Dashboard

Your home screen. It walks you through setting up your school, shows today's numbers and the month's fee collection, flags locked parent logins, and lists who is absent so you can message their parents.

What you see when you log in

The app opens on the Dashboard. From top to bottom you'll see:

  • A sample data banner, while the sample school that comes with the app is still loaded.
  • Set up your school: a ten-step checklist, shown until every step is done.
  • Five stat cards: students, staff, today's attendance and fees.
  • Quick actions for the jobs you do every day.
  • Fee Collection Splits, Locked parent logins, Admissions Funnel and Parent App Adoption.
  • Recent Announcements and Absent Today.

The first time you open the app, a short welcome form asks for your school name, your name, a mobile number and the modules you need. Fill it in to continue.

The top of the Dashboard with the setup checklist, stat cards and quick actions

Sample data and starting fresh

A new app comes loaded with a sample school, so every page shows what it looks like in use. While it's there, the Dashboard shows a banner: You're looking at sample data for <sample school>. Explore it, then clear it to set up your own school.

  • 1Click Clear sample data on the banner.
  • 2Read what will be removed, type CLEAR in the box, and click Clear sample data.

This deletes every sample record: students, parents, staff, classes, subjects, fee types, dues, receipts, attendance, exams, marks, timetable and announcements. Anything you added yourself stays, and so do your own login and staff record. The sample school's name, address, phone, email, logo and UDISE code are blanked, and receipt numbers restart at 1.

This can't be undone. There's no way to bring the sample data back, so explore first. Then fill in your own details in School Settings.

Set up your school

The checklist card shows your progress, for example 8 of 10 done. Each step has a button that opens the right page: Start for a step still to do, Review for one that is done. Once all ten are done, the card disappears.

StepOpensTicks when
Classes addedClassesThe school has at least one class-section.
Staff addedTeam ManagementThe school has at least one staff member.
Students importedImport StudentsThe school has at least one student.
Attendance markedAttendance EntryAttendance has been saved.
Message sentAttendance EntryA message has gone to a parent: an absence message, an announcement, or any message in the Message Log.
Receipt issuedFee ManagementA fee has been collected.
Connect RazorpaySchool SettingsThe Razorpay key and secret are saved. See Fee Reminders & Online Payments.
Connect WhatsAppSchool SettingsThe WhatsApp sender and token are saved. See WhatsApp & Messages.
Parent invites sentStudent DirectoryAt least one parent has been invited to the Parent App.
Choose report card templateSchool SettingsA report card template is chosen.
The sample school counts too, so while it is loaded most steps already show as done. When you clear the sample data, the checklist starts again from your own records.

The five stat cards

Click any card to open the page behind it.

CardWhat it showsOpens
StudentsNumber of students in the school.Student Directory
StaffNumber of staff records.Team Management
Today's AttendanceStudents marked Present today, as a percentage of all students.Attendance Entry
Fees (month)Fees received this month, e.g. Fees (November) ₹38,500.Fee Management
Fees OverdueUnpaid balance on dues whose due date has passed.Fee Management
Tip: Today's Attendance counts every student in the school. It stays low until every class has been marked for the day.

Quick actions

Mark Attendance opens Attendance Entry, Add Student opens the Student Directory, Collect Fee opens Fee Management and Announcements opens Communications.

The Pro cards

  • Fee Collection Splits: this month's total, split into online payments, cash, and UPI, bank or cheque paid at the office. It also shows reminders sent and messages failed today, and how many students are overdue. Fee Manager opens Fee Management.
  • Locked parent logins: parents locked out after wrong PINs, with Re-invite to unlock. See Parent App.
  • Admissions Funnel: enquiries this month, how many enrolled, and the conversion rate. See Admissions CRM.
  • Parent App Adoption: how many parents are invited, have logged in and have installed the app, with Invite Parents.
The Fee Collection Splits and Locked parent logins cards

Recent Announcements and Absent Today

Recent Announcements lists the newest notices with their date and audience. Click View all announcements to open Communications.

Absent Today lists every student marked Absent today with their class. Click WhatsApp on a row to open a chat with that student's parent, with the absence message already typed. If attendance hasn't been marked yet, or nobody is absent, the panel says so.

If a number looks wrong

  • Students shows 0: import or add students from the Student Directory.
  • Today's Attendance is 0%: no class has been marked today. Click Mark Attendance.
  • Fees Overdue is ₹0 but parents owe money: dues only count as overdue once you've generated them and the due date has passed. See Fee Management.