Guide
Getting Started with ShuleXtra
Set up your school, add your first students, and get your team signed in.
1. Sign in to your school account
When your school is onboarded, our team creates your school on the platform and sends the administrator login details to the email address you provided. Open the portal, enter your school identifier together with your email and password, and you will land on the School Admin dashboard. If your school uses its own custom domain, the school is detected automatically and you only need your email and password.
2. Configure the academic structure
Before adding students, set up the academic year, classes, streams, and subjects under the Registrar section. Create your current academic year first, then add classes (for example Standard 1 to 7, or Form 1 to 4), split them into streams where needed, and assign subjects to each class. This structure drives everything else: enrolment, attendance, exams, and fees.
3. Add your students
Students can be registered one by one with full profiles (guardian contacts, date of birth, documents) or imported in bulk from an Excel/CSV file. For an existing school we recommend the bulk import: our onboarding team will share the template, help you clean your data, and load it with you during the onboarding call. Each student is then enrolled into a class and stream for the current academic year.
4. Invite your staff
Create accounts for your bursar, registrar, teachers, and drivers, each with the right role. Roles control what each person sees: teachers get attendance and marks entry for their classes, the bursar gets the finance module, and drivers get the transport trip screens. Every user signs in with their own email and password.
5. Take your first payment
Once fee structures are configured (see the fee collection guide), generate invoices for a class and record a payment. The system produces a receipt immediately, and the parent can see the balance in the parent portal. Most schools complete this whole journey, structure, students, staff, and a first payment, within their onboarding session.
Need a hand with this?
Our Tanzania-based team supports you in Swahili or English. Email info@shulextra.com or chat with us.
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