Operator (school office)
The Operator runs the school's setup and day-to-day records: admissions, fees, staff, classes and settings. Everything is in the left-hand menu of the Dashboard.
First-week setup checklist
Do these in order. Each one depends on the step before.
- Settings. Check the school name, address and contact numbers. Upload the School Logo, the School Stamp / Seal and the Authorised Signature. They appear on receipts, certificates and report cards.
- Classes. Add the sections for each class (for example 5-A, 5-B) and assign a class teacher.
- Subjects. Add the subjects and link them to classes.
- Staff. Add every staff member with their role (Teacher, Accountant, Receptionist, Principal, Non-teaching staff…). Give each person their sign-in details privately. You can import a whole list from Excel. Then share the office work: click Duties next to a person to give them Fee Collection, Admissions Desk and so on (see the Roles, duties and My work guide).
- Students → Admission. Add students one by one, or import from Excel. A parent login is created automatically from the parent's mobile number.
- Fees. Create fee plans (tuition, transport, hostel…) and assign them to classes. Students in those classes are then billed.
- Timetable. Build the weekly timetable for each section.
- Optional modules: Transport (routes, buses, crew), Hostel (blocks, rooms, wardens), Gate Register, Online Payments.
Tip: import from Excel using the template offered on the import screen. Rows with a problem are listed with the reason, and the rest are still imported.
Everyday tasks
| Task | Where |
|---|---|
| New enquiry from a parent | Inquiries |
| Admit a student | Students → Admission |
| Find a student, edit details, print ID | Student Directory |
| Collect a fee and print a receipt | Fees (then Send receipt on WhatsApp if you like) |
| Cancel or refund a receipt | Fees → Collect → student → Receipts (you can do it directly; others need approval) |
| Late fee on overdue instalments | Fees → Fee Plans → plan → Late fee |
| Approve concessions / cancellations asked by others | Approvals |
| Remind parents about unpaid fees | Fees → Reminders: app reminder in one click, or WhatsApp each family |
| Choose which automatic alerts parents get | Settings → Alerts to parents & staff |
| See who paid online | Online Payments |
| Send a notice to parents or staff | Announcements |
| School holidays and events | Calendar |
| Bonafide / other certificates | Certificates |
| Transfer Certificate | Transfer Certificates |
| Staff attendance and leave | Staff Attendance |
| Monthly salaries | Staff Salaries |
| Give staff duties, change what a role may do | Roles & Access |
Year end
- Finish exams and Report Cards.
- Go to Year-End / Promote and move each class to the next one. Students who leave get a TC and move to Former Students.
- Create the new year's fee plans.
Staff left the school?
Open Staff, find the person and deactivate them. They can no longer sign in, and their past records are kept.
Who did what?
Audit Log shows every important change: who made it and when.
Report cards
Report Cards → Schemes → + New scheme. Start from the CBSE, Maharashtra or Simple template, choose the classes, and for each term add the exams that make it up with their weight (for example Periodic Test 10 + Notebook 5 + Subject Enrichment 5 + Half-yearly 80). Enter notebook or activity marks as their own small exam. Adjust the grading scale and co-scholastic areas if your board differs.
Class teachers then add remarks and co-scholastic grades (Remarks & grades, with ✨ Suggest remarks to start from). Print the whole class from Report cards → Print all. When ready, the Principal (or you) clicks Publish for the term: parents and students see it in the app and get an alert.
Library
Library has the catalogue (import your register from Excel and print barcode labels), the issue and return desk, late fines and the overdue list with WhatsApp reminders. Give a teacher the Librarian duty so they can run it. See the Library guide.
Expenses and accounts
Expenses & Accounts records the school's spending with the bill photo. Your own entries count at once; the accountant's go to Approvals. The same screen shows income vs expense, a day-by-day cash book and a Tally XML export for your CA.