Playbooks

The Situation

A lot of schools run fee collection out of a spreadsheet and a receipt book, and mark attendance in a physical register. Reconciling who has actually paid becomes a manual, once-a-week job, and every circular means updating a dozen separate WhatsApp groups by hand.

How It Works

The office sets up fee structures once per class in the Fees module, and records each payment against a mode — UPI, card, net banking, Razorpay, cash, cheque or DD — with a numbered receipt generated immediately. Attendance is marked once, in the portal or via a connected biometric device, and Communication sends one announcement out by email and in-app instead of updating groups one at a time. Role-based access means the accountant, the class teacher, and the admin each see only what their role needs.

What It Looks Like in Practice

• Fee structures are set up once per class and academic year, not re-typed every term
• Each payment carries its mode and a reference number the office enters, so matching the bank statement is faster, even though it isn't automatic
• Attendance is marked once and read by the parent in the app — no second register to tally at month end
• One notice reaches the parent app instead of a dozen manually updated WhatsApp groups — note that nothing is emailed or pushed today