Institute onboarding checklist

Before you start

You need:

• A Pathshala account (email and password)
• Your institute name and a short URL slug (e.g. acme-academy → acme-academy.pathshala.co)
• A plan — Solo, Starter, Institute, or Scale (see pricing)
• Agreement to the Master Services Agreement and Privacy Policy

Phase 1 — Create your institute (Day 1)

1. Go to pathshala.co → sign up or log in.
2. Open Create institute (/pathshalaos/create-institute).
3. Choose your plan — pick the tier that fits your size. Institute plan or above unlocks student fee collection and custom branding.
4. Name your institute — enter display name and portal URL slug.
5. Complete payment (if required) via Stripe or Razorpay, depending on your region.
6. Wait for setup to finish → click Open my portal.

You land on Dashboard as Institute admin.

Phase 2 — Complete your profile (Day 1–2)

• ☐ Fill in Dashboard → Settings → Organization — display name, tagline, description
• ☐ Add contact details and address (shown on invoices and compliance docs)
• ☐ Upload your logo at Settings → Branding (Institute plan+)
• ☐ Pick your brand colours so your portal matches your institute identity
• ☐ Review Settings → Modules — turn on the features you need (sessions, recordings, compliance, etc.)

A banner on your dashboard reminds you until the basics are done. See the Organization & branding guide for details.

Phase 3 — Invite your team (Day 2–3)

• ☐ Dashboard → User Management → Invite tutor — send invites to teachers
• ☐ Invite student — add learners (or share your portal link after bulk invite)
• ☐ Optionally Invite admin — add a co-admin or office manager
• ☐ Approve anyone waiting under Pending approvals

See Managing students, tutors, and staff.

Phase 4 — Set up learning (Week 1)

• ☐ Dashboard → Course Library → Create course — add your first course
• ☐ Create a batch (class group) with schedule and assigned tutor
• ☐ Enrol students into the course or batch
• ☐ Enable Session Scheduling in Modules if you run live classes
• ☐ Tutors set availability; students book sessions (see Session booking guide)

See Courses, batches, and enrollments.

Phase 5 — Payments (when ready)

• ☐ Dashboard → Finance → Student Fees & Collection — set up payment collection (Institute plan+)
• ☐ Complete gateway onboarding (Stripe or Razorpay — based on your country)
• ☐ Fee structure — create tuition and other fee items
• ☐ Students see Pay on their course pages once fees are active

See Payments & billing and the region-specific setup guides on the Guides hub.

Phase 6 — Go live (Week 1–2)

• ☐ Post a welcome notice on Notice Board
• ☐ Share your portal URL with students and parents
• ☐ Run a test live session (tutor starts, student joins) — Joining a live session
• ☐ Upload any required compliance documents
• ☐ Optional: set up a custom domain (Settings → Custom Domain)

Typical timeline

Need help?

Email support@pathshala.co or use Dashboard → Support. Billing questions: finance@pathshala.co.