🚀 Getting Started

Learn the basics — how to create your PrepBase account, set up your profile, and get familiar with the dashboard layout.

Ideal for: All new users (Admins, Tutors & Counselors, Students, Parents)
Includes: Account setup, user roles, navigation, platform overview.

🎓 Students Accounts

Manage student profiles, link them with parent accounts, and track their learning journey.

Ideal for: Admins and Tutors & Counselors
Includes: Adding students, managing family accounts, setting student permissions.

🧑‍🏫 Tutors & Counselors Accounts

Understand how to onboard and manage teaching staff. Learn how payroll works and how to assign students to tutors or counselors.

Ideal for: Admins and HR teams
Includes: Tutors & Counselors setup, payroll overview, student-tutor linking.

🗓️ Calendar & Sessions

Learn how to schedule, edit, and manage classes or sessions — plus how to set up recurring meetings.

Ideal for: Tutors & Counselors, Students, Admins
Includes: Creating session types, scheduling tools, session history.

💼 Packages & Promos

Set up and manage pricing plans, packages, and promo codes to streamline student enrollments and offers.

Ideal for: Admins and Finance Managers
Includes: Custom package setup, discount creation, promo code tracking.

📚 Subjects & Expertise

Add subjects, skill sets, and curriculums that match your institution’s or tutoring service’s offerings.

Ideal for: Admins and Tutors
Includes: Subject creation, topic tagging, curriculum management.

🏫 Schools & Colleges

Set up institutions, assign users, and manage educational entities under one unified system.

Ideal for: Admins managing multiple branches or schools
Includes: Adding schools, connecting departments, monitoring institution data.

⚙️ Workflows

Define your default operational flows (like project approval or class scheduling) and customize them for specific projects.

Ideal for: Admins and Project Managers
Includes: Workflow templates, conditional steps, and automation setup.

🧩 Projects

Learn how to create, manage, and customize educational or organizational projects within PrepBase.

Ideal for: Tutors & Counselors, Admins
Includes: Project creation, assigning members, and tracking progress.

📦 Resource Management

Manage all your uploaded materials — files, lessons, notes, and course content — in one place.

Ideal for: Tutors & Counselors, Students, Admins
Includes: Uploading files, organizing resources, managing categories.

💳 Billing & Invoicing

Handle billing, transactions, and invoices between families, tutors, and institutions.

Ideal for: Admins, Finance Managers, Parents
Includes: Generating invoices, tracking payments, and managing billing cycles.

🧾 Payroll

Manage and automate tutor and counselor payrolls efficiently.

Ideal for: Admins
Includes: Payment setup, Tutors & Counselors compensation management, payroll reports.

💬 Communication

Learn how to send announcements, chat in-app, and manage messaging templates.

Ideal for: Tutors & Counselors, Students, Admins
Includes: Message templates, announcements, and in-app chat setup.

🛠️ Support

Understand how to use PrepBase’s built-in ticketing and support system.

Ideal for: All users needing help
Includes: Creating support tickets, tracking issues, escalation process.

📊 Reports

Learn how to generate insightful reports on student performance, tutor efficiency, and institutional metrics.

Ideal for: Admins and Tutors & Counselors
Includes: Report customization, analytics dashboard, data export.

👤 Users

Manage user profiles, permissions, and access levels for everyone on the platform.

Ideal for: Admins and Support Staff
Includes: Adding new users, assigning roles, editing privileges.