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User Guide / Getting started / Flavor CRM OnBoarding Procedures

Introduction

This article provides a comprehensive, step-by-step guide for the initial procedure following the account creation.

Login to the Flavor System with the given credentials.

Step 1:

Once logged into the Flavor System, the first step will be to Add Subsidiary

Step 2:

Second step will be to  Add Branch

Step 3:

Next, you need to Add Student

Step 4:

In Fourth step, you need to Add Teachers

Step 5:

Once the above steps are done, Add Classes. To learn more about Classes, Click on the link. 

Step 6:

To make the system fully functional, Explore Settings

Initial Settings that can be done after on-boarding are listed below:

  1. Emails
    1. Email Setup
    2. Test SMTP Credentials
  2. Payment Integration
    1. Stripe Payment Gateway
    2. PayNow
    3. Omise
    4. XERO

 

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