Quick start: Setup steps

Charms is a robust program and we understand that getting set up and learning all the features and functionality can be overwhelming. We recommend setting up a few key steps to get started. These steps will get you up and running in a short amount of time and when you are comfortable, you can start setting up additional functionality.

  1. Sign in and update your personal and program profile.
  2. Create student groups.
  3. Build a parts list.
  4. Add students.
  5. Send a welcome email to new students and parents.
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