Training & Consultation
1:1 live training with Scopay product experts.
Live, online sessions designed around your team's experience level. Learn the basics, or explore powerful time-saving features with the people who built the software.
How our training works
Sessions built around your team.
Every session is delivered live and 1:1 by a Scopay product expert. We tailor the agenda to the modules you use, the confidence of your team and the outcomes you want. Whether that's onboarding a new office administrator or getting more from a module you already own.
Not sure which course?
Tell us where your team is today and we'll recommend the right session, or build you a bespoke package.
New starter & refresher
'Get started with...' courses
One-hour sessions covering everything a new user needs to know for each module. Perfect for onboarding or as a refresher.
1hr session
Get started with SCO
- Navigating around SCO
- Overview of each tab available in SCO
- How to use the Help button
- Pupil data imports
- Online access letters
- How parents create accounts
- Overview of SCOPAY and the parent help page
- SCO Q&A
1hr session
Get started with Dinner Money
- Overview of the dinners screen
- Adding meals
- Kitchen report and dinners today report
- Debt reports and debt chasing
- Weekly catering return
- Statements
- Dinner Money Q&A
1hr session
Get started with Extended Day
- Overview of the extended day screen
- Adding sessions
- Attendance report
- Debt reports and debt chasing
- Statements
- Using childcare vouchers
- Using cohorts if applicable
- Extended Day Q&A
1hr session
Get started with Trips & Events
- Create a trip
- Create a 'first come, first served' trip or activity club
- Create forms for parents to complete
- Payment schedules
- Pupil discounts (including Pupil Premium)
- Reports and debt chasing
- Trips & Events Q&A
1hr session
Get started with Communications
- Ad hoc messages
- Scheduling messages
- Sending messages for debts
- Using and editing templates
- Message history log
- Sending messages from home
- Communications Q&A
1hr session
Get started with Parents' Evening
- How to create a meeting
- How to book appointments
- Reports
- Parents' Evening Q&A
2hr session
Business Manager + Finance Officer training
- SCO overview
- Banking and reconciliation
- Refunds process
- Financial reports
- Users and permissions
Super user courses
Consultation sessions
Short, focused sessions with a Scopay consultation expert to cover a specific area of your setup. Best practice, configuration and Q&A.
Up to 1hr
General consultation session
- Bring your own agenda — a chosen module, best practice or a Q&A
- Suitable for all Schools Cash Office users
Up to 1hr
Debt management consultation
- Online ordering and parental alerts
- Monthly billing and payment schedules
- Debt reports, statements and mail merge
- Using report filters and trip reports
- Extended Day debt analysis report
Up to 30 mins
Trip form management consultation
- Creating and editing forms
- Question styles
- Managing, viewing and exporting responses
- Cloning existing forms
Up to 30 mins
Gift Aid management
- Configuring for Gift Aid
- Identifying items for Gift Aid
- Registration of Gift Aid payers
- Reporting for HMRC
Up to 30 mins
Parents' Evening consultation session
- Create your next meeting
- Assign staff and pupils
- Configure breaks and locations
- Publish online
Up to 1hr
Banking & bank rec consultation
- Banking overview and managing cost centres
- Recording non-pupil based income and expenditure
- Managing the banking process
- Reconciling bank statements
- Deposits, statements and online transactions
Up to 30 mins
Online booking for School Dinners
- SCOPAY screen and configuration options
- Advanced booking limits
- Attachments
- Adding a menu and event menu
Up to 30 mins
Online booking for Extended Day
- SCOPAY screen and configuration options
- Managing childcare voucher payments
- Advanced booking limits and attachments
- Reports
Recommended packages
Training that fits where you are.
Not sure where to start? Pick the shape of training you need and we'll put a package together.
New team member training
For new users — everything you need to get to grips with our modules, plus dedicated sessions for business managers and finance officers.
Refresher training
Brush up on your skills, get more from the software and pick up new tips and shortcuts.
Financial & academic year end
Beat that dreaded year-end clean up. Our training team refreshes your data and system, ready for the new term.
Bespoke training
Want something specific? Contact our dedicated Training Team on 02380 016 563 (option 2) or email training@tucasi.com.
What people say
“I just wanted to thank you for all the support that you have provided during the transition. You have made the process so simple and stress free!”
Dianne Griffiths, Queen Elizabeth's Grammar School
“Sue was very patient and helpful. She made sure that I felt confident in using the system.”
Pool Hayes Primary School
“Karen was with us every step of the way and sorted out any teething problems.”
St Saviours Catholic Primary & Nursery School
“The whole setup was seamless from the start and the training via ISL was very good and thorough. I would definitely recommend Tucasi.”
Wren's Nest Primary School
Training enquiry
Tell us what your team needs.
Share a few details and our training team will get back to you within one working day to recommend the right course or build a bespoke package.
Call 02380 016 563
Email sales@tucasi.com