Go to the My Institute tab to begin configuring your Institution. 

You can navigate to it via Configuration > Main Settings > My Institute. 

The required fields include Name, Address, Country, Logo, etc. Note: Any field or option with a red asterisk is mandatory. 

1. Click on the image upload button. The language for this function depends on your operating system’s language settings.
2. A popup window will appear asking you to select a file to upload. Choose the desired logo file and click 'Open'.
3. You can then view the logo on the page and in the Dashboard. 

The page provides options to fill out:

• Institution's name, title, and description
• Multiple address fields
• City, P.O. Box, Email, Phone, Mobile Phone, and Fax
• Director's name, institution’s website address, and more. 

All fields with a red asterisk next to them are mandatory. If these are not filled out, you will be unable to save your entries. 

By enabling this switch, you activate the admissions process for the institution, which in turn enables the Functional Type option. 

When the "Enable admissions" switch is on, the Functional Type option lets you define a role for your institution, such as Normal or Admission. Choosing Admission makes the institution an entity for managing applications only. 

Once you've filled in the necessary information, click the 'Save' button to store the details. 

Academic Institutions operate on an Academic period base, which can be a 6-month or a 12-month period. 

Institutions need to move students from year to year or semester to semester to ensure they progress in their academic journey. 

This process applies to K12 Schools, Colleges/Universities, and Learning Centers. 

Navigate to the 'Academic Period' configuration page by following the path: Dashboard > Configuration > Main Settings > Academic Periods. 

Creating an Academic Period involves copying groups, subjects, and teachers from a previous academic period. Students are transferred later. 

1. Go to the Academic Periods page.
2. Click on +Create New.
3. You'll be redirected to the Create New Period page. 

• Description: Enter the period name, e.g., Year 2019-2020.
• Active: Enables the period.
• Enable Period for All Parents, Students, Teachers: To allow this period for users.
• Default: Sets this as the default academic period.
• Start Date & End Date: Defines the period duration.
• Months & Weeks: Duration of the period.
• Copy data from period: Choose which existing period to copy data from. 

Click on the 'Save' button on the Create New Period page. 

Yes, you can also set up academic periods through the Classter Manager. 

All sections and teachers are transferred. However, students are not transferred at this step. 

This function allows you to modify the terminology used in the portal to better suit the specific needs and conventions of your educational institution. 

Different educational systems might use terms that have various names but mean the same thing, like "Grade", "Year", and "Class". Customizing terminology ensures clarity and uniformity in your institution's portal. 

Navigate to Configuration > Main Settings > Customize Terminology. 

• You can view terms in Card or Grid view.
• There's a search field to locate specific terms.
• Switch between tabs like General, Custom Student, Custom Teachers, etc.
• You can edit a term by clicking on its card.
• Use the refresh button to update the page. 

If a term is left blank, the system will default to the Global Culture Term. 

By clicking on a term, you'll be directed to its edit page where you can modify its details. 

• Culture: Choose the language for the term.
• Main Terminology: Change the term, like replacing "Grade" with "Year".
• Plural Terminology: Input the plural form of the term, e.g., "Years".
• Info: Add a description or synonyms for the term. 

After making your edits, click the 'Save and Close' button. 

You'll need to log out and then log back in. Afterward, the updated terminology will be reflected in the portal. 

All tabs on the Customize Terminology page operate in the same manner. 

Fields or options marked with a red asterisk are mandatory. If not filled, you cannot save any changes or creations. 

The 'Custom Student' tab contains terms related to students and student forms. 

Click on the terminology card of the term you wish to edit. This will
take you to the edit page where you can modify various fields. 

You can adjust:

• Culture: The language you want to change the terminology in.
• Main Terminology: The primary term. For instance, changing 'Insurance plan' to 'Insurance Package'.
• Plural Terminology: The plural form of the term.
• Info: A description or synonyms for the term.
• Category: The category under which the term will be placed in the form. 

After making changes, click the 'Save and Close' button. This action will save your edits and return you to the main customize terminology page. 

To see the updates, either log out and back in or refresh the pages. 

This tab contains terms related to teachers and teacher forms. 

Yes, but these are typically visualized in figures which we have omitted from this FAQ. 

For some custom fields, you'll need to click 'Enter Values'. This redirects you to the Main Settings Dropdown Lists, where you can add new entries to the dropdown. 

This tab includes terms related to other contact data and forms. 

The 'Custom Admission' tab has terms referring to the admission portal. Here, you can find the main admission terminology and legacy admission module terminology. 

Levels refer to the different locations within institutions where services are provided, like Elementary and High Schools. They can be associated with academic years and streams. 

Navigate to Configuration > Main Settings > Levels. 

• View levels in Card or Grid formats.
• Access details about the page via the information button.
• Search for specific levels.
• Create new levels.
• Edit existing levels.
• Refresh the page. 

You'll need to provide:

• Abbreviation, Description, and Full Description.
• Financial settings and student/parent access settings.
• Admission-related settings.
• Address, phone number, website, and more.
• Principal's name (you can choose from existing names).
• Cross-institute code. 

Editing is similar to creating a level. All the fields you filled out when creating a level will be available. Post-editing, you have the option to delete the level.