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Getting Started
Checklist for getting started with ClassEquity
Checklist for getting started with ClassEquity

Get your ClassEquity account up and running in just 15 minutes with this checklist!

Katie Gracey avatar
Written by Katie Gracey
Updated over a week ago

Prefer to watch a video? Follow along with Katie as she sets up her classroom here:

1. Add your classes

  • Click on the + sign on the left-hand side of the screen.

2. Add your bonuses and fines

Give bonuses and fines to reinforce classroom values!

  • Click on any class > Setup > Bonuses

    • Note: Your settings will be shared across all classes.

  • Select "Add Suggested Bonuses" to get started with our recommended bonuses.

    • Click the pencil icon on the right to edit suggested bonuses to fit your classroom.

  • Select "Add Bonus" to add custom bonuses.

    • We recommend adding 5-10 bonuses between $5-$20.

  • Click "Fines" at the top of the page and repeat (if fines don’t speak to you, feel free to skip them!).

    • We recommend adding 3-7 fines between $5-$20.

Pro Tip: The bonuses and fines you select during the set-up process will pre-populate when you click to send a bonus or fine. You can also send customizable transactions on the fly!

3. Add your bills

Students use their income to pay bills, such as rent for their desk, to practice budgeting in a safe space

  • Click "Bills" at the top of the page.

  • Select "Add Suggested Bills" to automatically apply our recommendations

  • We recommend charging a total of $100 in bills monthly and recommend $80 for rent and $20 for utilities.

  • Select "Add Bill" to include any custom bills.

  • Teachers have gotten really creative with these such as charging an AC bill in the summer and heating bills in the winter.

  • We recommend sending bills on the first of every month. See Pro-Tip below to learn about Auto-Pay.

Pro Tip: Turn on Auto Expense to automatically send bills to your students.

  • Click Edit Class > Auto Expense check box > Choose weekly (on Fridays), biweekly (first and third Friday of every month), or monthly (first Friday of the month).

4. Add your store items

Students learn to budget, set goals, and use their savings to purchase rewards from the classroom store.

  • Click "Store" at the top of the page > then "All Items"

  • Select "Add Suggested Items" to automatically apply our recommendations.

    • The majority of our suggested items are free for teachers!

  • Select "Add Item" to include any custom items.

    • Select one of our preset images or upload your own.

    • We recommend adding a range of items anywhere between $5-$100. A $5 item might be a smaller item such as a piece of candy, a medium $50 item may be sitting at the teacher's desk, and a larger $100 item may be a homework pass.

  • Return here to close the class store and edit store items, or click “Store Transactions” to view student purchases.

Pro Tip: Create your store list with your class to build excitement and engage students!

5. Add your jobs

Classroom jobs allow students to take ownership of class routines and make your life easier!

  • Click "Jobs" at the top of the page.

  • Select "Add Suggested Jobs" to get started with our recommended jobs.

  • Select "Add Job" to add any custom jobs.

    • We recommend students earn a total of $100 per month to balance their bills and so they are incentivized to earn bonuses. Consider how often you are paying your students. If you plan to pay them weekly set salaries between $20-30, biweekly $40-60, or monthly $90-110.

  • Optional: Add "Student" Job

    • Pay all students a "Student" salary if you do not have classroom jobs for everyone so that all students have a source of income.

    • Once you’ve added your students, make sure to hire ALL students to the student job so they receive this paycheck.

  • Turn on autopay to automatically send paychecks to your students.

    • Click Edit Class > Auto Pay check box > Choose weekly (on Fridays), biweekly (first and third Friday of every month), or monthly (first Friday of the month).

  • Return here to hire students, view applications, and edit your jobs.

Pro Tip: Align job responsibilities with your classroom routines to simplify classroom management. Learn more about creating meaningful jobs and leveraging teamwork here.

6. Copy over settings to your other classes

If your settings will be the same in your other classes, easily import those settings.

For a NEW class:

  1. When you are creating a class, check "Apply Settings"

  2. Select the class you would like to import settings from in the drop-down

  3. All settings (bonuses, store items, jobs, expenses, and fines) will be added to your new class

For an EXISTING class:

  1. Click the settings wheel next to the name of class you would like to import your settings to and select "Import Settings"

  2. Select the class you would like to import settings from in the drop-down

  3. Select the settings you would like to copy over

    Please note: Importing settings from another class will overwrite all previous settings in the selected categories

  4. Confirm your selection and enjoy all the time you just saved!

7. Add your students!

Choose if you would like to quickly add all students at once with a class code, input students on your side with a username and password, or import student info from an Excel or .csv document.

  • Click the class on the left hand side that you would like to add students to.

  • Select "Add Student"

To add students with class code

  • Select "Class Code."

  • Project the class code or write the code on the board.

  • Have students go classequity.com > then click Sign Up > Student

  • They will then be prompted to type in their class code, name (optional), and chosen username and password.

To add students manually

  • Select "Student Info.

  • Input their name (optional), and chosen username and password.

To import students

  • Download the student info template from the pop up or below (Download one for each class)

  • Fill out with student information

    1. Note: Be sure to keep the exact title wording (case sensitive) and order

  • Select the document that corresponds with the roster for that class and upload!

To add students with a school subscription

  • Search for the student's name and select the desired student.

  • If they have not already been added, select "Add another student."


🎉 Congratulations! Your ClassEquity setup process is complete….Let the fun begin!

Want to learn even more about ClassEquity? Check out our 10 min or 2 min demo of ClassEquity or shoot us a message in the chat, we'd love to answer any questions you may have!

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