Run the first-time setup wizard

New school on Ketpy? The wizard sets up your branches, classes, sections, and academic year in under 30 minutes.

Sign in with the super-admin credentials emailed to your principal during onboarding. Go to Dashboard → Setup wizard.
Step 1 — School profile: enter school name, UDISE code, board (CBSE/ICSE/State/IB), logo, letterhead, and registered address.
Step 2 — Branches: if you run multiple campuses, add each one with its own short-code (e.g. SEC-14, SEC-56).
Step 3 — Classes & sections: tick the classes you run (Nursery to XII) and how many sections per class.
Step 4 — Academic year: set start date (typically 1 April) and the term structure (2-term, 3-term, or semester).
Step 5 — Roles & permissions: invite your principal, vice-principal, and HODs. Tap Finish setup — your dashboard is live.

Tip

Get your UDISE+ code and PEN-issuing authority ready before you start — saves a back-and-forth with the registrar.

2-min video walkthrough · First-time school setup

Add students individually + bulk Excel import

Add a single new admission in 60 seconds or upload 500 students from last year's register in one go.

For one student: Dashboard → Students → + Add student. Fill Personal info, Parent info, Class assignment, and Documents. Tap Save & generate admission number.
For bulk: Dashboard → Students → Bulk Import. Tap Download template to get the Ketpy Excel with required columns (Name, DOB, Gender, Class, Section, Parent name, Mobile, etc).
Fill the template — leave Admission number blank if you want Ketpy to auto-generate the series.
Upload via Choose Excel file. Ketpy validates each row — duplicates (by DOB+Parent mobile) are flagged in red, missing mandatory fields in orange.
Fix the flagged rows in-line or re-upload a corrected file. Tap Import valid rows to push them in.
Welcome SMS with parent activation codes is auto-dispatched to every imported family.

Tip

For year-1 migrations from another ERP, contact info@ketpy.com — we run the import for free for schools above 500 students.

Define tuition, transport, exam, and custom heads once — Ketpy generates demand notes for every student automatically.

Go to Dashboard → Fees → Fee structure → + Create structure. Pick the academic year and the classes it applies to.
Add fee heads: Tuition, Admission, Transport, Lab, Library, Exam, Annual day, etc. Set the amount and the frequency (Monthly / Quarterly / Term / Annual / One-time).
Configure installments: e.g. quarterly with due dates 15-Apr / 15-Jul / 15-Oct / 15-Jan.
Set up concessions: Sibling discount, Staff ward, Sports quota, Single-parent. Each gets a fixed amount or percentage rule.
Configure late-fee policy: e.g. Rs. 50/day after 7 days grace, capped at Rs. 1,000.
Tap Generate demand notes — Ketpy creates invoices for every student in the selected classes and notifies parents via SMS/WhatsApp.

Tip

Test the structure on one section first (use Dry run) before generating demand notes for the whole school.

Broadcast circulars, holiday notices, or exam reminders to thousands of parents in one click — DLT-compliant.

Go to Dashboard → Communication → + New broadcast.
Pick the channel: SMS (uses your registered DLT template), WhatsApp (uses approved Meta templates), Email, or App push. You can pick more than one.
Select the audience using filters: By class, section, transport route, fee-defaulters, specific students, or all parents.
Pick a template (Ketpy ships DLT-approved templates for fees, holidays, PTM, exams) or compose a fresh one. Use variables like @{{student_name}}, @{{class}}, @{{amount}}.
Preview on a sample audience of 5. Check the cost estimate (SMS is charged per credit; WhatsApp utility messages have per-conversation pricing).
Tap Schedule for later or Send now. Delivery reports update live — green for delivered, red for failed.

Tip

For DLT-SMS, register your sender ID and templates on the TRAI DLT portal first — Ketpy guides you through it in Settings → SMS gateway.

Lock in the year's working days, holidays, exams, and events — drives the attendance percentage, fee due dates, and bus schedule.

Open Dashboard → Academics → Calendar → + Configure year. Set the year start and end dates.
Add weekly off-days (typically Sunday; some schools add 2nd & 4th Saturday).
Bulk-add national holidays — Ketpy preloads Republic Day, Independence Day, Gandhi Jayanti and lets you tick state/regional holidays (Diwali, Holi, Eid, Christmas, regional new year).
Add school-specific events: Annual Day, Sports Day, PTM, Cultural Fest, Founder's Day. Mark them as working / non-working.
Add exam windows: Unit Tests, Mid-terms, Pre-boards, Finals — these auto-block other event scheduling.
Tap Publish calendar. Parents, students, and teachers see it instantly on their dashboards and can export it as ICS for Google Calendar.

Promote everyone to the next class, archive the old year, and start fresh — in one guided flow.

In March, go to Dashboard → Academics → Year-end rollover.
Step 1 — Result publish: confirm all final marks are entered and report cards are issued. Ketpy blocks rollover otherwise.
Step 2 — Promotion rules: bulk-promote pass students. For those with compartment or detention, mark them individually — Ketpy keeps them in the same class.
Step 3 — Section reshuffle: upload new section assignments via Excel, or let Ketpy auto-balance by alphabet / rank / gender ratio.
Step 4 — Outgoing batch: Class XII (or final-class) students are moved to the Alumni module, with their TC and final report ready for download.
Step 5 — Confirm rollover: Ketpy starts the new academic year, generates fresh fee demand notes, and emails an audit log to the principal. The old year stays read-only for reference.

Tip

Always run the rollover on a Saturday evening — gives you Sunday to review the new structure before classes resume Monday.