First-day setup
Structure, sessions, and the order that makes everything else easy.
Do these once, in this order — everything else hangs off them.
Open Campuses. Add each campus, then inside it: wings (e.g. Primary, Secondary), programs (the classes — Grade 1, Grade 2…), and sections (Grade 1-A, 1-B) with capacities. Subjects attach per program.
In Configurations, create your session (e.g. 2026–27) with start and end dates and mark it active. The header chip shows the working session — switch it any time to view an archived year read-only.
Still in Configurations: set working days, the regular start time (drives late-arrival tracking), and holidays on the calendar.
Create staff in Staff and logins with roles in Roles & users. Give each person the narrowest role that does their job — screens, reports and money views follow automatically.
Define fee heads (tuition, admission, transport…) and fee structures per program in Fee setup. Add your financial accounts (cash desks, bank accounts) in Finance so collections land somewhere real.
Admit one test student, generate one challan, collect it at the Collect desk, and check it appears in Reports → Collections. If that round-trip works, your plumbing is right.