Getting Started with the School Management Agent — A Complete Guide

This guide walks you through going live with the Synthixx School Management Agent — from creating your account to sending your first AI-personalized fee reminder.

Step 1 — Create your school

Sign up, choose the School Agent, and create your school profile. Add your logo and basic details so receipts and ID cards carry your branding from day one.

Step 2 — Import students and staff

Bring in your students and teachers via CSV, or add them manually. The agent organizes everyone into classes and sections automatically.

• •Upload a CSV or add records one by one
• •Attach photos for student and staff ID cards
• •Set up your class and section structure

Step 3 — Configure fees

Define your per-class fee structure once. From there, generate monthly challans in a click and let the agent track who has paid.

Step 4 — Send your first AI reminder

Open the Fees module, pick the unpaid list, and let Synthixx draft a polite, personalized reminder for each parent. Review, then send via WhatsApp, SMS or email.

You're live

That's it. From here you can layer on attendance, exams, the parent portal and more — adding only the modules your school actually needs.