Step 1: Complete institute onboarding

Open onboarding after signup and add your institute basics.

• Add institute name, phone, and WhatsApp number
• Save city, state, and address
• Confirm description and social links if available

Step 2: Create first course and batch

Set up your academic structure before admissions.

• Create course with clear naming and duration
• Create batch for active intake
• Assign staff or teacher ownership

Step 3: Capture and convert first enquiry

Test the lead workflow so your team can follow the same process daily.

• Add a first enquiry record
• Set follow-up and notes
• Convert qualified lead to student

Tips and Best Practices

• Keep required onboarding fields minimal for faster completion.
• Use one source-of-truth process for lead updates across team members.