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Quick Start/Quick Start: from zero to first report card

Quick Start: from zero to first report card

The end-to-end path in ~10 minutes: school, year, classes, students, fees, results.

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10 min
Updated 2026-07-05
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Quick Start

By the end of this guide you'll have a live school with students, a fee structure, a first payment, and a printable report card.

1. Create a school

Go to Admin → Schools → New School. Provide:

  • Legal name & short name
  • District & sub-county
  • Primary contact & phone
  • School type (Primary, O-Level, A-Level, Mixed)

2. Create an academic year

School → Academic → Academic Years → Add Year. Set start/end dates and mark it active.

3. Create classes

Under School → Classes, add each stream (e.g. P1, S2 East). Assign a class teacher.

4. Import students

The fastest path is Data Management → Students → Import.

bash
# Recommended file format
students.xlsx
  columns: registration_no, first_name, last_name, class, dob, gender, parent_phone

The importer validates every row, deduplicates by registration_no, and shows you every rejected row before commit.

5. Import teachers

Same wizard, under Data Management → Teachers → Import.

6. Create fee structures

Bursar → Fee Structures → New. Add a structure per class-per-term with individual line items (tuition, meals, transport, uniform).

7. Collect your first fee

Any parent with a Pay Code can pay via MTN MoMo, Airtel Money, bank, or cash. Confirm the receipt in Bursar → Collections.

8. Generate a report card

School → Report Cards → Generate. Pick a class, term, and template. Signed PDFs are produced with a QR that resolves to the public verification portal.

Result

You now have a running school with a payment, a receipt, and a verifiable report card.

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