Back to school can be a stressful and busy time... but we’re here to help! Make sure you're ready to manage your school payments this upcoming school year with this easy to follow checklist:

  Order and distribute MySchoolBucks marketing materials

By using our free back to school marketing materials you can increase participation in your programs and provide parents with the information they need. We offer free resources to distribute to parents at events, in your offices, in the cafeteria, etc.  Here are some of the materials available to you:

• • Social media kit - photos and content to post on your social media platforms
  • Website resources - banners, buttons and announcements for your district site
  • Flyers and table-top displays
  • Logos and QR codes for signage, posters, etc.
  • Phone messaging - mobile notifications and automated phone calls

  Rollover your student data

Work with your district office to make sure that all of your student enrollment data is up-to-date for current and new students.

• • If you have a Heartland point of sale, schedule your premium end-of-year or start-of-year rollover
  • If you are not utilizing a Heartland point of sale, please contact us to ensure up-to-date student information.
    
    

  Update your admin staff in MySchoolBucks

Make sure your current and new employees have the appropriate administrative access they need. 

• • Here's how to edit your user privileges:

                      1. Log in to your admin account in MySchoolBucks

                      2. Visit the admin dashboard and select users

                      3. Search for users through the filter tool and make any changes 
 

  Provide training to new or existing staff

Make sure your staff is ready to manage payments through MySchoolBucks and can access the tools and reports they need. 

• • Check out the the online School Store Learning Center for free how to training videos
  • Take advantage of new MySchoolBucks features to help collect payments faster, which include:
    • If you have fees that are urgent and/or required, you can easily create and assign invoices 
    • Easily generate a pay express button which can be added to your website or in an email to direct visitors to a product or fee in MySchoolBucks 
    • Help avoid unpaid meal charges by sending negative meal balance notification emails to parents

  Update or add new MySchoolBucks Store products

Make sure all of your existing inventory is accurate and add any additional products for the new school year. Typical start of school fees include:

• • Student registration
  • Textbooks
  • Classes
  • Technology
  • Locker rentals
  • Parking passes
  • Athletic programs
  • Events
  • ...and more!

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Need help with any of these checklist items? Contact your dedicated account manager who is happy to assist you.