Client Onboarding & Registration Guide #
1. Introduction
Welcome to Edoofy – your complete School ERP solution.
Edoofy provides a centralized platform to manage various school operations, from student admissions and academic management to examinations, results, report cards, and other administrative activities.
This guide will help you register your school, verify your account, and complete the initial onboarding process.
2. Register Your School
To start using Edoofy, you first need to create an account and register your institute.
Step 1: Open the Login Page
- Visit the Edoofy homepage.
- Click on the Login button located at the top-right corner of the page.
- You will be redirected to the Login page.
Step 2: Create Your Account
- On the Login page, click on the Register button.
- Enter the following details:
- Name
- Phone No.
- Email Address
- Password
- Create a strong and secure password.
- Click on the Register button.
You will see a message indicating that your account is being created.
3. Verify Your Email Address
After registering your account:
- Open the inbox of the email address you used during registration.
- Look for the email verification email from Edoofy titled as “Verify Your Email” from no-reply@edoofy.com (check your spam folder if you are unable to find it in your inbox).
- Open the email.
- Click on the verification link provided in the email.
Alternatively, if required, you can copy the verification link and paste it into your browser.
Once the verification is completed, your email address will be successfully verified.
4. Log in to Edoofy
After verifying your email:
- Return to the Edoofy Login page.
- Enter the email address or phone no. you registered with.
- Enter your password.
- Click Login.
After successful login, you will be redirected to the Onboarding page.
5. Complete Institute Onboarding
The onboarding process requires you to provide your institute’s basic information.
Enter the following details:
| Field | Description |
|---|---|
| Institute Name | Enter the official name of your school/institute. |
| Institute Type | Select the appropriate type of institute: School/College/Institute. |
| Add Phone No. (optional) | Add phone number. (will be displayed on prints) |
| Add Email (optional) | Add email (will be displayed on prints) |
| University/Board Name | Enter the associated university name, if applicable. |
| School Registration Number | Enter your school’s official registration number. |
| Address | Enter the complete address of your institute. |
Make sure that all the information entered is accurate and up to date.
6. Registration Completed
Once you have provided the required institute information, your initial onboarding process is complete.
Congratulations! Your school has been successfully registered with Edoofy.
You can now proceed to explore the various modules and features available in the Edoofy School ERP system.
