demo2 — User Manual
Complete reference guide for administrators, teachers, staff, and parents. Use the sidebar to jump to any section, or search above.
- 1Open your school's portal at yourschool.schoolo.in in any browser.
- 2Enter your email address and password provided by your administrator.
- 3Click Log In. You will be taken directly to your role-specific dashboard.
- 4Use the left sidebar (or hamburger menu on mobile) to navigate between modules.
- 5To change your password, click your name in the top-right corner → Change Password.
- 6Always Log Out from the top menu when using a shared computer.
| Role | Access Level | Key Capabilities |
|---|---|---|
| Admin | Full access | Manage all modules, staff, fees, reports, settings |
| Teacher | Classroom | Attendance, homework, timetable, marks, announcements, PTM |
| Accountant | Finance | Fee collection, expense tracking, income records, payroll |
| HR | Staff & Payroll | Staff profiles, leaves, attendance, payroll processing |
| Receptionist | Front Desk | Admissions, visitor log, announcements, student enquiries |
| IT Staff | Technical | Student/staff data, ID cards, timetable, QR attendance |
| Transport | Transport | Manage routes, assign students, track transport fees |
| Librarian | Library | Books catalogue, issue/return, due date tracking |
| Security | Gate | Visitor log, gate pass, student entry/exit tracking |
| Student | Self-service | View attendance, homework, timetable, fees, results |
| Parent | Child view | Child's attendance, fees, homework, announcements |
- 1Go to Students in the sidebar. The list shows all enrolled students with class, section, and roll number.
- 2Click Add Student to create a new record. Fill in name, date of birth, class, section, parent details, and contact info.
- 3Upload a student photo for ID cards and face attendance.
- 4Click any student's name to view their full profile — attendance history, fee records, homework, and results.
- 5Use Promote Students at year-end to move all students to the next class in bulk.
- 6Use the Export button to download student data as Excel/CSV.
- 1Share the public admission URL yourschool.schoolo.in/admissions/apply with prospective parents.
- 2Parents fill the online form with student details and upload required documents.
- 3In Admin → Admissions, review submitted applications in the Pending tab.
- 4Click Approve to convert the application to a full student record, or Reject with a reason.
- 5After approval, assign the student to a class and section from the Pending Sections view.
- 6A sibling check is available — search by admission number to link siblings and auto-fill parent details.
- 1Go to Classes. Click Add Class and enter the class name (e.g., "Class 1", "Grade 10").
- 2Inside each class, add Sections (e.g., A, B, C) and assign a class teacher.
- 3Set capacity (maximum students per section) to prevent over-enrollment.
- 4Use Manage Class to bulk-assign students between sections within a class.
- 1Go to Subjects and click Add Subject. Enter the subject name and code.
- 2Assign the subject to one or more classes and optionally to a specific teacher.
- 3Subjects assigned to a class appear in the Timetable, Exams, and Homework modules automatically.
- 1Go to Timetable. Select a class and click Create Timetable.
- 2Assign subjects and teachers to each period slot for each day of the week (Monday–Saturday supported).
- 3Set School Timings (from the School Settings) to define period start/end times and break slots.
- 4Use Import Timetable to bulk-upload via the provided Excel template — download the sample first.
- 5Teachers can see their personal timetable in their portal. Students see their class timetable.
- 6The Bell Player automatically plays a bell sound at period change times based on your timings.
- 1Go to Teachers and click Add Teacher. Enter name, email, phone, and qualification.
- 2A login account is automatically created for the teacher with the provided email. Share the portal URL and their email with them — they set their password on first login.
- 3Assign teachers to classes and subjects from the Subjects module.
- 4View each teacher's attendance record and assigned timetable from their profile.
- 5Print a teacher's QR code for biometric-free attendance scanning.
- 1Go to Staff and click Add Staff. Enter name, email, phone, and select their role (Accountant, HR, Receptionist, IT, Security, Transport, Librarian, Peon).
