Initial Setup
Configure your school management system for first-time use. Follow these steps in order.
Step 1: Academic Year
Create the academic year before anything else.
- Navigate to Settings → Academic Years
- Click Create Academic Year
- Enter year name (e.g., 2024-25)
- Set start and end dates
- Mark as current active year
- Save
Important: Only one academic year can be active at a time.
Step 2: Classes & Sections
Define your school's class structure.
Creating Classes
- Go to Academics → Classes
- Click Create Class
- Enter class name (e.g., Class 1, Grade 10)
- Set numeric order for display
- Set maximum capacity
- Save
Creating Sections
- Go to Academics → Sections
- Select the parent class
- Enter section name (A, B, C...)
- Assign class teacher
- Save
Step 3: Subjects
Set up subjects for each class.
- Navigate to Academics → Subjects
- Click Create Subject
- Enter subject name and code
- Assign to classes
- Set maximum marks
- Save
Step 4: Fee Structure
Configure fee heads and structures.
Creating Fee Heads
- Go to Fees → Fee Heads
- Create heads like Tuition, Lab, Library, Transport
- Set fee type (Monthly/Quarterly/Annual)
- Save
Creating Fee Structures
- Go to Fees → Fee Structures
- Select academic year
- Add fee heads with amounts
- Assign to classes
- Set due dates
- Save structure
Step 5: Add Staff
Register employees and create their login accounts.
- Go to Employees → Create
- Fill in employee details
- Save the employee record
- Go to Settings → User Accounts
- Create login account for the employee
- Assign appropriate role
- Set initial password
Tip: Create all departments and designations first before adding employees.
Step 6: Add Students
Add students manually or import in bulk.
Manual Entry
- Go to Students → Create
- Fill in student and guardian details
- Assign class and section
- Save
Bulk Import
- Go to Students → Import
- Download sample template
- Fill in student data
- Upload and map columns
- Confirm import