Starting with Clasero is easier than you think: choose self-service or assisted setup

Starting with new after-school class management software is easy when your business is brand new. It is more challenging when you already have students, teachers, locations, classes, schedules, and payment arrangements in place.

That is exactly why Clasero setup offers two practical paths.

You can configure your business yourself using Clasero's structured Setup Mode, or you can request help from the Clasero team with the initial onboarding process. Assisted setup may include importing existing customer data and configuring business details, branches, services, classes, employees, payment settings, and other information needed to begin using Clasero.

For an established school, academy, studio, or after-school program, this means you do not necessarily have to rebuild your operation manually from the beginning.

What needs to be set up in Clasero?

Clasero works around the structure of your actual business.

Depending on how your organization operates, your initial setup may include:

company details and preferences;
branches and teaching locations;
premises or rooms;
services and classes;
teachers and employees;
payment options;
existing customers and students.

This matters particularly for organizations managing after-school classes across multiple locations. A business with one instructor and one class has very different setup needs from a school running several programs with multiple teachers and branches.

Clasero's Setup Mode provides a structured checklist to help prepare the system for everyday use.

Option 1: Set up Clasero yourself with Setup Mode

If your customer data is organized and you already know how you want your business represented in the system, self-service Clasero setup may be the simplest approach.

A practical order is to create the business structure first and add customers afterward:

Enter your company information and preferences.
Create branches and premises.
Configure your services.
Create the relevant classes.
Add teachers and employees.
Set up payment options.
Add or import existing customers and students.
Review the structure before beginning everyday use.

This order helps ensure that imported students have the correct classes, services, locations, and payment structure available when you begin organizing them.

Self-service setup is particularly suitable when someone within your organization already understands your operational structure and wants direct control over the configuration.

Option 2: Get help with Clasero onboarding and customer import

You do not have to complete the initial configuration alone.

Upon request, the Clasero team can assist with onboarding, including importing existing customer information and configuring parts of the business structure required to start using the system.

Assistance may cover:

existing customer data;
business details;
branches;
services;
classes;
employees;
payment settings;
other information needed for the initial setup.

This can be especially useful when moving an established business into Clasero.

Imagine a dance school with 180 students, three locations, six teachers, eight regular class groups, and a mixture of subscription and pay-per-visit customers.

The school could configure everything itself through Setup Mode. Alternatively, it could prepare its existing customer records and business information and request assisted Clasero onboarding for the initial setup and customer-data import.

The important point is that having an existing customer base does not mean starting again from zero.

Can you import existing students into Clasero?

Yes. Clasero supports adding existing customer and student data from Excel or Google Sheets, making it easier to transfer existing records instead of entering each student manually.

The customer data table can also be configured using available fields, including changing which fields are displayed and arranging their order.

Before importing existing students, review your data carefully.

Check for:

duplicate customer records;
students who are no longer active;
incorrect names or contact information;
inconsistent data;
information you no longer need;
missing details that should be corrected before migration.

It is also good practice to keep an unchanged copy of your original customer file before cleaning or reorganizing it.

Preparing your data first makes both self-service and assisted onboarding easier.

What should you prepare before starting?

You do not need to redesign your entire business before opening Clasero, but having your existing information organized can make the setup much smoother.

Depending on your organization, prepare:

your current student or customer records;
parent or guardian information where relevant;
your branch and location structure;
rooms or premises used for classes;
services you currently provide;
class or group names;
teacher and employee information;
existing subscription or pay-as-you-go arrangements;
company preferences such as currency and regional settings.

If your customer information is already maintained in Excel or Google Sheets, that existing file can be an important starting point for importing students into Clasero.

Not every item in this checklist necessarily represents a bulk-import field. Some information is simply useful to have ready when configuring your organization.

Self-service or assisted setup: which is better for you?

There is no single correct choice.

Self-service setup may be suitable if your organization has a relatively simple structure, your customer data is already organized, and someone on your team is comfortable configuring the system.

Assisted setup may be worth considering if you have:

many existing students;
multiple branches or locations;
several teachers or employees;
numerous services or class groups;
different customer payment arrangements;
existing customer data that needs to be transferred.

The choice is about how much of the initial administrative work you want to manage yourself.

You can configure Clasero independently, while the option to request additional help means a more complex existing business does not have to approach onboarding in exactly the same way as a small new operation.

Why getting the initial structure right matters

A good setup is not just about finishing an onboarding checklist. It determines how easily Clasero can support everyday administration afterward.

Once configured, the system can connect class scheduling, students, teachers, attendance, services, and payment arrangements.

Lessons can be planned by selecting the relevant branch or location, class, teacher, room, and lesson time. Teachers can record attendance during lessons, while services can use subscription-based or pay-as-you-go payment structures.

Parents can also access relevant information through my.clasero.com, including lesson schedules, attendance information, invoices and payment status, and details connected to their child's services.

The better the initial structure reflects your real organization, the more useful that connected workflow becomes.

Start with the setup approach that fits your business

Moving to a new management system should not require forgetting the business structure and customer records you already have.

With Clasero, you can use Setup Mode to complete the Clasero setup yourself, including bringing in existing student information from Excel or Google Sheets.

If your organization is already established or more complex, you can instead request assistance from the Clasero team with customer-data import and initial onboarding.

Start by reviewing the information you already use to run your classes. Then choose whether you want to configure Clasero independently or get help preparing the system around the business you already have.