Getting started (schools, camps & daycares)

This checklist walks a new institution through initial setup: create your account, organize your roster, and send your first action plan request.

Setup checklist

1. Create your institution account. Sign up as a school, camp, or daycare and verify your email. See Create your institution account.
2. Invite your team. (Administrators only) Add staff and other administrators. See Invite your team.
3. Know who can do what. Read Administrator vs staff so the right people have the right tools.
4. Set up groups. (Administrators only) Create groups by hand, generate school grades, or import groups from a CSV. See Set up groups.
5. Add your students. Add students one at a time or import them in bulk from a CSV.
6. Ask for an action plan. Request an allergy action plan from parents — automatically or with your own email. See Ask for an action plan.
7. Track what happens next. Follow each request through to completion. See Request statuses.

What success looks like

By the end of setup you have invited your team, organized your groups, imported your roster, and sent your first action plan requests — with a clear view of which parents have responded.

Trying it out first

Want to test the flow before going live? Create a group named something like “Test”, add one student with your own email as the parent contact, and send yourself an action plan request. You will receive exactly what a parent sees. Delete the test student and group when you are done.