ABCDEFGHIJKLMNOPQRSTUVWXYZAAABAC
1
Welcome to brightwheel! Student and parent information is the foundation of our platform; filling out this template is the first step to unlocking brightwheel's value.
2
3
Instructions:
4
1. Within the menu of this GoogleSheet file, select 'File', then 'Make a Copy' to fill out this template for your school and skip to step 5.
5
2. If you do not have the option to make a copy, then go to the menu of this GoogleSheet file, select 'File', then 'Download' to fill out this template for your school.
6
3. Once you have the downloaded file, go to your Google Drive and import the file into a Google Sheet.
7
4. Now that you have the template in GoogleSheets, fill out the file according to the instructions below.
8
5. Type your school's name in the yellow cell on the right! >>>Enter school name here
9
6. Fill out the template below, with one row for each child enrolled at your program. (If your enrollment is changing, that's okay! Just fill out for as many students as you can. You can always add more later.)
10
7. Brightwheel uses rooms to calculate student ratios. Enter the primary room each student is assigned to under "Homeroom" (e.g., "Toddler Room"). You can adjust this - or add aditional rooms - later.
11
8. Add name and contact information for at least one parent per child. If you would like to add contact information for a second parent, there is room in the 'Optional Information' starting in column I.
12
9. Once you've entered the required information, select 'File', then hover over the 'Download' option until the dropdown pops up to the right. Select Microsoft Excel (.xlsx).
13
**Do not download the file as a .pdf as it risks cutting off vital information in your roster that then cannot be processed. By downloading as a .csv, we will be able to process all the information in your file.**
14
10. Click 'Submit your roster' from the Roster Upload page in your brightwheel account to submit the file, and our team will take it from here!
15
16
Required Information
Optional Information - You can include this now, or enter manually later on
17
Student Name & Homeroom
Parent 1Entering both Email and Mobile is strongly preferred, but just one is okay.Parent 2
Must be different than Email and Mobile for Parent 1
Student Status & DemographicsMedical / Food InformationAddress
18
Student First NameStudent Last NameHomerooomParent 1: First NameParent 1: Last NameParent 1: EmailParent 1: MobileParent 2: First NameParent 2: Last NameParent 2: EmailParent 2: MobileStudent StatusBirthdateGenderRaceEthnicityNotesMedicationsAllergiesDoctor NameDoctor PhoneMeal TypeStreet Apt/Suite/etc.CityStateZip CodeCountry
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101