How the platform works — for every user
A complete, step-by-step guide for consultancies, students, universities and referral agents. Pick your role to see your exact workflow, key features and answers to common questions.
The end-to-end journey
One connected flow from first enquiry to a student enrolled abroad — every stage tracked, every hand-off automatic.
Enquiry captured
Lead qualified
Student created
Application + documents
Visa & compliance
Invoiced & paid
Enrolled abroad
Choose your role
Each portal is tailored. Select yours for a guided walkthrough.
Consultancy portal
Counsellors, branch managers, finance & admin
The consultancy workspace is your command centre — from the first enquiry to a student landing abroad. Everything lives in one place: leads, students, applications, documents, finance, and communications, with role-based access so each team member sees exactly what they need.
What you get
- 360° student profiles with dependents & visa cases
- Kanban pipelines for leads and applications
- Automatic virus-scanned document vault
- eSewa / Khalti online payments + approvals
- AI Copilot for drafting and university search
- Role-based access control for every team member
Step-by-step workflow
- 1
Register your consultancy
The owner signs up at /signup with the consultancy name, an owner login, a copy of your business registration certificate (tax registration and owner ID are optional), and accepts the partner agreement. A platform admin reviews the submission — usually within one business day — before the workspace goes live.
- 2
Sign in to your workspace
Once approved, sign in with the owner login (or invite teammates, who use the invitation link or Google Single Sign-On). Set a password, enable two-factor authentication under Profile → Security, and a short getting-started walkthrough greets you on first visit to the dashboard.
- 3
Capture & qualify leads
Add enquiries under CRM → Leads, or import a spreadsheet with automatic duplicate detection. Pick the destination country from the dropdown, assign a counsellor, and drag leads across the pipeline (New → Contacted → Qualified → Won).
- 4
Convert to a student
When a lead decides to proceed, click Convert to student. Their details — including destination country — carry into a full 360° student profile with dependents, documents, and case history.
- 5
Build applications
From the student, create an application, pick institution / course / intake, and move it through stages. Course-match suggestions and a required-document checklist keep every file complete.
- 6
Collect & review documents
Request uploads, which are virus-scanned automatically and organised by student. Reviewers approve or reject with notes, and expiry reminders fire before passports or offers lapse.
- 7
Invoice & get paid
Raise invoices, send branded PDFs, and collect online via eSewa or Khalti. Manual payments and refunds route through an approval step, and sub-agent commissions are tracked automatically.
- 8
Communicate & automate
Email, SMS and WhatsApp from the student record using reusable templates. Automation rules send welcome messages and document reminders without anyone lifting a finger.
Consultancy — frequently asked
Usually within one business day. You will get an email once your consultancy is approved and can sign in — no card or billing details are needed to register.
An owner or admin invites them under Settings → Users & roles and assigns a role (Counsellor, Branch Manager, Finance, etc.). The role decides which menus and actions they see.
Yes — admins edit lead and application stages under Settings → Pipeline, so the board matches how your consultancy actually works.
In Platform → Settings. You can also switch the AI model and run a live "Test AI Connections" check there.
General questions
An all-in-one platform education consultancies use to manage the entire study-abroad journey — leads, students, applications, documents, visas, finance and communications — with self-service portals for students, universities and referral agents.
No. It runs entirely in your web browser on any device. Consultancy staff, students, universities and agents each get their own secure login.
Access is role-based and every sensitive value is encrypted. Documents live in a private store served only via short-lived signed links, and every uploaded file is virus-scanned.
Yes — your logo, colours, hero copy, testimonials, FAQ and contact details are all editable from the CMS, along with SEO tags and analytics.
Still have questions?
Our team is happy to walk you through the platform and tailor it to your consultancy.