Documentation
Everything Meet to Manage does, end to end.
A guide to every portal, the live classroom, fees, scheduling and the platform console.
21
areas covered
193
features explained
11
role portals
1
live classroom
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See the whole academy at a glance
Students, enrolments, revenue, conversion and batch occupancy update in one dashboard, and anything waiting for approval is called out at the top.
Getting started
Overview
Meet to Manage is one platform for online coaching centres, schools and coaches: live classes, admissions, scheduling, fees, reports and a parent app, each with a portal for the people who use it.
One workspace per academy
Every academy gets its own workspace with its own branding, users, courses, batches, payment accounts and menus. Data is never shared between academies.
Portals by role
Each role signs in to a portal built for its work: Admin, IT Admin, Founder, Management, Relationship Manager (sub-admin), Admission Team, Academic Coordinator, Teacher, Parent, Student and the platform-owner Marketing console and Platform console.
End-to-end flow
A family books a demo, the admission team schedules and assigns a teacher, the teacher gives the demo and records feedback, the family enrols and pays, batches and sessions are scheduled, classes run live with attendance, and the parent sees schedule, recordings, invoices and progress.
Languages and accessibility
The marketing site and portals support multiple languages, a light and dark theme, keyboard navigation and screen-reader labels.
Getting started
Signing in and accounts
Everyone signs in at /login. The page opens the right portal for the account.
Sign-in page
Enter your email and PIN, optionally tick Remember me, and you land on your portal home. Role tabs on the page fill in a demo account so visitors can try the platform.
Portal select
Accounts that can reach more than one portal pick one on the portal-select page.
Single sign-in for every academy
Simple SSO maps an email address to its academy, so all clients use one sign-in page and are sent to their own workspace.
Forgot or reset PIN
Use Forgot PIN on the login page. A reset link is emailed, and the Reset PIN page sets a new one.
Session safety
Sessions expire, protected pages redirect to login, and a suspended academy sees an account-suspended screen instead of its portal.
Sign up for a trial
New academies can start from /signup, choose a plan or the free plan, and get a workspace.
View as
Authorised staff can open a user's view through a secure hand-off to see exactly what that person sees, for support.
Getting started
Roles and permissions
Access is role-based, and the sidebar for each role is driven by its menu and permissions.
Role catalogue
Admin (central control), IT Admin (technical oversight with admin-grade breadth), Founder/Executive (management view plus every admin permission), Management (executive insight), Relationship Manager (permission-based sub-admin), Admission Team, Academic Coordinator, Teacher, Parent, Student, and Marketing (platform owner's website console).
Roles & Permissions matrix
Admins grant a sub-admin view or edit access per module (Courses, Content, Billing & Finance, Reports, Users and more) from a permission matrix. Sub-admins see only the menu items for modules they hold.
Permission modules
Modules are defined centrally, so a new area of the product can be granted without a code change.
Menu management
The platform owner shapes each client's navigation from the Platform console; the portal sidebars load from that menu.
Audit log
Who changed what and when is recorded, and staff with the permission can review it.
Portals
Admin portal
The central command centre for academics, people, content, finance, insight and system settings. IT Admin has the same breadth, and Founder adds the executive view.
Dashboard
Key numbers for enrolments, sessions, revenue and alerts, with quick links into each area.
Courses
Create and edit courses, grouped under departments, with pricing and descriptions.
Departments
Organise the academy into departments such as Phonics or Maths, each able to have its own payment account.
Batches
Create batches for a course with teacher, schedule, capacity and a payment plan. Students and families are assigned to batches.
Academic Calendar
A calendar board of sessions, holidays and events with conflict detection, plus sync to an external calendar.
Sessions
Schedule, edit, cancel and reschedule live classes, and see teacher and room clashes in the schedule-conflicts panel.
Recordings
Browse, play and manage recordings of live classes and personal meetings.
Quiz Bank
A reusable bank of questions teachers launch as live quizzes.
Activity Bank
A reusable bank of whiteboard activities for teachers to run in class.
Learning Games & Activities
A catalogue of learning games and resources grouped into categories such as Teaching & Child Development, Language & Communication, Maths & Brain Development, Art & Creative Skills, Computer & Technology, Personal Development, Performing Arts, Vocational Skills, Academic & Language Skills and Professional Trainer Training. Each entry is a game, a resource or both.
