User Manual – Counsellor Site

Synopsis
• Login
• Dashboard
• Registration
• Enquiry & Follow- Up
• Register Now
Value-Added Services
How to Offer the Installment ?
How to make the Payment?
• Collect Payment
• Edit Student Profile
• Assign Batch & Process Certificate
• Overall Report
• Student Search
How to Download the certificate ?
• Credit Report
• Course Title Code Report
• Wishlist
Login

Enter . Phone No Email Id

Enter password or OTP

Dashboard
• No .Of. Walk in
• No. Of Sales
• Total sales
• Total discount in sales
• Total collection in sales
• Total GST in sales
• Total Collection
• Total GST in collection
Registration
• Enquiry & Follow-Up
• Register Now
• Collect Payment – OLD
• Collect Payment
• Edit Student Profile
• Assign Batch & Process
Certificate
Enquiry & Follow Up
▪ Enter the Student Name , Email
Id or Contact No
▪ Choose the New Lead for the
new student enquiry
▪ If already enquired student ,
then choose the Existing Lead
Register Now
• Search the enquired student
• By the Name , Email Id, Phone no
Registration
• Student
Email Id XXXX
details will be
Phone No YYYY
YYYY
displayed
Location YYYY
YYYY

• In the course
details choose
the Course to
be registered
Value Added Service
Click on the provided services to
give the Add-Ons for the
registering course. Listed below
are the services,
• Project Support
• Extra Lab Hours
• Personal Trainer
• Employability Skill Development
• Industry/Site Visit
• Placement Assistance
How to offer the installment ?
• Installment can be chosen.
• Offered fee should be entered at
the time of registration
• If the offered fee given, then the
discount amount will
be automatically generated
• Need to choose the Due date to
pay the fees
How to make the payment ?
• To make the payment by the
student through Online then
Online mode can be chosen
• Click to make the payment
the Offline, then the Challan
can be generated
• Credit Balance is chosen to
make the payment through
Credit
• Click on Send Link or Pay
Now option to make the
payment
How to collect the balance payment ?
• Search the student
• Name
• Email Id
• Phone No
Collect Payment

XXXX

YYYY
YYYY
YYYY
YYYY
We can see the balance amount here

We can
see the payment
status here
How to edit the student profile ?

Search for the

student here
 Start editing the student profile

XXXX

XXXX XXXX

YYYY
YYYY

Once the Mail Id or

Mobile No has verified
then proceed the
registartion further

NOTE : Change in Student Name Photo is restricted as Certificate is already generated.

Assign batch &Process the certificate

▪ Assigned Batch : Can view the assigned students data

▪ Unassigned Batch : Can assign the students batch
▪ Ongoing Batch : Can view the ongoing students
▪ Pending for certificate Approval : Can give the student feedback
▪ Rejected Certificate : Can see the rejected students certificate
▪ Pending NSDC : Can see the pending for NSDC details filling students

NOTE : Certificate can be approved after filling the NSDC details of the students
Overall Report can be viewable
Student Search
• We can filter the student and search by the details such as
Name, Email Id, Mobile No, Course Status
• Click the More Details to see the Student Details such as
Communication Details,
Enquiry Details,
Course Details,
Centre Details,
NSDC Details,
Feedback Details
How to Download the certificate ?
STEP 1 : Register the student in the Register Now Page
STEP 2 : After the payment Corporate share Received
STEP 3 : Assign the student in the Assign Batch & Process Certificate. Once batch is
assigned the book will be mapped to the mentioned student
STEP 4 : After that student will be in the Ongoing batch
STEP 5 : Once the trainer filled the feedback to be in the Certificate approved
STEP 6 : Once the student filled the feedback in his portal or App Feedback Given is
Highlighted
STEP 7 : Download the certificate successfully

NOTE : Student certificate status only viewed in the counsellor portal

Student Search - OLD
• We can filter the student and search by the details such as -OLD

Name, Email Id, Mobile No, Course Status

• Click the More Details to see the Student Details such as
Communication Details,
Enquiry Details,
Course Details,
Centre Details,
NSDC Details,
Feedback Details
How to add the new course for the old student ?
STEP 1 : On search of the old student in the Student Search-Old. Click on the Add course
STEP 2 : It will redirect to the Register Now page (Slide.7)
STEP 3 :Choose the course for the student
STEP 4 : Choose the course code for the student
STEP 5 : Select the payment mode
STEP 6 : Make the payment for the student
STEP 7 : Then the student has sucessfully enrolled for the new course

AB1234 9999911111
 By using the credit reference no. you can identify the debited
amount against that reference number

Credit Report Each Credit and Debit has the reference number against it. It can
be easily traced with the help of reference number

50,023

20,223

Each credit & Debit has the Description and

the category.
Course Title
Code Report
• Filter the course
• Course is viewed
• Click on the symbol to
see for more details
Wishlist
• Used to give the requirements
• Enter the suggestion
• Then click-->Send Wishlist
Thank You