Demo Guide
Portal demo guide
Every page in the Carey portal, explained.
A complete reference for the demo session. Each card describes what the page does, who it's for, and links directly to the live experience.
25
Total pages
4
Role-based hubs
4
Mobile app views
6
Workflow confirmations
Portal entry
2 pagesPortal Home
Brand landing page showcasing Carey's four role-based hubs, campus grid, and the platform framework. Sets the scene for the whole demo.
Login
Shared sign-in experience. Type staff, parent, student, or community to route into the matching hub. Shows how one entry point serves all audiences.
Staff experience
3 pagesStaff Hub
Daily staff dashboard — principal update, today's timetable, action centre with pending approvals, attendance stats synced from Compass, and quick links into Canvas, Oracle, and SharePoint.
Staff Policies
Searchable policy library with acknowledgement workflows. Staff can find, read, and acknowledge policies like Child Safety and Assessment in one place instead of digging through email.
Admin Approvals
Staff-facing review queue for parent-submitted changes. Approve or reject emergency contact updates and consent changes with a governed audit trail.
Parent experience
2 pagesParent Hub
Family dashboard with child switcher (Oliver Y10, Grace Y7), action centre for permissions and RSVPs, today-at-a-glance for the active child, and a self-service profile update form.
Parent Profile
Full family self-service workflow — update contacts, review emergency details, manage excursion permissions, view consent history. Submitted changes go to the staff approval queue.
Student experience
2 pagesStudent Hub
Student dashboard with day-cycling timetable (Wed/Thu/Fri), assignment list pulled from Canvas with progress and due dates, learning resources, and wellbeing support pathways.
Student Subject
Deep-dive into English — current essay task with teacher feedback, revision checklist, study scaffold, and a direct path to request mentor or learning support. Shows the portal goes beyond a summary dashboard.
Community experience
4 pagesCommunity Hub
Alumni and giving dashboard — featured events, scholarship fund appeal, impact storytelling, community profile update form, and quick links to events, giving, and volunteering.
Event Registration
Class of 2016 Reunion ticket purchase with full checkout flow. Simulates a HubSpot payment link creating an order, contact record, and follow-up segmentation.
Giving
Scholarship Fund donation page with credit card checkout. Shows receipt preparation, donor acknowledgement, and stewardship follow-up — the full giving journey in one experience.
Community Story
Editorial content page for alumni storytelling. Proves the community hub can feel warm and editorial, not just transactional forms and widgets.
Calendar
3 pagesSchool Calendar
Full month-view calendar with 6 months of events (Apr–Sep 2026), role-based filtering, and an Add Event form with a rules engine that auto-selects resources and generates smart prompts based on event type, venue, time, capacity, and category.
Calendar Demo (Workflow)
Original workflow demo — audience-specific calendar views (parent, staff, student, approver), draft/approve/publish workflow, clash management, and Outlook feed model.
Event Approvals
Approval queue for draft events. Review venue clashes, resource conflicts, and audience targeting. Approve, request changes, or publish — the governance layer between event creation and publication.
Cross-portal
1 pageNotifications
Cross-portal notification feed that updates based on actions taken elsewhere — approvals, registrations, donations, and system events all surface here.
MyCarey Mobile App
4 pagesApp Picker
Mobile entry point — choose Staff, Parent, or Student to open the matching native-feeling app experience. Designed for app wrapper deployment.
MyCarey Staff
Staff mobile app — timetable, action items, approvals, quick links to Compass/Canvas/Oracle, calendar with filters, notifications, and profile settings.
MyCarey Parent
Parent mobile app — child switcher (Oliver/Grace), permissions, family events, at-a-glance stats, calendar, alerts, and family profile management.
MyCarey Student
Student mobile app — day-cycling timetable, assignment tracker with progress, wellbeing pathways, calendar, alerts, and house/co-curricular info.
Workflow confirmations
6 pagesParent Update Submitted
Confirmation after a parent submits a profile change. Shows the update is queued for staff review with a link to the approval queue.
Approval Complete
Confirmation after staff approves a parent change. The record is published and the audit trail is updated.
Event Confirmation
Post-purchase confirmation with HubSpot order proof — order ID, contact ID, line item, and event name. Shows the CRM integration behind the experience.
Donation Confirmation
Post-donation confirmation with receipt status, gift acknowledgement, and stewardship follow-up. Proves the giving flow is operationally real.
Forgot Password
Password recovery flow completing the login journey. Can later map to HubSpot memberships or SSO provider recovery.