Help for setting up and running your school

Import students into ProgresslyAI from a CSV file

Prepare a CSV roster, read the preview, and fix invalid rows or plan-limit errors before importing.

Invite parents and link them to students

Link a parent email to a student, get the parent verified and joined, and fix the common access problems.

Draft, review and publish a student progress report

Generate a private draft, edit it, publish it to families, then republish or withdraw with a full history.

Set up registration questions, approvals and waitlists

Open classes to requests, add conditional intake questions, and approve enrollment or an ordered waitlist place.

Issue invoices and record payments, credits and refunds

Issue an invoice, then record payments, credits and refunds handled outside the app, with a worked $50 example.