How to use this guide
Welcome to the PrepBase Help Center!
This guide is your central resource for learning, setting up, and managing every part of the PrepBase platform.
PrepBase is built to simplify how educational institutions, tutors & counselors and students connect, learn, and grow — and this guide shows you how to get the most out of every feature.
1. Purpose of This Guide
The Help Center is divided into key sections, each representing a major feature of the PrepBase platform.
Every article explains:
This ensures you never feel lost — and can master the platform at your own pace.
2. How to Navigate This Guide
Each card on the Help Center homepage represents a dedicated section. Here’s a quick overview of what you’ll find in each:
Getting Started
Learn the basics — how to create your PrepBase account, set up your profile, and get familiar with the dashboard layout.
Includes: Account setup, user roles, navigation, platform overview.
Students Accounts
Manage student profiles, link them with parent accounts, and track their learning journey.
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 & counselors.
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.
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.
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.
Includes: Subject creation, topic tagging, curriculum management.
Schools & Colleges
Set up institutions, assign users, and manage educational entities under one unified system.
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.
Includes: Workflow templates, conditional steps, and automation setup.
Projects
Learn how to create, manage, and customize educational or organizational projects within PrepBase.
Includes: Project creation, assigning members, and tracking progress.
Resource Management
Manage all your uploaded materials — files, lessons, notes, and course content — in one place.
Includes: Uploading files, organizing resources, managing categories.
Billing & Invoicing
Handle billing, transactions, and invoices between families, tutors & counselors, and institutions.
Includes: Generating invoices, tracking payments, and managing billing cycles.
Payroll
Manage and automate tutor and counselor payrolls efficiently.
Includes: Payment setup, Tutors & Counselors compensation management, payroll reports.
Communication
Learn how to send announcements, chat in-app, and manage messaging templates.
Includes: Message templates, announcements, and in-app chat setup.
Support
Understand how to use PrepBase’s built-in ticketing and support system.
Includes: Creating support tickets, tracking issues, escalation process.
Reports
Learn how to generate insightful reports on student performance, tutor efficiency, and institutional metrics.
Includes: Report customization, analytics dashboard, data export.
Users
Manage user profiles, permissions, and access levels for everyone on the platform.
Includes: Adding new users, assigning roles, editing privileges.
3. Finding What You Need Quickly
Use the search bar at the top of the Help Center — type in a keyword (like sessions, billing, or tutors & counselors) and you’ll get instant results.
You can also navigate through the side Table of Contents within each article to jump between topics easily.
4. Need More Help?
If you ever need assistance beyond the articles:
Submit a support ticket on your admin panel.
Email: hello@prep-base.com
Our team is always ready to guide you.
5. Next Step
Now that you understand how to use this Help Center, start with:
👉 Getting Started → Platform Overview to begin your PrepBase journey.