Schools
Setting up your school
Work through these steps in order on your first day. Each one feeds the next, and together they get your mini-website ready to publish.
ForSchool owner
Where everything is
Most setup screens sit in two menu groups, Setup and YogaTribex. School profile is in the account menu, under your name at the top right.
| What | Where in the menu | Who can do it |
|---|---|---|
| School profile | Account menu › School profile | Owner, Config Manager |
| Currencies | Setup › Currency Setup | Owner |
| Payment methods | Setup › Payment settings | Owner |
| Mini-website | YogaTribex › Mini website, About page, Gallery, FAQ | Owner, Config Manager |
| Shared records | YogaTribex › Accommodation, Daily schedule, Refund policy, Inclusions | Owner, Operations Manager, Config Manager |
| Teachers | YogaTribex › Teachers | Owner, Config Manager |
| Courses and dates | Courses, Academy › Batches | Owner, Operations Manager, Config Manager |
| Email and WhatsApp | Setup › Email settings, Setup › WhatsApp | Owner, Config Manager |
| Your team | Employees | Owner |
| Notification sound | Setup › Chat notifications | Owner, Config Manager |
These are the default roles. The owner can change them on Role Permissions.
The first-day steps
Step 1: Fill in the school profile
Open the account menu and choose School profile. Add a logo, fill in the sections below, and click Save changes. Your mini-website, marketplace card and Contact page all read from here.
- Your card in the listings: the picture on your marketplace card.
- Details: City, Country, Address and Founded are needed before your site can go live.
- Who to contact: the Email and Phone students see.
- Accreditations: upload the document behind each claim. It shows Pending until the YogaTribex team checks it.
Step 2: Set your two currencies
Open Setup › Currency Setup before you type any price. Choose a Primary currency for students from your own country and a Secondary currency for everyone else, then click Save currency setup.
- Every new course price uses these two currencies.
- Prices already saved keep their currency and are never converted.
- With an Exchange rate (optional), domestic fees fill in as you type international ones. You can still change them.
Step 3: Connect your payment methods
Open Setup › Payment settings. Connect Razorpay, PayU or Stripe, add your bank and UPI details, and click Save payment settings. See Payment methods.
Step 4: Design your mini-website
Open YogaTribex › Mini website for the picture at the top and your colours. Then write the About page, fill the Gallery and add your FAQ. See Your mini-website.
Step 5: Write the records courses share
Under YogaTribex, write each record once and pick it on every course that uses it. Correcting one corrects every course.
- Accommodation: click Add a place and fill in Basic details, Food, Rooms, Facilities and photos.
- Daily schedule: click Add a schedule and list the times and activities of a day.
- Refund policy: click Add a policy and write The terms, Prerequisites and Student code of conduct.
- Inclusions: click Add a set and fill the Inclusion, Exclusion and What to bring lists.
- Teaching in more than one place? Add each one under Academy › Campuses.
Step 6: Add your teachers
Open YogaTribex › Teachers and click Add a teacher. Fill in their profile, click Add teacher, then Yes, add teacher. These are profiles on your site, not accounts that sign in. A teacher you add needs no review: they show on your site as soon as you add them, once your site is published.
Step 7: Add courses and dates
Open Courses and click Add a course. Give it prices per room, its lengths and its dates, then submit it for review. See Courses, dates & rooms.
Step 8: Connect email and WhatsApp
Email works from the start, with nothing to set up. Open Setup › WhatsApp to connect your WhatsApp Business number. See Email and WhatsApp.
- Setup › Email settings is optional. Connect your own mail server there to send from your own address.
- WhatsApp appears in the menu only when your plan includes WhatsApp.
Step 9: Add your team
Open Employees and click Add Employee for each colleague. Each one is emailed a link to choose a password. See Team & permissions.
Step 10: Pick the notification sound
Open Setup › Chat notifications. Click Preview to hear each sound, choose one, and click Save sound. Your team hears it for new WhatsApp, email and YogaTribex chat messages.
Check your progress
The Dashboard keeps track for you while you set up.
- Your website shows how close your site is to going live, and names the fields that are still blank.
- Integrations shows what is connected. A tile saying Not set up opens the screen where you set it up.
