---
title: New Admission Setup
description: "After setting up your **Classes, Sections, Fee Categories, Fee Heads, Fee Structure, and Transport**, the next step is to add students to the Edoofy School ERP system. Edoofy provides a complete **Student Admission** form where you can enter the student's…"
url: "https://support.edoofy.com/docs/getting-started/new-admission-setup/"
updated: "2026-10-17"
category: Getting Started
---

# New Admission Setup

After setting up your **Classes, Sections, Fee Categories, Fee Heads, Fee Structure, and Transport**, the next step is to add students to the Edoofy School ERP system.

Edoofy provides a complete **Student Admission** form where you can enter the student's personal, academic, contact, fee, transport, document, and other required information.

![](https://support.edoofy.com/wp-content/uploads/2026/10/image-23-1024x492.png)

## **1. Open the Student Admission Form**

To begin adding a new student:

1. Navigate to the **Students** section from the left-hand navigation menu.
2. You will be redirected to the **Students** page.
3. Click on the **Add New Student** button at the top of the page.
4. The **Student Admission** form will open.

The admission form contains different sections for entering the student's information.

![](https://support.edoofy.com/wp-content/uploads/2026/10/image-22-1024x498.png)

## **2. Enter Basic Student Information**

The **Basic Info** section contains the student's primary personal information.

Enter the following details:

- **First Name**
- **Last Name**
- **SR No.**
- **Date of Birth**
- **Gender**
- **Phone**
- **Father Name**
- **Mother Name**

**SR No.**

The **SR No. (Scholar Register Number)** can be entered manually if it is not automatically generated.

**Date of Birth**

Select the student's date of birth using the available **calendar picker**.

**Gender**

Select the appropriate option:

- Male
- Female
- Other

Make sure that the student's personal information is entered correctly before moving to the next section.

---

## **3. Enter Student Address**

The **Address** section allows you to enter the student's residential information.

Enter the following details:

- **House / Building**
- **Street / Area**
- **City**
- **State**
- **Pin Code**

The Pin Code should be entered as a **6-digit postal code**.

Review the address carefully to ensure that the student's residential information is accurate.

---

## **4. Configure Student Enrollment**

The **Enrollments** section is used to associate the student with the appropriate academic, transport, and fee information.

Select the following details:

**Class**

Select the student's class from the available dropdown.

**Example:** Class 1

**Section**

Select the section assigned to the student.

**Example:** Section A

**Route**

If the student uses school transportation, select the appropriate transport route.

**Example:** Bus Route - 11

If the student does not use school transport, select the appropriate option according to your school's configuration.

##### **Fees Category**

Select the fee category applicable to the student.

For example:

- new
- old

##### **Old Balance**

If the student has any outstanding balance from a previous term or academic period, enter the amount in the **Old Balance** field.

Based on the selected fee configuration and entered balance, the system will calculate and display the **Total Fees**.

**Edit amount on admission**On clicking the pencil icon an overall fee structure overview will opened up.
On writing the total discount amount present at the top right input field all of the discounted amount will be applied to there respective installment.

you can directly waive off individual month’s amount as well or you can also apply the discount amount on the particular month’s installment as well.

---

**5. Add Student Contacts**

Edoofy allows you to add one or more contacts associated with the student.

To add a contact:

1. Locate the **Contacts** section.
2. Click **+ Add**.
3. Select the **Relation** of the contact.

Available relations may include:

- Father
- Mother
- Guardian
- Other

1. Enter the contact's:
   - **Name**
   - **Phone**
   - **Email**
2. Click **+ Add** again if you want to add another contact.

You can add multiple contacts for a single student as required.

---

## **6. Add Student Documents**

You can upload identification and academic documents associated with the student.

To add a document:

1. Locate the **Documents** section.
2. Click **+ Add**.
3. Select the **Owner** of the document.

The owner can be:

- Student
- Father
- Mother
- Guardian

1. Enter the **Document Type**.

**Example:** Aadhar Card

1. Enter the **Document Number**.
2. Click **Choose File**.
3. Select the corresponding document from your computer.

The uploaded document will be associated with the student's admission record.

