Lazarus is your all-in-one platform for managing enrollment applications, family contacts, billing, and team collaboration. This guide will orient you around the platform and help you understand what to do first.
Your First Steps
When you log in for the first time, you'll land on the Welcome page. This is your onboarding home base — it tracks what you've set up and what still needs attention before you start enrolling families.
The Welcome page has two tabs:
- First Steps — A guided checklist of everything you need to configure. Each item links directly to where you need to go, and a checkmark appears once it's complete.
- Invite your Team — A quick way to send invitations to your colleagues so they can join your organization on Lazarus.
The Onboarding Checklist
Your First Steps checklist walks you through six setup tasks, roughly in the order you should complete them:
- Connect to Stripe — Link your Stripe account so you can accept payments. This opens Stripe's secure onboarding process in a new tab.
- Read: How payments work at Lazarus — Review the payment documentation so you understand processing fees, accepted payment methods, and how funds flow to your account.
- Add your branding — Upload your logo and set your organization's public-facing details. This takes you to Account > General.
- Add your team — Invite staff members to collaborate. This takes you to the Staff page where you can send email invitations with role assignments.
- Create your first school year — Set up an academic year so you can associate enrollment applications with it. This takes you to Account > General.
- Create an enrollment application — Build your first application form, set pricing, and get ready to invite families to apply.
You can complete these steps in any order, but we recommend following the sequence above — each step builds on the one before it. For example, you'll want Stripe connected before you create an application that charges a fee.
Navigating Lazarus
The left sidebar is your main navigation. Here's what each section does:
- Welcome — Your onboarding checklist (this disappears once setup is complete).
- Families — Where you manage guardians, students, and household contacts. This is also where contact data from submitted applications ends up.
- Applications — Where you create enrollment application forms, invite families to apply, and review submissions.
- Staff — Where you manage your team: invite new members, assign roles, and view who has access.
- Account — Your organization's settings, including profile details, school years, taxonomy configuration, and your Stripe banking connection.
In the top-right corner, you'll see your organization name and your profile avatar. Click the avatar to access My profile or Log out.
When Is Setup Complete?
Once you've finished all six checklist items, the Welcome page will redirect you to the Families page, and the Welcome link in the sidebar will be replaced by the standard navigation. You can always access your settings and configuration through the Account section at any time.
Ready to get started? The next guide walks you through creating your account.
