Quick Start Step 1: Create a Classroom | montessoricompass1

Quick Start Step 1: Create a Classroom

Welcome to Montessori Compass! We really appreciate the opportunity to work with your school.

This Quick Start Guide will walk you through the basics to set up your account and enable you to test out the record keeping features in a matter of a few minutes. In order to test out the Record Keeping features, it is necessary to create a classroom, create a student, and assign a student to a classroom.

Create a Classroom in Montessori Compass

Classrooms are a way of organizing students and teachers. Since our billing structure is based on the number of active students, there is no limit to the number of classrooms you may create. In addition to your everyday classrooms (i.e. Primary, Lower Elementary, Upper Elementary, etc.), you may also wish to utilize the classroom feature for specialty programs such as Music, Art, Language, Before Care, After Care, etc. Both students and teachers can be assigned to multiple classrooms and each classroom can maintain it's own attendance, lesson plans, observations, etc.

Click <More> and select <Classrooms>. Then click the "New Classroom" button.


  • Enter a name for the classroom. (REQUIRED)
  • Select the days of the week for the classroom. If the classroom is not in session on a certain day, simply uncheck it. A classroom must have at least one day checked.
  • Select the default arrival/departure time for the classroom.
  • Select the default attendance time. The default time can be either pulled from the Student Profile or the Classroom Profile. Student Profile = each student has his/her own individual arrival and departure times as specified in that student's profile. Classroom Profile = each student has the same arrival and departure times, as specified in the Classroom Profile. This setting is designed to make attendance even easier by auto-populating default times, but arrival/departure times can be adjusted at any point.
  • Select the Cycle Years associated with the classroom. Each lesson in the Scope & Sequence is carefully tagged to cycle years. Assigning cycle years to the classroom will determine the lessons available for planning and record keeping via that Classroom Dashboard. (Example: Primary = PK1, PK2, K; Lower Elementary = 1st, 2nd, 3rd). If your school uses different cycle year terminology, this can be edited later. You may edit cycle years per classroom at any time. (REQUIRED)
  • Click Save Changes button. (REQUIRED)


Optional Step - Not Required for Quick Start

Assigning Teachers to Classroom
Assigning a teacher to a classroom is an optional step to test the record keeping features, because administrative users already have full access to enter new records or edit existing records for any student. If you have additional teachers at your school that wish to test the system, it will be necessary to first create a user profile for the Teacher (learn how to create a teacher profile) and then assign them to a classroom. 

  • Click <More> and select <Classrooms> to return to main list of classrooms.
  • Select the classroom name and click the "Edit Classroom Profile" button to make changes to the desired classroom.
  • Scroll to the bottom of the classroom edit page and locate the dropdown list of users. You will find both teacher and administrative users.
  • To assign a Teacher or *Administrator user to the classroom, select the teacher name and click the "Assign" button. (If you wish to remove a teacher from the classroom, click the "Detach" link.)

*While administrative users can edit record keeping for any student, you also have the option to assign an administrator as a "teacher" to the classroom. The only reason to do this is if the Administrator wishes to see "Planned Lessons" for that specific classroom on their daily calendar. For schools with multiple classrooms, this can sometimes make an administrator's calendar too busy, which is why it is optional. Administrators can always view planned lessons for every classroom by selecting each classroom name in the dropdown filter at the top of the Students page.

" Next article:  Quick Start Step 2: Create a Student