Reopening the setup wizard after finishing it

For whom:
Whoever runs the school
Time:
2 min

What you will get

To go back to the setup wizard whenever you want, even after finishing it. The path is Redo Setup, at the bottom of the left-hand menu.

It is useful for reviewing everything decided on day one in one pass — instead of hunting field by field inside Settings.

Step by step

1. In the left-hand menu, click Redo Setup. It sits at the bottom, just above Settings.

2. Notice the blue band at the top. It only appears when the wizard is reopened, and it is the sign that you are reviewing, not configuring from scratch.

Blue band at the top of the wizard, saying you are reviewing your settings, with the Back to dashboard link The link on the right leaves the wizard at any point, without saving the current step.

3. Go through the steps you want. Each Continue saves that step.

4. Leave when you are done through Back to dashboard, or carry on to step 5.

What changes when it is reopened

  • The fields come pre-filled with what is currently in force, not blank.
  • Nothing is wiped. Reopening the wizard resets no setting.
  • The system no longer holds you. The first time it will not let you leave; on review, the link back to the panel is always there.

How to tell it worked

After clicking Continue on a step, the new information is already in force — you can check under Settings, which shows the same value.

If something goes wrong

I cannot see Redo Setup in the menu. It belongs only to whoever administers the EduPay account. If you are a team member, the item does not appear.

I only want to change one thing. Then Settings is more direct — the wizard pays off when you want to review everything at once.

I reopened it and got afraid of breaking something. Leaving through Back to dashboard does not save the step you are on. Only Continue writes.

I want to redo the payment account step. That one is not redone here: use Integrations › Payment Gateway, which is where the connection lives after day one.

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