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