Onboarding templates

A starter kit for new schools. Set one up and every school you create afterwards arrives with its classes, subjects, grades and fee heads already in place.

Optional — but it is the difference between handing a school a working system and handing them an empty one. About 30 minutes per template, once.

The problem it solves

Create a school without a template and its admin logs in to nothing. No classes, no subjects, no grading scale, no fee heads. Before they can add a single student they must build all of it by hand — and most of it is the same for every school in the country.

A template does that work once.

What a template contains

Five kinds of item, and you can include as many or as few as you like:

Item	What it creates	Example
Class group	Classes and their sections	Class 1–10, sections A and B
Subject group	Subjects, marked compulsory or optional	English, Maths, Science
Grade scale	Grade bands with mark ranges	A1 = 91–100, A2 = 81–90
Fee type	Fee heads a school can charge	Tuition, Transport, Exam Fee
Term set	Session naming and terms	YYYY-YY, Term 1 / Term 2 / Term 3

Build one per market you sell into

Templates carry a country, and a school created from one inherits it. That makes them the natural way to handle regional differences.

If you sell into more than one country or examination board, make a template for each:

Template	Classes	Grades	Terms
India — CBSE	Class 1–12	A1–E with mark bands	2 terms
Kenya — CBC	Grade 1–9	Competency levels	3 terms
Nigeria	JSS 1 – SSS 3	A–F	3 terms

A school created from the Kenyan template inherits Kenya as its country, so later screens offer the right regional options.

Creating a template

Sidebar → Onboarding Templates

Give it a name and country, then add items. Keep names in the wording schools in that country actually use — "Grade 1" in Kenya, "Class 1" in India, "Year 1" in the UK.

Copy a real school

The fastest way to build a good template is to open a real school you have already set up and copy its classes, subjects, grading and fee heads. That is what your customers in that market actually use.

How it gets applied

When you create a school you can pick a template. Everything in it is created for that school immediately, and you will see a summary of what was made — how many classes, subjects, grades and fee types.

A template is a starting point, not a straitjacket

Everything it creates is ordinary data. The school can rename, add and delete any of it afterwards. Nothing is locked.

If preseeding fails, the school is still created

Should something go wrong while applying the template, the school is created anyway and you get a warning instead of an error. The school's admin can then run the onboarding wizard themselves. You never lose a school to a bad template.

Do you need one?

Situation	Recommendation
Selling to many schools in one country	Yes — build one, use it every time
Selling into several countries	Yes — one per country
One or two schools, all different	Skip it — set them up by hand
Every school wants something different	Build the common 80% anyway; they edit the rest

What still has to be done per school

A template does not do everything. After it runs, the school's admin still needs to:

1. Create the academic session — the year the school is working in
2. Check the classes and sections match their school
3. Add students and staff

The first is required before anything else works.