RichEdu White-Label Deployment and First Client Onboarding (Onboarding)
A sequence with 8 steps: Register the agency account and activate white-label branding.
By InnovaAI ResearchPublished
What are the steps?
RichEdu White-Label Deployment and First Client Onboarding (Onboarding)
- 01
Register the agency account and activate white-label branding
Sign up on RichEdu and upload the school's logo, set the custom domain, and prepare the parent app for Android and iOS under the school's brand. The $2,500 one-time white-label setup fee covers this configuration; the $999 one-time reseller dashboard is the alternative if the agency will manage multiple sub-school accounts instead of a single branded instance.
- 02
Import student data via CSV and bulk-invite teachers and parents
Use the CSV import path for student records, then send bulk invitations to teachers and parents so the parent app and communication channels have active users before go-live. Setup complexity is medium and time to value is days, so schedule a short hands-on onboarding session with the client rather than a long implementation.
- 03
Activate the core modules the client needs
Turn on admissions, attendance, fees, and parent communication first. RichEdu covers 12+ modules including admissions, fees, exams, library, HR, transport, and communication; enable only the ones the school will use in the first 30 days to keep admin training focused.
- 04
Configure AI attendance from class photos
Enable the AI attendance feature so teachers can mark attendance from a class photo. This is one of the built-in AI capabilities alongside automated fee collection and student risk prediction, and it reduces daily admin time for school staff.
- 05
Set up automated fee reminders and collection
Configure the fee module to send automated payment reminders through the platform's WhatsApp and SMS integration. This replaces manual follow-up and is part of the AI-powered fee collection automation included in the platform.
- 06
Turn on at-risk student prediction and parent communication channels
Activate student risk prediction so the school can flag at-risk students early, and confirm WhatsApp, SMS, and email channels are live for parent communication. These channels are built into RichEdu and do not require separate tools.
- 07
Train school admin staff on daily operations and reporting
Walk the school's admin team through daily platform operations, reporting, and the parent app. The RichEdu School Starter Setup productized offer prices this at $2,250 for 20 hours of setup for schools up to 500 students, so scope the training to match that effort.
- 08
Hand off to the school with a 30-day trial fallback plan
If the school is still evaluating, note that the $10 one-time trial covers all 12 modules, native Android and iOS parent apps, WhatsApp and SMS integration, and the RichEdu AI co-pilot for up to 500 students for 30 days, and auto-falls back to Free Forever (up to 50 students) if not upgraded. Confirm which plan the client will move to before the trial ends.
More on RichEdu
- StrategyWhy RichEdu Turns K-12 Retainers Into Multi-Year Agency Contracts
- ConceptRichEdu Reseller Margin Threshold
- Evaluation RuleRichEdu Rule: Adopt Only If You Already Serve K-12 Schools
- Decision FrameworkRichEdu: Buy vs Skip for K-12 Agency Practices
- Failure PatternThe RichEdu One-Time Fee Trap: Why Agencies Fail to Build Recurring Revenue
- Implementation BlueprintRichEdu K-12 School Portal Deployment (7-10 days)