Adding a School Managed Account

Adding a School Managed Account

Access:  Kindo Payables Administrator

School Managed accounts can be used for those families that haven’t yet set-up their myKindo account but have an email address on your SMS. Our recommendation is for caregivers to create their own myKindo account, even if they don't intend to pay online. This ensures they still get the email reminders and the electronic receipts. School managed accounts should be used sparingly.

For full definitions of myKindo accounts, School managed accounts and link to me accounts, and when to use them, click here.

In circumstances where it is necessary to use a School managed account, it essentially allows the school to manage the myKindo account, using the caregivers email address but diverts email notifications to the school, using the diversion email address set-up during training.  

  • You can use the POS page to receipt payments received in person or via the school bank account, even before the family has set up their myKindo account. 
  • It keeps the payment record with the correct caregiver.
  • Donation receipts are made out correctly.
  • You can easily hand over the School Managed Account to the caregiver when they're ready, with their transaction history intact.

1.    Select POS from the main Kindo School Admin Home page.

2.    Start typing the student’s first or last name until a list of students appears and select the correct student from the list by clicking on their name. 


3.    Select Add school managed account

4.    A pop-up box will appear with the caregiver’s information.  Use the select button to select the caregiver you are wanting to create a school managed account for.


5.    A confirmation box will appear, confirming a School managed account has been created.  Select OK.

6.    The School Managed account will then appear on your POS page with a graduation hat icon.


NOTE: Accounts that are managed by the caregivers will also appear, but with the  icon.

All email notifications for a school managed account will be diverted to the school diversion email, but the payment transaction history will remain with the myKindo account.


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