Set Up Your Planner

What does this do?

A step-by-step set-up for your planner: copy a colleague's set-up, your school day and Week A/B, your timetable (the AI can read it from a screenshot or PDF), term dates, your duties and your events. Each step saves as you go, and any step can be skipped.

When should I use it?

Use it when you first open the planner, at the start of a new school year, or whenever your timetable changes. Open it from Set up my planner on the planner page.

How do I use it?

1. 1Open the planner and choose Set up my planner
2. 2If a colleague has shared their set-up, paste their share link to copy their periods, times and Week A/B
3. 3Check your teaching days, whether your timetable repeats weekly or fortnightly, and your periods
4. 4Upload a screenshot or PDF of your timetable, check every row the AI found, link each class code to a Classfolio class, then save
5. 5Upload your school's term-dates document, or skip this if your school has already added the dates for all staff
6. 6Add your duties, then your events and deadlines
7. 7Check the summary and open your planner

Common mistakes

• Saving the timetable without checking the shaded rows: those were hard to read, so check them before saving
• Copying a colleague's set-up after building your own: copying replaces your periods and weeks (your timetable, lessons and events are not touched)
• Leaving the planner half set up: open Set up my planner again and it picks up where you left off

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