# Set up your school on day one

> The wizard (operation, first aircraft, the card that starts your free trial, billing), what you want working first, then the dashboard checklist that tells you what is still missing.

Source: https://www.aerscheduler.com/docs/getting-started/set-up-your-school
Section: Getting started. For: Owners, Admins.

Create your account, verify your email, and follow the setup you are shown. It asks for
your operation (including what you want working first), your first aircraft, and your
billing connection. Everything can be changed later, so do not stall on a decision.

**Who can do this:** Owners, Admins

## Before you start

A card, and no sales call. Adding the card is the last step of setup and starts your
14-day free trial. Nothing is charged that day, and if you cancel before the trial ends you
pay nothing at all.

Whoever creates the operation becomes its **owner** and **admin** automatically. A
flight school, club, rental or independent instructor also gets **instructor**. A
private-owner signup (`I own an airplane` (web console)) gets **renter**
instead of instructor, and never student. See
[Set up a privately owned airplane](https://www.aerscheduler.com/docs/getting-started/set-up-a-privately-owned-airplane).
A maintenance shop signup (`I run a maintenance shop` (web console)) gets
**technician**, so you can be put on your own work orders. See
[Set up a maintenance shop](https://www.aerscheduler.com/docs/getting-started/set-up-a-maintenance-shop).

## Create the account

1. **Go to app.aerscheduler.com and create your account**

   Name, work email and a password, or sign up with Google or Apple.

2. **Open the verification email and click the link**

   Until you do, every page sends you back to the verification screen. It checks every
   few seconds and moves on by itself once you click the link, so you do not need to
   press anything. There is a resend button if it never arrives.

3. **Say what you are here for**

   Joining a school someone else runs is a different path: you just need their code. See
   [Join a school with a code](https://www.aerscheduler.com/docs/getting-started/join-a-school). Owning one airplane
   is its own card, [Set up a privately owned airplane](https://www.aerscheduler.com/docs/getting-started/set-up-a-privately-owned-airplane),
   and so is an A\&P shop or repair station,
   [Set up a maintenance shop](https://www.aerscheduler.com/docs/getting-started/set-up-a-maintenance-shop).
   Otherwise you are setting up a school, club or FBO, and AerScheduler walks you through it.

## What setup asks for

Four wizard steps, plus a short question about where to start.

**Your operation.** Whether you are a flight school, a flying club or a rental operation,
what it is called, and the airport you fly from. That airport becomes your first location,
and every aircraft, simulator and room belongs to one.

Search the **Home airport** box by identifier or name (**KAPA**, or just **Centennial**) and
pick your field from the list. Doing so stores the airport's identifier, sets your time zone
from the airport's own position, and is the one setting worth getting right on day one.
Weather then comes from that field, not from a nearby reporting station. Typing a name we
do not have is fine; that site has no identifier and no weather until you pick a published
airport.

You also say **what you do there yourself**: I teach, I'm learning to fly, I fly the
aircraft, I work on the aircraft. Pick any that apply. You are always the owner and an
admin; these add the instructor, student, renter or technician role so you can put yourself
on a booking from day one. A school starts on I teach, a privately owned airplane on I fly
the aircraft. Change it later from `People → ⋯ → Edit roles` (web console).

You also pick **what you want working first** (schedule, maintenance, billing, training, or
reports). That choice puts those jobs under **Start here** on the dashboard checklist; the
rest stays under **Also set up**. If you arrived from a marketing page about one of those
topics, that option is usually pre-selected.

If AerScheduler cannot tell how you found the product (no ad click, no clear referrer),
it may also ask **how you heard about us**. That is optional and only used so we know
what is working.

**Your first aircraft.** Tail number, year, current Hobbs and tach, and an hourly rate.
You can skip it and add aircraft later from
[Add an aircraft](https://www.aerscheduler.com/docs/getting-started/add-an-aircraft).

**Your card.** Adding a card starts the free trial. The page shows the date the trial
ends and what your fleet costs after it: $20 a month per aircraft, with simulators and rooms
free. If you skipped the aircraft, nothing is charged until you add one. Owners and admins
get an email three days before the first charge, and you can cancel any time before then
from `Settings → Plan → Manage billing` (web console). The card is entered on
Stripe's secure page, so it never passes through AerScheduler. This step has no Skip: until
a card is on file, the rest of AerScheduler stays closed. A maintenance shop is not asked
for a card.

**Billing.** Connecting Stripe is what turns a closed-out flight into a bill your members
can settle: either a Stripe invoice per visit, or (if you choose Account ledger) a charge
against a prepaid balance. You can do it later without blocking anything else. See
[Turn on invoicing and card payments](https://www.aerscheduler.com/docs/billing/turn-on-invoicing-and-card-payments)
and [Choose invoice or account ledger](https://www.aerscheduler.com/docs/billing/choose-invoice-or-account-ledger).

Once you are through, your dashboard shows what is still missing and links straight to
each job. The list leads with the area you said you care about first under Start here. It
works that out from your real data rather than from a list of steps you ticked, so adding
an aircraft from anywhere in the product counts.

> **Careful:** Check your school's time zone early, under `Settings → Organization` (web console).
> Picking your home airport during setup fills it in, but if you typed the field by hand it
> will still be empty. Until it is set, two people can see different times for the same
> booking, and multi-day bookings cannot be enabled at all. See
> [Why the schedule shows airport time](https://www.aerscheduler.com/docs/scheduling/airport-time-and-time-zones).

## A sensible first week

Setup gets you bookable. This is the order that gets you _useful_, unless your checklist
already put a different module first.

1. **Get your fleet in**

   Aircraft first, then simulators and classrooms. Rates and meters matter here, because
   billing and maintenance both read them.

2. **Set your instruction rates**

   A lesson cannot be priced until its instruction type has a rate.

3. **Invite your instructors, then your students**

   Roles decide what each person sees and can book. See
   [Roles, and what each one can do](https://www.aerscheduler.com/docs/getting-started/roles-and-permissions).

4. **Decide your booking rules**

   Who may book what, and whether members need a card on file. See
   [Booking rules and settings](https://www.aerscheduler.com/docs/scheduling/booking-rules-and-settings).

5. **Put maintenance due dates in**

   So the schedule knows when a tail should stop flying. See
   [How maintenance tracking works](https://www.aerscheduler.com/docs/maintenance/how-maintenance-tracking-works).

6. **Book a real flight and close it out**

   One end-to-end flight tells you more about whether your rates and roles are right than
   any amount of settings review.

## What to do next

- [Add an aircraft](https://www.aerscheduler.com/docs/getting-started/add-an-aircraft): Tails, meters, rates and a home base.
- [Invite people](https://www.aerscheduler.com/docs/getting-started/invite-people): Email invitations with roles attached, or share your join code.
- [Every setting](https://www.aerscheduler.com/docs/getting-started/settings-reference): What lives on each tab of Settings, and what it changes.
- [How scheduling works](https://www.aerscheduler.com/docs/scheduling/how-scheduling-works): The board, and the life of a booking.