Users
Add, edit, deactivate and import or export users of every role, with bulk import and export.
Search Users
Find any parent, student, teacher or staff member and open their details, children and activity.
Enrollment Review
Review and approve enrolment requests and see family and child details.
Store Inquiries
Leads that came from the public course catalogue.
Parent Feedback
Ratings and comments parents give after classes, with a report across teachers and batches.
Parent Tickets
A support-ticket queue with threaded replies for parent questions.
Leave Management and Staff Leave
Approve or reject leave requests from teachers and staff, with balances.
Teacher Availability
See and set when each teacher is free, used when scheduling and assigning demos.
Content & Resources
Upload files and organise them into folders, share folders with batches or people, and rich-text notes.
Billing & Finance
Invoices, payments, receipts, refunds, cash confirmations and monthly numbers (see Billing and payments).
Packages & Subscriptions
Fee packages families buy for a course or batch.
Payment Gateway Mapping
Map each department to its payment account and gateway (Razorpay or Cashfree).
Teacher Payouts and Payout Approvals
Calculate teacher pay from sessions taught, send for management approval and keep a payout history.
Fee Suspension
Automatically pause class access for overdue fees and lift it on payment.
My Subscription
The academy's own plan with the platform, usage against limits and billing.
Reports & Analytics
Charts and tables for enrolment, attendance, revenue and teacher performance with filters and export.
AI Insights
Plain-language summaries and suggestions drawn from the academy's data.
Bulk Email and History
Send a message to selected groups and review every past send.
Email Templates
Edit the wording of system emails such as reminders, receipts and welcome messages.
Progress Reports
Create and send student progress reports to parents.
Doubt Chatbot
Configure the chatbot that answers student and parent questions.
Settings & Branding
Logo, colours, academy name, payment methods and integrations.
Server Monitoring
Health of servers and services, per-server detail pages and network alerts.
Class Session Logs
A technical log of each live class: joins, leaves, connection quality and recording status.
Portals
Founder and Management portals
Executive views of the business, with Founder adding every admin capability.
Founder Dashboard
Complete visibility and control: the management business view plus every Admin permission in one dashboard.
Revenue & Courses
Revenue by course, collection status and trends.
Teacher & Batch Performance
Attendance, ratings and outcomes per teacher and batch.
Management Reports
Executive reports for review and download.
Payout Approvals
Management approves or rejects teacher and staff payouts, with a banner on the dashboard when approvals are waiting.
Calendar, Sessions, Recordings and Leave
Read access to the academy calendar, sessions and recordings, plus the manager's own leave requests.
Portals
Relationship Manager (sub-admin) portal
Parent relationship management with access limited to the modules an admin grants.
My Permissions
Shows exactly which modules the account can view or edit.
Integrations
Payment and messaging integrations when the account is granted Billing access.
Delegated work
Calendar, sessions, parent tickets, assigned reports, user search, leave and the audit log.
Module menus
A Courses, Content, Finance or other menu item appears for each module held.
Portals
Admission Team portal
Runs the pipeline from demo request to paid enrolment.
Demo Scheduling
See incoming demo bookings and set the date, time and meeting.
Teacher Assignment
Pick a teacher for each demo by availability, with a booking detail page.
Demo Feedback
View the teacher's feedback after each demo.
Conversion Board
A kanban board that moves each family from demo through to enrolled.
Leads & Parents
The lead list with contact details, notes and history.
Payment Tracking
Payment links and status for each family, and confirming cash payments.
Reports and Parent Feedback
Conversion and feedback reports.
Calendar, Sessions and My Leave
Shared calendar and the team's own leave.
Portals
Academic Coordinator portal
Calendar-driven coordination of sessions and teachers.
Academic Calendar
Plan and review the calendar across batches.
Teacher Availability
Check who is free before scheduling or reassigning.
Sessions
Monitor sessions, reschedule and resolve conflicts.
Recordings and My Leave
Review recordings and manage the coordinator's own leave.
Portals
Teacher portal
Everything a teacher needs to deliver classes and manage students.
Dashboard
Today's classes, upcoming sessions and pending items.
My Classes
The teacher's sessions, with Start Class to open the live classroom for the right room.
