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ScheduleClass

Start school setup to configure your school

Invite the leaders who will configure and run your school.

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Use your work email to create your school's workspace.

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School name

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School state

School ready to configure

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Configuration

What would you like to configure?

UC02A · Invite Leaders & Schedulers

Send invitations to your team

Each team member receives a magic-link invitation. When they complete onboarding we'll automatically mark their status and capture their profile details.

Leaders

Leaders can edit instructor preferences and manage the schedule.

Role

Lead Scheduler

Required

Pending
@example.org

Select which programs this leader can manage. Leave empty for all programs.

Email
—
Status
Invited
Name
—

Role

Lead Instructor (optional)

Optional

Optional
@example.org

Select which programs this leader can manage. Leave empty for all programs.

Email
—
Status
Invited
Name
—

Up to 5 Lead Schedulers and 5 Lead Instructors.

Additional Schedulers

Schedulers can view instructor preferences and help manage the schedule, but cannot edit preferences.

Invitations sent. Team members will receive magic-link emails to complete onboarding.

School Configuration

Configure your school for 2025

Set up your school details, classrooms/boats, time periods, and programs.

📋 Copied from — Review and save to confirm for this year.

School Information

Basic details about your sailing school.

Changing the year will create a new school configuration. The current configuration will be preserved.

Users are signed out after this much inactivity.

Classroom/Boat Types

Define the types of classrooms/boats your school uses (e.g., Colgate26, J22, Classroom).

Classrooms/Boats

Define the individual classrooms/boats available for scheduling.

Time Periods

Define the time blocks when classes can be scheduled.

to
to
to

Instructor Certifications

Define the certifications instructors can hold.

Program Offerings

Define the programs your school offers (e.g., Basic Keelboat).

School configuration saved successfully!

Season Configuration

Configure the 2025 season

Set up season dates, sessions, holidays, and classroom/boat availability for this year.

Season Dates

Define the scheduling season dates and year.

Changing the year will create a new season configuration. The current season will be preserved.

Holidays

Dates when no classes should be scheduled.

Classes won't be scheduled on these dates by default.

Events

Events that reduce classroom/boat availability (e.g., regattas, special events).

Date # Affected Boat Type Notes

Each event removes the specified number of classrooms/boats of that type on the given date.

Sessions (Months)

Define the session periods within the season.

Session Name Start Date

Classroom/Boat Start Dates

When each classroom/boat becomes available for the 2025 season. Optionally enter the actual boat name for schedule upload.

Loading classrooms/boats...

Course Objectives

Define target proportions for each course offering within programs.

Course Objectives Settings

Maximum allowed deviation from target proportions.

Default: 100.0 (no hard bounds). Lower values enforce stricter adherence to target proportions.

Define Course Formats

Define valid course formats for this season. Each format specifies when and how courses are scheduled.
Format code: SCCDDPN (Session, Course, Day, Period, # Classes)

Session Course Days Period # Classes Format Code
—

Session: Blank = all sessions, or select a specific session.
Course: Blank = all courses, or select a specific course code.
Day: Day of week (Mo, Tu, etc.).
Period: Time period from school config (M=Morning, A=Afternoon, E=Evening).
# Classes: Number of class meetings in the course.

Assign Formats to Programs

Select which course formats apply to each program. A format can be assigned to multiple programs.

Season configuration saved successfully!

Invited Instructors

Loading invited instructors...

# First Name Last Name Email Status

Upload Instructor List

Upload a CSV or Excel (.xlsx) file with one instructor per row.
Each row must contain: First Name, Last Name, Email Address
Maximum file size: 10KB · Maximum 100 instructors

📁

Drag & drop a file here, or

Supported formats: CSV, Excel (.xlsx, .xls)

📄 file.csv

Preview (0 instructors)

# First Name Last Name Email Status

Instructor invitations sent successfully!

User-Roles

Danger zone: bulk admin actions

Loading users...

User Role Areas User Person Preferences Survey Actions

Run Scheduler

Select which sessions and programs to schedule. Leaving a section unselected schedules all.

Instructors without complete preferences

These instructors will not be included in the schedule.

Sessions

Programs

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