Onboarding

From registration to go-live

This is the same checklist our onboarding team and dealers walk through with every institute. Each item links to the equivalent screen on the demo school so you can see the finished state before you start.

Three steps

Register

Fill the short form: institute, board, admin contact and the sub-domain you want. Your site is created automatically.

Set up

Follow the onboarding checklist: settings, users, classes, students (import from Excel), fee structures, WhatsApp / SMS sender.

Go live

Parents get OTP logins, teachers mark attendance from day one. Our team checks the go-live gates with you.

Go-live gates

Tick every item with your own data before hand-over. Typical timeline: one to three weeks for a school of 300–1,500 students.

  1. Institute Settings — Name, board, UDISE code, affiliation, address, logo, language (English or Hindi), academic year, bell schedule, state rule-pack. See it on the demo: demo.quickvidya.com/app/institute-settings (sign in with a demo login: demo-logins)
  2. Roles & users — Principal, admins, accountant, front office, every teacher (Instructor + Employee), class teachers per section. See it on the demo: demo.quickvidya.com/app/user (sign in with a demo login: demo-logins)
  3. Masters — Classes / sections (Program + Student Group), subjects (Course), houses, rooms, bell schedule, holidays. See it on the demo: demo.quickvidya.com/app/student-group (sign in with a demo login: demo-logins)
  4. Students — Import via the Migration Workbench with 0 blocking errors; guardians and siblings linked; photos uploaded. See it on the demo: demo.quickvidya.com/app/migration-batch (sign in with a demo login: demo-logins)
  5. Fees — Fee structures per class / category, concessions, opening dues reconciled to legacy totals (±₹0). See it on the demo: demo.quickvidya.com/app/fee-structure (sign in with a demo login: demo-logins)
  6. Payments & receipts — Gateway live (₹1 UPI test refunded), receipt numbering series, 80C split verified. See it on the demo: demo.quickvidya.com/app/fee-receipt (sign in with a demo login: demo-logins)
  7. WhatsApp / SMS — Sender live, templates approved (absent alert, fee reminder, receipt, notice, homework, OTP); DLT header; quiet hours. See it on the demo: demo.quickvidya.com/app/message-log (sign in with a demo login: demo-logins)
  8. Parents & teachers — Parent activation ≥ 50 % in week one (OTP login on a low-end Android); attendance marked for every section on day one. See it on the demo: demo.quickvidya.com/pwa
  9. Timetable & homework — Timetable active, substitutions tested, homework and diary flowing to parents. See it on the demo: demo.quickvidya.com/app/timetable (sign in with a demo login: demo-logins)
  10. Public website — Mandatory Disclosure page (CBSE), admissions form, TC verification page, notices. See it on the demo: demo.quickvidya.com/mandatory-disclosure
  11. Report cards — Board template approved by the principal on last year's data. See it on the demo: demo.quickvidya.com/app/hpc-assessment (sign in with a demo login: demo-logins)
  12. Compliance — DPDP consent captured at import / first login, privacy notice in English and Hindi, statutory registers printing. See it on the demo: demo.quickvidya.com/app/consent-record (sign in with a demo login: demo-logins)
  13. Backups & training — Backup verified, restore drill done; admin (4 h), teachers (1 h + video), parents (WhatsApp walkthrough); support channel + SLA shared. See it on the demo: demo.quickvidya.com/app/compliance-document (sign in with a demo login: demo-logins)

Not a K-12 school?

Coaching institutes

Batches instead of sections, test series with ranks, EMI plans, DRM video — the same checklist minus board report cards.

Preschools

Daily diary (meals, naps, photos), pickup-authorised persons, milestone logs; fees usually monthly.

Colleges / universities

Programmes, semesters and CBCS registration, exam cell, CO-PO attainment, placements; start from Institute Settings → Higher Education.

Help along the way

Every paid plan includes onboarding help on WhatsApp and email. Assisted migration (you send the files, we load them), on-site training and a dedicated account manager are available as services.

Register your institute Talk to onboarding

Bring your data

Excel / CSV templates per entity with sample rows and bilingual headers are inside your site under Migration Workbench. Fee opening balances are reconciled against your legacy totals before go-live; every import batch can be rolled back.