My Students
Students in the teacher's batches with their details.
Attendance & Records
Attendance captured from live-class joins, with manual corrections and class records.
Recordings
Recordings of the teacher's classes.
Demo Feedback
Submit feedback after a demo class for the admission team.
Student Doubts
Questions students raised, to answer.
Learning Games & Activities
Pick games and resources to use in class.
Leave Management
Apply for leave and track approval.
My Payout
Earnings by session, approval status and payout history.
Resources
Files and folders shared with the teacher.
Personal meeting room
A permanent personal room for one-to-one or ad-hoc meetings with guest links and recordings.
Portals
Parent portal
One dashboard for a family's children, classes, payments and communication.
Dashboard and multi-child switcher
Switch between children and see each child's next class, attendance and balance.
Child details
Prompts the parent to complete a child's details, and stores schedule preferences.
Enrollment
Request and track enrolment in a course or batch.
Schedule & Live Class
The child's timetable, a Join button when the class opens, and the option to cancel a class within the allowed window.
Resources
Shared files and notes for the child's batch.
Recordings
Watch recordings of the child's classes.
Student View
Open the child-friendly learning screen.
Mito AI Companion
A friendly AI helper for questions about lessons.
Payments & Billing
Invoices, pay online by Razorpay or Cashfree, declare a cash payment, part payments, receipts and refund requests.
Notifications & Reports
Class reminders, alerts and progress reports.
Help & Support
Raise a ticket and follow the thread.
Add Child
Add another child to the account.
Feedback
Rate classes and teachers after a session.
Mobile app
The parent app can carry the academy's own branding and is managed from the Platform console.
Portals
Student experience
An interactive, child-friendly screen for learning.
My Learning
Upcoming classes, stars and achievements.
Mito
An AI companion that explains and encourages.
Games and rewards
Stars, a leaderboard and celebrations earned in class.
Portals
Marketing Console
The platform owner's console for the public website.
Demo Requests
Every demo request from the website with status and follow-up.
Chats
Conversations from the website chat.
Blog Posts
Write, edit and publish blog posts.
Visitors and Journeys
Who visited and the pages each visitor viewed, with a per-visitor detail page.
SEO
Page titles, descriptions and indexing settings.
Tracking tags
Add analytics and advertising tags.
Core capabilities
Live classroom
Video classes with teaching tools built in, running in the browser for teachers, students, parents and staff observers.
Video and audio
Video tiles for everyone, with microphone and camera toggles and a pinned speaker.
Lobby and admission
People wait in a lobby and the teacher admits them, with a waiting count on the People button.
Raise hand
Students raise or lower a hand.
Present now
Share a screen or window on desktop.
Presentation viewer
Upload slides and present them with annotation on top of each slide.
Whiteboard
A shared whiteboard with drawing tools, switchable from video.
Whiteboard activities
Interactive activities from the Activity Bank.
Live quiz
Launch questions from the Quiz Bank and see answers arrive.
Leaderboard and stars
Points and stars with a leaderboard panel.
Celebrate
Confetti and sound for a win.
Chat with everyone
A chat panel for the class.
Participants panel
Who is present, mute, remove and admit controls.
Recording
Start and stop recording from the toolbar. A server-side recording observer captures the room without needing the teacher's browser.
Picture-in-picture
Keep the meeting visible while using other pages.
Call theme
Light and dark call theme toggle.
Blocked-class screens
Clear messages when a class cannot be joined, such as fee suspension or a class that has not started.
Staff live view
Coordinators and managers can observe a class from their own portal.
Guest join
Invite someone with a guest link who joins without an account.
Network status
A banner when the connection drops.
Class session logs
Every join, leave and recording event is logged for support.
Core capabilities
Billing and payments
Fees from invoice to receipt, with automation for reminders and access.
Automatic invoices
Invoices are generated from the batch payment plan.
Online payment
Pay Now offers the academy's enabled methods and routes through the matching gateway, Razorpay or Cashfree, using the department's payment account.
Part payments
Pay an invoice in parts, with the balance tracked.
Cash payments
A parent declares a cash payment, and the team confirms or rejects it in the Cash Confirmations panel. Confirming settles the same record, issues a receipt, updates the invoice and emails the parent.
