AdminsFinancial aid

Set up a sliding scale of income bands

A 60-second screen recording of a real school doing exactly this — and the same 7 steps written out below, in the labels you'll see on screen.

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How to set up a sliding scale of income bands

1Click Billing under Administration in the sidebar, then click the "Financial aid" tab
2In the Settings row, find "Sliding scale" and click the add button in its corner
3Fill "Label families see" — this is the wording families pick when they apply
4Enter "Income from ($)" and "up to ($, blank = no cap)"
5Enter "Percent off (%)" — it prefills the award when you approve an application
6Click Add band, then repeat for each step of the scale
7Bands should not overlap

Part of Financial aid, scholarships & ESA

Set the year's aid budget, take applications in the portal, decide them against a sliding scale, and let every award land on the invoice by itself — plus the ESA and scholarship paperwork states keep asking for.

All 13 videos in this group About this feature

Next in this group

Turn on the automatic sibling discountAdmins

Renew or end an expiring aid awardAdmins

Set your ESA vendor name so families can find youAdmins

Send an ESA invoice and record the paymentAdmins

Do it yourself in the live demo

Follow these steps in a real sandbox school — admin, teacher, family, and student views. Sample data resets daily.

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