- 2The role determines which modules they can access. A Librarian only sees library; Security only sees gate and visitor logs.
- 3Staff attendance can be recorded daily from Staff Attendance in the admin menu.
- 4Create Admin Users (full access) separately from Admin → Admin Users.
Schoolo supports three attendance methods — use any or all together.
| Method | How it Works | Best For |
|---|---|---|
| Manual | Teacher marks present/absent per student in the portal | All schools |
| QR Code | Students/staff scan their personal QR code at entry | Self-service entry points |
| Face Recognition | Automatic marking via the AI face attendance app | Zero-touch automated entry |
- 1For manual attendance: Teachers go to Attendance, select their class, and mark each student.
- 2For QR attendance: Print student QR codes from their profiles. Set up an admin QR scanner at the gate via Admin → Attendance → QR Scanner.
- 3For face recognition: Install the Schoolo Face Attendance app on a tablet at the entry gate. Students are auto-marked as present when their face is detected.
- 4View attendance reports per class/student from Attendance Report. Filter by date range and export as PDF.
- 5Staff attendance is tracked separately under Staff Attendance. View the full staff attendance report by date.
- 1Staff/teachers apply for leave from their portal: My Leaves → Apply Leave. Enter dates, leave type, and reason.
- 2Admin sees all pending leave applications under Admin → Leave Management.
- 3Click Approve or Reject. The staff member is notified of the decision.
- 4Approved leaves automatically reflect in staff attendance records for those dates.
- 1Go to Fees → Fee Structures and click Create Fee. Enter fee name (e.g., "Tuition Fee"), amount, and assign it to a class or all classes.
- 2Set the due date and optionally a late fine per day.
- 3To collect payment: go to Fees → Collect Fee, search for a student by name or admission number, and record the payment.
- 4A payment receipt is automatically generated and can be printed or shared with parents.
- 5View Fee Records for a student to see their full payment history and outstanding balance.
- 6The Defaulters report shows all students with pending fees. Send reminders directly from this screen.
- 7Use Fee Report for a class/date-wise collection summary — useful for daily cash reconciliation.
- 1Go to Payroll → Setup Staff for each staff member. Enter their basic salary, allowances (HRA, conveyance, medical), and deductions (PF, tax).
- 2Each month, go to Staff Payroll, select the month, and click Generate Payroll.
- 3Attendance-based deductions are applied automatically for days absent (if configured).
- 4Review and approve payslips. Staff can view their own payslip in their portal.
- 5Export payroll as Excel for bank transfer processing.
- 1Go to Expenses → Categories and create categories (e.g., "Utilities", "Stationery", "Maintenance").
- 2Click Add Expense. Enter the amount, category, date, and description. Optionally attach a receipt image.
- 3View the Expense Report filtered by category or date range to analyse spending.
- 1Use Income → Categories to define income types (e.g., "Donations", "Canteen", "Events").
- 2Add income entries with amount, source, date, and notes.
- 3The Income Report gives a consolidated view of all non-fee earnings for any period.
Event Collections lets you raise a one-time payment request (e.g. Annual Day, School Trip, Sports Kit) targeted at a specific class/section. Students can pay online or teachers can mark cash payments class-wise.
- 1Go to Finance → Event Collections → New Collection.
- 2Enter a title (e.g. "Annual Trip 2025"), description, amount (₹), optional due date, and target class/section. Leave class blank to target all students.
- 3Click Create. The system auto-generates a pending payment entry for every matching student and sends a push notification.
- 4On the collection detail page, use Mark Paid per student or Bulk Mark Paid for a whole class.
- 5Once all payments are collected, click Close Collection to archive it.
- 1Students see pending collections on their portal under Collections.
- 2Click Pay Now → redirected to Razorpay checkout. Payment confirmation is automatic.
- 1Go to Exams and click Create Exam. Enter the exam name (e.g., "Mid-Term 2025"), select classes, subjects, dates, and maximum marks.
