Wondering what you can do to update your Kaymbu account for the new school year? Here is a checklist of action items to make sure you are on track, including links to helpful articles with more detailed steps. You can also watch the webinar, Getting Ready for Next Year with Kaymbu, to watch us walk through these steps!

• Update Classroom Settings
  • Ensure classroom names are up to date. Manage classroom names by visiting Settings on the menu. Click into a specific classroom, then click the pencil icon to edit the name. 
  • Check classroom Messaging Settings on this same page. Make sure email addresses are up to date under the Family Reply Settings. 
    

• Add New Classrooms
  • If you need any new classrooms, please reach out to a School Ambassador at help@kaymbu.com.
    

• Prepare the Roster
  • Add new students and family members
    • For PRO subscribers that need a large number of students added, please reach out to help@kaymbu.com if you would like our assistance with a bulk student upload.
  • Archive students who are leaving the program
  • Move students to new classrooms 
  • Add new teachers 

• Move and Delete Teachers 
  • Both of these actions can be done through the Roster. Navigate to the Roster > All Teachers and Students > Teachers > click into a teacher profile > then click Move (select designation) or Delete Teacher.
    

• Send Welcome Letter to new families
  • Download the welcome letter here. This is a great way to introduce Kaymbu to new families!

• Moment’s Page refresh
  • Update the Date Filter: If you’d like to hide Moment’s from previous years, you can update the date filter on your Moment’s page. To do this, click Moments at the top of the menu. At the top of the Moments page, click the Date filter, select the date of the first day of school and check the box to Set As Default Start Date.
    

• For Portfolio users: 
  • Archive old Portfolio folders 
    • You can do this by going to the Portfolios tab on your menu, click the three dots in the bottom right corner of a folder, then click Archive.
      
  • Create new Portfolio folders
    • Learn more by reading the Portfolios Overview or by watching the How-To Video: Creating a Director Portfolio. 
    • Portfolios should cover time spans that correlate with your school's periods or conferences with families.  

FAQ

Q: Do Moments take up space on my device or computer? 
A: No! Moments do not take up space on your computer and you do not need to delete them. See above for how to apply the date filter to give your account a fresh start. Drafts will take up storage in the app. If you need to clear storage space on the app, go to your Drafts page and discard any photos that you do not need for the next school year. 

Q: Do I need to take any additional action on the Daily Note app?
A: No! The only thing you may want to do is recommend teachers uninstall and reinstall Daily Note, or log out and log back in to refresh the page. The updated Kaymbu Roster will automatically sync with Daily Note. 

Q: How can I view old Portfolios? 
A: Portfolios will always remain in student profiles and follow those students to the next classroom. If you need to find the Portfolio of a specific student, go to Roster, click on their student profile and you can access it there. 

Q: Where can I find training resources for our new teachers? 

A: You can access the Kaymbu webinar for new users by clicking here, or sign up for our free courses by visiting learn.kaymbu.com! This site hosts courses for both Kaymbu and COR users.