---

## **7. Upload Student and Parent Photos**

The admission form also allows you to upload profile photographs for the student and their associated contacts.

You can upload photos for:

- **Student**
- **Father**
- **Mother**
- **Guardian**

To upload a photo:

1. Locate the respective photo section.
2. Click **Choose File**.
3. Select the required image from your computer.

Make sure that the correct photograph is uploaded for each person.

---

![](https://support.edoofy.com/wp-content/uploads/2026/10/image-21-1024x283.png)

## **8. Add Custom Fields**

Edoofy allows administrators to create **Additional Fields** to capture information specific to their school.

This is useful when the standard admission form does not contain a particular field required by your institute.

**Create an Additional Field**

1. Scroll down to the **Additional Fields** section.
2. Click **+ Add**.
3. Enter the **Label** for the new field.

**Example:**

Blood Group

1. Select the required field type from the **Text** dropdown.

Available field formats include:

- **Text / Number**
- **Select**
- **Checkbox**
- **Radio**

---

## **9. Configure Custom Field Types**

**Text / Number**

Use this field type for standard text or numerical information.

**Examples:**

- House Number
- Siblings
- Identification Number

**Select**

Use the **Select** option when you want to provide predefined choices in a dropdown.

For example, for a **Blood Group** field, you can add:

- A
- B
- AB
- O

Enter each option and press **Enter** to add it.

**Checkbox / Radio**

Use these options when the information requires a yes/no selection or a choice between multiple options.

**Examples:**

- Direct Admission?
- Entrance Exam
- Previous School

You can also mark a custom field as:

- **Required**
- **Unique**

Once the field has been configured, click **Save Fields**.

The newly created field will then become available in the admission form.

---

## **10. Fill the Additional Fields**

After creating the required custom fields:

1. Locate the newly created fields in the admission form.
2. Enter or select the appropriate information for the student.
3. Make sure all **Required** fields have been completed.
4. Verify the information before proceeding.

---

## **11. Complete the Admission**

Once all the required student information has been entered:

1. Review the complete admission form.
2. Verify the student's personal, academic, fee, transport, contact, and document information.
3. Scroll to the bottom of the form.
4. Click **Create Admission**.

Edoofy will process the admission and create the student's record.

---

## **12. Send WhatsApp Welcome Message**

After the admission is successfully created, an **Admission Successful!** confirmation will appear.

The system also provides an option to send a **WhatsApp welcome message**.

To send the message:

1. Select the required recipient from the **Select WhatsApp Number** dropdown.
2. Available options may include:
   - Primary Phone
   - Father's Phone
   - Mother's Phone
3. Review the automatically generated welcome message.
4. Click **Send Message** to send the notification.

If you do not want to send the WhatsApp message, click:

**Done (Skip Message)**

The admission will still be completed successfully.

## **13. Verify the Student Profile**

After completing the admission process, you will be redirected to the **Students** list.

To verify the newly created student:

1. Use the **Search** bar at the top of the student list.
2. Enter the student's name.
3. Locate the newly admitted student.
4. Click on the student's row.

The **Student Details** panel will open on the right side of the screen.

Here, you can review the student's information, including:

- Student Details
- Fee Plan
- Contacts
- Documents
- Transport Mode

Review the information to ensure that the student's admission record has been created correctly.

---

## **14. Admission Completed**

Once the student has been successfully created and verified, the admission process is complete.

The student's record is now available in Edoofy and can be managed through the **Students** module.

**Student Admission Flow**

**Students → Add New Student → Basic Information → Address → Enrollment → Fee & Transport Details → Contacts → Documents → Photos → Additional Fields → Create Admission → WhatsApp Notification → Verify Student Profile**

This completes the **Student Admission** process in Edoofy.