- 2After the exam, teachers enter marks per student per subject from their portal (Exams → Enter Marks).
- 3Admin reviews entered marks and clicks Publish Results to make them visible to students and parents.
- 4Students can view their results and print report cards from the student portal.
- 5Set up Terms (e.g., "Term 1", "Term 2") to group exams by academic period.
The Yearly Result gives students (and teachers) a single combined view of marks across every term of the academic year — including co-scholastic grades for activities, discipline, and sports.
Student — View Yearly Result- 1In the student portal, go to Exams → Yearly Result.
- 2The page shows a subject-wise table with marks and grades for each term side by side.
- 3Co-scholastic grades (activities, discipline, sports, etc.) appear in a separate section below the academic marks.
- 4Click Print to generate a PDF annual result card with school letterhead.
- 1Open the student's profile from Teacher → Students.
- 2Click Yearly Result on the student's profile card to see the same consolidated view.
Online Exams lets teachers create timed multiple-choice exams that students take directly in their portal. Results are auto-evaluated the moment a student submits.
Teacher — Create & Manage- 1Go to Exams → Online Exams → Create Exam. Set the title, class, section, subject, and duration (in minutes).
- 2On the Questions page, add MCQ questions one by one. Each question has up to 4 options — mark the correct answer and assign marks.
- 3When ready, click Activate Exam. Students in the target class receive a push notification immediately.
- 4Monitor attempts in real time. Click Close Exam when the window ends — no new attempts are accepted after this.
- 5View the Results page to see each student's score, percentage, and per-question breakdown.
- 1Go to Exams in the student portal. Active exams appear with a Start Exam button.
- 2Answer all questions within the given time. A countdown timer is shown throughout.
- 3Click Submit (or the exam auto-submits when time runs out). Score and correct answers are shown immediately.
- 1Teachers go to Homework → Assign. Select class, section, subject, and submission date. Write instructions and optionally attach a file.
- 2Students see the homework in their portal under Homework, with the due date clearly shown.
- 3Students can submit homework online (file upload). Teachers review submissions from the homework list.
- 4Parents see homework assigned to their child from the parent portal.
Class Diary lets teachers post daily entries — homework reminders, notices, remarks, or general reminders — directly to students and parents. Parents can mark entries as read, formally acknowledge them, and add reply remarks.
- 1Go to Diary → New Entry. Select the date, type (Homework / Remark / Notice / Reminder), class, and section.
- 2Write the message. Optionally attach a file (worksheet, image, etc.).
- 3Submit — parents in the selected class/section receive a push notification instantly.
- 4From Diary → My Entries, view each entry's read count and acknowledgment count. Click Remarks to read any parent replies.
- 1Parents and students open Diary in their portal. Today's entries appear at the top.
- 2Click an entry to read it in full. Click Acknowledge to formally confirm you have seen it — the teacher is notified.
- 3To reply, click Add Remark and type your message. The teacher sees it in their Diary remarks view.
- 1Go to Reports and click Create Report. Choose the data source (Students, Attendance, Fees, etc.).
- 2Select columns to include, apply filters (date range, class, section), and choose a sort order.
- 3Save the report with a name to reuse it later. Reports are listed on the Reports index page.
- 4Export any report as Excel or PDF for sharing or record-keeping.
- 1Go to Certificates and click Create Certificate. Select the student and certificate type (Transfer / Bonafide / Custom).
- 2The system auto-fills student details. Edit any field as needed.
- 3Click Print to generate a print-ready PDF with your school's letterhead.
- 4All issued certificates are saved and can be re-printed at any time.
- 1Go to Library and click Add Book. Enter title, author, ISBN, category, and quantity.
- 2Use Import Books to bulk-add from the Excel template — download the sample file first.
- 3To issue a book: click Issue Book, search for the student, select the book, and set the return due date.
- 4When returned, click Return on the issued record. Overdue books are highlighted automatically.
- 5The Available Books view shows current stock count for each title.
- 1Go to Transport and click Add Route. Enter route name, vehicle number, driver name, and stops.
- 2Set a monthly fee for each route/stop (different stops can have different fees).
- 3Assign students to routes from their individual student profile (Student → Transport tab).
- 4Transport fees are billed automatically and appear in the student's fee record.
- 5The Transport Staff role can view their assigned route and student list in their portal.
- 1Go to Announcements and click New Announcement. Write your message and select the audience (All, Students, Teachers, Parents, or a specific class).
- 2Set a priority (Normal, Important, Urgent) — urgent announcements appear at the top with a red badge.
- 3Announcements appear immediately in the recipient's dashboard and notification feed.
- 4Edit or delete announcements at any time. Deleted announcements no longer appear for anyone.
Parent Email Blast lets admin compose and send a rich email to all parent email addresses in the system — or target a specific class or section. Up to 10 attachments (PDFs, images, Word/Excel files) can be included.
- 1Go to Communication → Parent Email.
- 2Enter an email subject and compose the message body.
- 3To send to everyone, leave the class/section fields blank. To target a specific group, select a Class and optionally a Section.
- 4Attach files if needed — up to 10 files, max 5 MB each (PDF, JPG, PNG, DOC, DOCX, XLS, XLSX).
- 5Click Send Email. Emails are queued and sent to every father, mother, and guardian email address on record for matching students.
- 1Go to PTM → Manage and click Create Session. Set the date, time, and applicable classes.
- 2On the day of PTM, use PTM → Attendance to mark which parents attended for each student.
- 3Use the Live Monitor screen (full-screen display at the reception) to show real-time PTM attendance to arriving parents.
- 4After the session, view the PTM Report showing attendance percentage per class.
- 5All Classes view shows PTM status across every class and section for a given session.
- 1Security staff log in and go to Gate. For each visitor arriving, click New Visitor.
- 2Enter visitor's name, phone, purpose of visit, whom they're meeting, and capture their photo (optional).
- 3A Gate Pass is generated automatically — print it or show on screen for the visitor.
- 4Mark the visitor as Checked Out when they leave. Total visit duration is recorded.
- 5Admins can view the full Visitor Report with filters by date, purpose, or host staff member.
Parents can request a digital gate pass before arriving at school — the security desk sees it pre-approved and the parent shows the pass on their phone.
- 1In the parent portal, go to Gate Pass → Request Pass.
- 2Select the child, enter your name, phone, purpose of visit, and whom you're meeting.
- 3Submit. A unique pass ID is generated and shown on screen. You also receive a push notification with the pass details.
- 4Show the pass (QR code or pass ID) to security on arrival. The guard scans or enters it to verify and check you in.
- 5View all your past visits under Gate Pass → History.
Safe Pickup ensures students are only released to authorised persons. Each student gets a QR-based escort card. The gate guard scans it to verify the escort's identity before allowing pickup.
- 1Open a student's profile and click Escort Card.
- 2Click Add Escort Person. Enter their name, relation (Father, Mother, Driver, etc.), mobile number, and optionally upload their photo.
- 3Repeat for all authorised persons. The student's QR code is generated automatically on this page — print or share with parents.
- 1Open Escort → Scan QR on any phone browser. No app required.
- 2Scan the parent's QR code shown on their phone (or printed card).
- 3The screen shows the student's photo, name, class, and the list of authorised escort persons. Verify the person physically matches.
- 4Tap Log Pickup to record the dismissal with a timestamp.
Every student has access to a personal AI assistant that knows their attendance, fees, exam results, homework, library books, and more. Ask anything in plain language — even in Hindi or regional languages.
- 1Open the student portal and click AI Chat in the navigation.
- 2Type your question in the chat box. Examples: "What is my attendance this month?", "Do I have any pending fees?", "When is my next exam?", "Which books do I have issued?"
- 3The AI replies instantly with information specific to your school record.
- 4To switch language, select your preferred language from the language dropdown before sending.
- 5Tap the voice icon to have the AI's reply read aloud (text-to-speech).
- 1Go to Behavior Hub. Click Log Incident to record a disciplinary issue or commendation for a student.
- 2Select type (Positive / Negative), student, class, description, and severity.
- 3Incidents appear in the student's profile for reference during parent meetings or counselling.
- 4Mark incidents as Resolved once addressed. Unresolved incidents are highlighted on the hub.
- 1Go to ID Cards. Select a class/section or leave blank to include all students.
- 2Click Print ID Cards to open the print-ready layout with student photo, name, class, admission number, and QR code.
- 3Use Download All to export all ID cards as a PDF for bulk printing.
- 4Individual ID cards can also be downloaded from each student's profile page.
- 1Go to Calendar. The calendar shows all upcoming events, exams, PTM sessions, and holidays.
- 2Click any date to Add Event. Enter event name, type (Holiday, Exam, PTM, Event), and description.
- 3Events are visible to all users (students, teachers, parents) in their respective portals.
- 4Click any existing event to edit or delete it.
| Plan | Price | Best For | What's Included |
|---|---|---|---|
| Starter | ₹2,999/mo | Small schools (up to 500 students) | Students, Attendance (Manual/QR/Face), Fees, Timetable, Exams, Certificates, Leave |
| Growth | ₹4,999/mo | Mid-size schools (up to 1,500 students) | All Starter + Admissions, Library, Transport, Expenses, Income, Event Collections, Announcements, Parent Email Blast, AI & QR Attendance App |
| Enterprise | ₹9,999/mo | Large / multi-branch schools (unlimited) | All Growth + Class Diary, Payroll, Online Exams, AI Chat, PTM, Gate & Visitor Management, Parent Gate Pass, Behavior Hub, Reports & Analytics, Dedicated Account Manager |
- 1Go to Admin → Subscription to see your current plan, expiry date, and available upgrades.
- 2Click Upgrade / Renew on any plan card. Select a billing cycle (1 month, 12 months, or 24 months — 10% off).
- 3Complete payment securely via Razorpay (UPI, Cards, Net Banking accepted). An invoice is generated automatically.
- 4A one-time Setup Charge covers school structure setup, data import, and admin/staff training — paid once at onboarding.
- 5Refer another school using your Referral Code — the referred school gets free setup, and you earn ₹7,999 once they subscribe.
- 1Go to Settings → Support → New Ticket.
- 2Select a category: Bug, Feature Request, Question, or Other.
- 3Enter a clear title and description. Attach a screenshot (JPG/PNG/PDF up to 4 MB) if it helps explain the issue.
- 4Submit. You'll see your ticket in Support → My Tickets with its status (Open / In Progress / Resolved).
- 5Replies from the support team appear inside the ticket thread. You can reply back to continue the conversation.
| Issue | What to Do |
|---|---|
| Forgot password | Click Forgot? on the login page and enter your email. A reset link will be sent. |
| Student not in a class | Go to Admissions → Pending Sections and assign the student to a class. |
| Payment deducted but plan not updated | Raise a support ticket with your Razorpay Payment ID. We'll update within 2 hours. |
| Can't see a module | Check your subscription plan — some modules require Growth or Enterprise. Contact support to upgrade. |
| Fee receipt not printing | Ensure your browser allows popups for your school's domain. Try Chrome if using another browser. |
| Face attendance not working | Ensure student photos are uploaded and the tablet camera has permission. Re-sync faces from Admin → AI. |
| Data export / import help | Download the sample Excel template from the relevant import page. Column headers must match exactly. |
| Online Exam not visible to students | Confirm the exam is Activated (not Draft) and the student is in the target class/section. |
| QR escort card not scanning | The QR rotates daily — ensure the parent shows today's QR. Old screenshots won't work. |