Getting started for a school
From sign-up to Riya calling parents: your classes and terms, importing students and fees, admissions, fee follow-up, events and the rules Riya keeps.
Sign up
- Tell the sign-up chat what you run in a sentence (“a CBSE school in Coimbatore”, “a play school”, “NEET coaching”). It picks Schools & education and the kind of institution, and your classes are added with their usual ages.
- Schools are priced per student per year with your whole staff included; choose the plan and the number of students in Settings → Billing.
Set up the school
- School settings → Year & calling rules: your terms with their fee due dates (month and day, so they serve every year), the hours and days Riya may call, holidays, and how parents pay.
- Classes & seats: the seats each class has and the ages it takes. Riya uses them to tell a new parent which class their child fits and whether there is a seat.
- Fee structure: what each class pays in a year, line by line. Riya quotes it to new parents exactly as listed. Copy it to next year with a percentage raise when the time comes.
Import students and fees
- Export students, parents and fees from your school software as a CSV. Only ADMISSION NO and STUDENT NAME are required; other columns are matched by their usual names. Download the template from Import students to see them all.
- Add a FAMILY ID column if you can: the same value on every sibling puts them in one family, so the parent gets one call about all their children. Without it siblings are grouped by the parent’s number.
- Press Check it first: nothing is written and you see what would change. Then Import. Re-importing is safe: balances are replaced, never doubled, and call history, promises, do-not-call and families merged by hand are never touched.
Fees
- Fees shows what is outstanding by stage and by class, money in today and this month, and the promises falling due.
- Money taken at the office between imports is recorded on the family and applied to the oldest dues first. Your next import replaces it with your fee software’s figures.
- How late a fee is decides what a call is for: a courtesy before the date, a gentle reminder, “is anything in the way?”, a date, and after a week the softest call, which hands the family to your accounts office.
Admissions and events
- Admissions is a board from enquiry to enrolment. Tick documents as they arrive; an offer holds a seat; Enrol creates the student in the parent’s family.
- Events: PTMs, open days and admission drives. Pick the classes (or prospective parents), choose call or WhatsApp, and go live; RSVPs come back on the guest list.
Riya for the school
- Connect your Riya key in Settings → Riya & leads, then Settings → Riya for the school → Set up Riya. It creates an admissions desk, a fee desk and a parent-relations desk with their tools.
- Test on one family with your own number first (Families → a family → Test call). Then switch on the automatic touches you want; WhatsApp ones need an approved template name.
- Riya never threatens, never clears or adds money, believes “I have paid” and lets the office check, stops asking when a parent cannot manage, and calls each family at most once a day within your hours.