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Sign in to School view and choose Home. The overview brings together school activity and setup progress. It is a starting point; open the underlying record before making a booking or payment decision.
Complete the setup checklist
1.
Check school settings and invite an instructor.
2.
Add or import a pupil and confirm their instructor assignment.
3.
Schedule a lesson and check the school overview.
4.
Choose Mark overview reviewed when you have checked it.
Follow up work
Each summary card opens the records behind its figure. Lessons today opens the diary filtered to the current UK date. Unassigned enquiries opens the queue that needs assigning. Driving tests opens booked tests and results. Clear a filter to see the full list.
Choose Money owed → View balances due to see pupil names, instructors and exact amounts owed. Open a pupil's record to review their lessons and payments, or choose Record payment beside the pupil to prefill the received-payment form. Confirm that the money has actually arrived before saving. The balance list updates when payments and lesson charges change.
Under Payments → Pupil balances, use Due, All pupils, In credit and Settled to inspect accounts. Search within the selected view. Payments received shows the receipt history. Balances compare completed lesson charges and account adjustments with payments received; future bookings and prepaid hours are shown separately in pupil records.
Review attention items
Select an Attention required row to open its matching records. View all opens the complete attention list. A compliance alert opens the items due or expired within 30 days; select an item to see its vehicle or document. Use the clear-filter link to return to all vehicles or documents.
Use Reports for completed lessons, booked lessons, active pupils and instructor workload.
If a total seems wrong
Check the filters, lesson date and status in the relevant section. A booked lesson is different from a completed lesson; a pupil marked inactive is different from an active pupil. Do not enter another payment just to change an overview figure. If the source record is correct and the overview still differs, report the page and what you expected to see.
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