative