Once you've signed up, Setup is the best place to start from.

Here, you can personalize how Reportcard would work for you. A recommended order for entering information:

  1. Basic Information
    Add details about your organization, working hours, currency and view preferences.
    2 minutes
  2. Locations
    Add areas where you provide services.
    1 minute
  3. Staff Members
    Add and invite staff members to collaborate; even control the access rights for each staff member.
    2 minutes
  4. Student Grouping (optional)
    Turn on 'Year Groups' if you organize students by years or grades, and then add the years or grades.
  5. Batches (optional)
    Add batches to quickly enroll a group of students.
  6. Subjects
    Subjects are organized by categories; add a category and then subjects in them (eg. for a category 'Dance' we could add subjects like 'Salsa').
    4 minutes
  7. Fees List (optional)
    Add prices to your subjects, refine it for different durations and even create packages.
  8. Grade Scales
    Add numeric or non-numeric grade scales to mark your assessments.
    2 minutes
  9. Assessment Types
    Add the different types of assessments you undertake (eg. weekly test, finals).
    2 minutes
  10. Invoice Format
    Customize how your invoice would be viewed by your clientele.
    1 minute
  11. Taxes
    Add taxes required to be added while invoicing.
    1 minute

And in 15 minutes, we are ready to roll 🎢

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