Getting Started
When you first register your organization, B2BCampusX walks you through a quick 3-step setup wizard. Here's what happens:
Welcome
Log in and land on your dashboard. The setup wizard appears automatically on first visit.
Enable Features
Turn on Branches (multiple locations) and Multiple Batches (students in many batches at once). You can skip and do this later in Settings.
Done
Your workspace is ready. Start by adding courses, batches, and students.
To run the setup wizard again, go to Settings → Help & Tutorial → Run Wizard.
First 5 things to do
- Create at least one Course (e.g. JEE Mains)
- Create a Batch under that course with timing
- Add your first Student and enroll them in the batch
- Record a fee payment for that student
- Add staff members who will teach
Students
The Students section lets you manage all enrolled students in your organization.
Add a Student
Go to Students → click Add Student. Fill in name, phone, email, and select a batch to enroll them.
Enroll in Batches
Each student can be enrolled in one or more batches (if Multiple Batches feature is enabled).
Search & Filter
Search by name or phone. Filter by batch, course, or branch to find students quickly.
Student fields
- Name, Phone, Email — basic identity
- Batch enrollment — which batch(es) they attend
- Guardian name & phone — for parent notifications
- Join date — automatically recorded on enrollment
A student account is auto-created when you add them. They can log in at the student portal using their phone number.
Batches & Courses
Courses are the subjects you teach (e.g. JEE Mains). Batches are specific class groups under a course with a fixed schedule.
Create a Course
Go to Courses → Add Course. Give it a title, description, and optional branch assignment.
Create a Batch
Go to Batches → Add Batch. Select the course, set timing (e.g. Mon/Wed/Fri · 9:00–11:00), and max students.
Assign a Teacher
When creating a batch, select a staff member as the teacher for that batch.
Batch timing matters for Attendance
- Set schedule_days as comma-separated day codes: Mon, Tue, Wed, Thu, Fri, Sat, Sun
- Set schedule_time as a range: 09:00 AM - 11:00 AM
- Attendance auto-detects batches that are running right now based on this timing
Attendance
Mark daily attendance for each batch. B2BCampusX auto-detects which batches are currently running.
Go to Attendance
From the sidebar, click Attendance. It opens to today's date by default.
Select a Batch
Use the filter dropdowns (Branch → Course → Batch) to select the batch. Ongoing batches are highlighted in green.
Start Session
Click 'Start Attendance' to open today's session. All enrolled students load automatically as Absent.
Mark Students
Tap Present, Late, or Absent for each student. Use 'Mark All Present' for quick attendance.
Save
Click Save Attendance. The session stores a timestamped record.
Navigate to past dates using the prev/next arrows to edit or review attendance history.
Auto-detect (Ongoing)
- If today's day is in the batch's schedule_days AND current time is within schedule_time, the batch shows as Ongoing
- A green banner at the top alerts you when a batch is currently running
- Click the batch in the dropdown to immediately start attendance
Fees Management
Record fee payments for students — either full payment or EMI installments.
Go to Fees
From the sidebar, click Fees. You see a table of all fee records with status (Paid / Pending).
Add a Fee Record
Click Add Fee. Select the student and batch, enter the amount, and choose Payment Type.
Full Payment vs EMI
Full Payment = one-time. EMI = select EMI number (e.g. 2 of 6) and total EMIs. Each EMI is recorded separately.
Mark as Paid
When a student pays, open the record and mark it Paid. Pending fees appear in the dashboard.
Dashboard fee stats
- Fees Collected — total paid across all students
- Pending Fees — total outstanding
- Collection Rate — % of total fees collected
- Both filter by branch when branch selector is active
Use the branch filter on the dashboard to see fees collected for a specific location only.
Staff & Roles
Add your teachers, coordinators, and support staff. Assign roles to control what they can access.
Add Staff
Go to Staff → Add Staff. Enter name, phone, email, and assign a role.
Roles
Company Admin — full access. Staff — limited access (no settings, no financial data by default).
Assign as Teacher
When creating a batch, you can assign any active staff member as the teacher.
Staff members receive a login invite and can access the dashboard based on their role permissions.
Branches
Branches let you run your coaching from multiple physical locations, each with its own courses and batches.
Enable Branches
Go to Settings → Features → toggle on Branches. Or re-run the Setup Wizard from Settings → Help & Tutorial.
Add a Branch
Go to Branches → Add Branch. Enter name, address, and phone.
Assign courses to branches
When creating a course, select which branch it belongs to. Batches automatically inherit the branch.
Filter by Branch
On the dashboard, a branch selector dropdown appears. Pick a branch to see stats only for that location.
Branch-wise data
- Students, fees, and batches all filter by branch
- Staff count is always organization-wide (not branch-filtered)
- Dashboard shows a Branches card when feature is enabled
Settings & Features
Control your organization's features, branding, and integrations from Settings.
Feature flags
- Branches — enable multiple locations
- Multiple Batches — one student in many batches
- Fee Reminders — auto-remind for pending fees
- WhatsApp — send notifications via WhatsApp
- Attendance — enable/disable the attendance module
- Assignments — enable assignment sharing in batches
Branding
- Upload your logo — appears on all student-facing pages and emails
- Primary & secondary color — customizes the student portal theme
Changes to feature flags take effect immediately for all users in your organization.