Start with your school. Build around the way it works.
Every school has its own teams, processes and priorities. Cleezo Class starts with the work your school needs to organise—from admissions and student records to academics, fees and administration.
The first step is a conversation about your current workflow and the areas where you need a clearer, more connected system.
1. Tell us how your school works today
Start by discussing the people, processes and workflows that matter to your institution. This may include admissions, student information, academic planning, fees, attendance, parent communication, administration and multi-campus operations.
The goal is not to force every school into the same setup. It is to understand which Cleezo Class workflows are relevant to your school and who needs access to them.
Bring the right people into the conversation
- School leadership and management
- Admissions and front-desk teams
- Academic coordinators and teachers
- Accounts and administration teams
- Central and campus teams in multi-branch institutions
2. Explore the relevant Cleezo Class workflows in a demo
The demo focuses on the areas relevant to your school rather than a one-size-fits-all product tour.
For example, you can discuss:
- How admissions teams manage walk-ins, QR registrations, enquiry tracking, counselling and enrolment
- How schools bring student records, attendance, academics and parent access together through the student information system
- How academic teams build timetables around teacher availability, sections, periods, breaks and subject weightage
- How accounts teams manage fee heads, concessions, payment visibility and QR-verifiable receipts
- How official school WhatsApp communication can support configured attendance alerts, receipts, promotions and admission follow-up
The discussion should make it clear which workflows fit the school’s requirements and what information each team needs to manage.
3. Plan the school setup
Once the relevant workflows are agreed, the school can plan the information and responsibilities needed for setup.
Cleezo Class supports setting up your institution’s profile, configuring user access and importing student, staff and enquiry records through Excel. Before importing records, identify the data to include, confirm the required fields, remove duplicate entries and assign responsibility for checking the imported information.
This preparation helps the school and implementation team work from a shared understanding of the setup.
Use the evaluation checklist to prepare your school's workflows, records and questions before a demo.
Prepare the essentials
| Area | What to prepare |
|---|---|
| Institution | School and campus structure, relevant teams and role access |
| Admissions | Approved enquiry and applicant data where imports are required |
| Student records | Existing student information and the fields needed for the school workflow |
| Fees | Fee heads, concessions and approved finance records needed for configuration |
| Communication | The school’s authorised communication process and official WhatsApp number where applicable |
4. Bring the right teams into connected workflows
As the school begins using Cleezo Class, different people work with the information relevant to their responsibilities.
| Team | Relevant workflow examples |
|---|---|
| Admissions | Enquiries, registration, counselling, enrolment and authorised follow-up |
| Academic teams | Timetables, homework, assessments, report cards and student progress workflows |
| Accounts | Fee records, concessions, payments, receipts and finance reporting |
| Administration | Student and school operations, attendance-related workflows and role access |
| School leaders | Connected academic, operational and financial views |
| Parents and students | The school information and communication the institution makes available |
For multi-campus institutions, Cleezo Class supports centralisation workflows and role-appropriate access so central teams and campus teams can work from the information relevant to them.
See how Cleezo supports fee records, payments, receipts and outstanding dues with its school fee management software.
One connected school picture
Cleezo Class brings the work of a school into connected areas rather than leaving departments to manage disconnected records and hand-offs.
cleezoclassOne connected
school picture.
Explore the overall school management software platform.
See the broader school ERP software workflow.
Explore the student information system for connected student records.
See how school timetable software supports academic planning.
Explore admission management software for the journey from enquiry to enrolment.
FAQs
A closer look at the demo, preparation and setup.
What happens in a Cleezo Class demo?
The demo focuses on the workflows relevant to your school. You can discuss your current processes, the teams involved and the Cleezo Class areas you want to explore, such as admissions, student records, academics, fees, attendance, administration and multi-campus operations.
What should a school prepare before discussing setup?
Bring the people who understand the school’s admissions, academic, finance and administrative processes. If the school expects to import data, identify the records involved, the fields required, who owns the information and who will validate it.
Can existing school records be imported?
Yes. Cleezo Class supports Excel imports for student, staff and enquiry records. Your school and implementation team should confirm the required fields, prepare the source files and agree who will check the imported records.
Can multi-campus institutions use Cleezo Class?
Yes. Cleezo Class supports multi-branch and multi-campus institutions with centralisation workflows and role-appropriate access for central and campus teams.
Does every school use the same set of modules?
No. Schools select the modules they need according to their operational requirements. During the demo and setup discussion, identify the admissions, academic, finance and administrative workflows your teams will use.
Start with a conversation about your school
Tell the Cleezo Class team about your current processes, the teams involved and the workflows you want to bring together.