Payment links
Share a pay link (/pay/:token) so a family can pay admission fees without signing in.
Receipts and invoice detail
Printable invoice and receipt views.
Refunds
Parents request refunds and staff review them in the refund requests panel.
Reminders
Automatic email reminders before and after due dates.
Automatic fee suspension
Access to class is paused when fees are overdue and restored on full payment.
Monthly numbers
Collections, dues and refunds by month.
Teacher and staff payouts
Calculated from sessions or salary, approved by management, with history.
Staff payroll
Staff salary and 'My Salary' views for staff.
Core capabilities
Scheduling and attendance
Plan the timetable once and let attendance and reminders follow.
Batches and sessions
Recurring and one-off sessions per batch.
Conflict detection
Warns about double-booked teachers or rooms.
Reschedule and cancel
Move a class, with notices to the people affected.
Schedule preference
Families state preferred days and times, shown to the team.
Calendar sync
Sync sessions to an external calendar.
Automatic attendance
Attendance is recorded when a student joins the live class and shown to the parent.
Teacher availability
Availability feeds scheduling and demo assignment.
Leave
Teacher and staff leave is approved by management and reflected in availability.
Core capabilities
Demo and admissions pipeline
From the first enquiry to a paid enrolment.
Free demo booking
Families book a free demo at /demo, with a form and dialog available across the site.
Platform demo request
Academies request a platform walkthrough at /get-started.
Request an account
A request-account form feeds the sales team.
Lead management
Leads are tracked with notes and status.
Teacher assignment and feedback
A teacher is assigned, gives the demo, and submits feedback.
Conversion board
Move leads through stages to enrolment.
Enrollment review and payment
Approve the enrolment and send a payment link.
Core capabilities
Content and learning tools
Materials, assessments and engagement.
Resource folders
Folders and files with sharing to batches or people.
Floating notes and rich text
Take notes while working, with a rich-text editor.
Quiz bank and activity bank
Reusable questions and activities.
Learning plugins
Games and resources in ten categories, assigned by teachers.
Gamification
Stars, points, leaderboard and celebrations.
Progress reports
Periodic reports to parents.
Doubt chatbot and Mito
AI help for students and parents.
Core capabilities
Communication and support
Keep families informed and respond fast.
Notifications
An in-app notification panel for every role.
Bulk email
Send to selected groups and review the history.
Email templates
Editable system email wording.
Support tickets
Parent tickets with threaded replies and a staff queue.
Parent feedback prompts
Ask for ratings after a class.
Website chat
Visitor chat on the marketing site, handled in the Marketing console.
Core capabilities
Data tools
Everyday tools in every list.
Tables with filters
Sort, filter and page through any list.
Bulk import and export
Upload a spreadsheet to create records, and export a list.
Charts and KPIs
KPI cards and charts on dashboards and reports.
Empty and error states
Clear messages when there is nothing to show or something fails.
Breadcrumbs and page headers
Consistent navigation on every page.
Platform console
Platform console (SaaS owner)
Used by the platform owner at /platform to run all client academies.
Tenant management
Create and manage client workspaces.
Menu management
Shape each client's navigation.
Tenant configuration
Branding, integrations and settings per client.
Simple SSO
Email mappings that send each user to their academy from one sign-in page.
Tenant operations
Health, usage, onboarding and recovery.
Audit log
Who changed what, and when.
Plans
Prices, limits and features for each plan, including a free plan.
Subscriptions & invoices
Trials, renewals and payments.
Revenue
MRR, churn and collections.
Auto-reminders
Billing emails and a delivery log.
Parent app editor and status
Brand and publish each client's parent app.
Public website
Marketing website
The public pages at meettomanage.cloud.
Home
Product overview, live-class banners, open-source strip and website chat.
Pricing
Plans, free plan and trial call to action.
Course catalogue (Store)
Courses families can enquire about.
Solutions pages
Live class software, online attendance, fee management and phonics class software.
Customers and case studies
The Reader Nest and Alphabet stories.
Blog
Articles managed from the Marketing console.
Careers
Open roles and an open-application route.
Legal
Terms of Service, Privacy Policy and Client Finder policy.
SEO and prerendering
Per-page titles, descriptions, structured data and a prerendered HTML snapshot.
Documentation
This page.