This document outlines the process flow for schools using the BluSynergy platform for student data management and fee collection. Key steps include: 1) Schools upload student data into BluSynergy which sends login credentials to students/guardians. 2) Schools set up fees and charges in the system. 3) Staff are assigned secure roles and responsibilities. 4) Parents can make online or walk-in payments which are recorded in the system and a receipt is generated.

1. BluSynergySchool/CollegeParent/Guardian
Process Flow for Schools
Template for One
Time upload of
Student data
reviewd
Data is uploaded into
BluSynergy and a
mail is sent to all the
students/ guardians
with their credentials
Gather all
students'
information
Submits data
in prescribed
csv format
Set up various
fees and charges
within BluSynergy
(Plans and
Charges)
Setup secure
Roles and
Responsibilities
for the Staff
BluSynergy is
setup !!
Parent wants to
make a payment
STAFF logs in and
records the payment
in BluSynergy (Cash
or Cheque)
Payment is recorded,
alert (Email and
SMS) is sent and
reflected on the
parent's profile
Walkin or
Online?
Receipt
generated,
mailed and End
of Process
Walkin
Online
Logs into his
profile with
credentials sent in
the 'Welcome' mail
to him
Payment is recorded
in system and alert
(Email and SMS) is
sent and reflected on
the parent's profile
Confirm amount to be
paid and Submit to
complete payment
Parent choose the
payment method
of choice
Note:
1) Reminders are routinely sent for recurring payments via Email and SMS - depending on frequency of fees
collection
2) Invoices are generated and mailed to the Parent while the School keeping a copy of it.
3) Monthly Newsletters can be sent to the parents which is under the school's control.
4) The Email and the SMS content can be completely customised.
5) Any report generated in BluSynergy can be downloaded as PDF or CSV and can be mailed accordingly
6) NRI payments (using foreign credit cards), if applicable, need to be notified and set up separately
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The information in this document is confidential to the person to whom it is addressed and should not be disclosed to any other person. It may not be reproduced in whole, or in part, nor may any of the
information contained therein be disclosed without the prior consent of the directors of BLUSYNERGY, India (?the Company?). A recipient may not solicit, directly or indirectly (whether through an agent or
otherwise) the participation of another institution or person without the prior approval of the directors of the Company. www.blusynergy.in.
Schedules Fees
Collection run
(monthly,
Semester, etc)
Email and SMS
notification sent to
parent/guardian
Or clicks on payment
link sent to him/her
Credit/Debit/ Net
Banking
Can be configured to
send email copy to
school representative