Onboarding Your First Batch of Students

Onboarding in 4 Steps

Create student accounts (one at a time or bulk).
Assign their student plan + practice ID activation.
Share login credentials via WhatsApp (one click).
Verify first activity on the institute dashboard.

Step 1 — Create Accounts

From your /institute/admin panel → Students → Create. You provide:

Full name (matches passport for any future PTE booking).
Phone number (WhatsApp credential delivery uses this).
Email (optional but recommended).
Test type: Academic or Core.

System auto-generates a username (e.g. PT001, PT002) and a default password.

Bulk Upload

For batches of 10+, use the bulk CSV upload. Download our template, fill in the rows, upload. Validation flags duplicate phone numbers or invalid formats. See Bulk Uploading Students.

Step 2 — Plan Assignment

Trial students automatically get the institute-free-trial plan (5 questions per module). Paid students get the plan you choose at creation. Mock exam allocation is per-module (Full Mock, Speaking, Writing, Reading, Listening) — set when you assign the plan.

Step 3 — Share Credentials

Click "Send Credentials via WhatsApp" on each student row. The student receives a WhatsApp message with their username, password, and your institute portal URL — using a Meta-approved template (no spam folder risk). See WhatsApp Credential Sharing.

Step 4 — Verify Activity

After 24–48 hours, check the institute dashboard. Each student row shows:

Last login date.
Total practice questions attempted.
Mock exams taken.
Days since last activity.

Students with zero activity after a week may need a follow-up message — they may have lost the WhatsApp credential or be blocked by a tech issue.

Common Onboarding Issues

Wrong phone number — credential WhatsApp doesn't deliver. Update phone on the student profile and resend.
Microphone problems on student's device — they can't complete Speaking. Direct them to Microphone Setup.
Wrong test type assigned — students see Academic-only types when they need Core, or vice versa. Switch test type in their profile.

Best Practices

Onboard in batches — easier to follow up on a single date than one student at a time.
Send credentials Friday afternoon — students have the weekend to log in and explore.
Schedule a 30-minute group orientation if you have 10+ new students. Show them practice mode, mock exam booking, and the dashboard.