# Pathshala quickstart — sign up and set up your institute > Create your Pathshala portal, sign in for the first time, add your team and get your first student, fee or lead — step by step. Source: https://pathshala.mjxtechnologies.com/docs/get-started/quickstart/ This quickstart takes you from nothing to a working Pathshala portal: sign up, sign in for the first time, add your team, and get your first real result — a student enrolled, a fee collected or an enquiry answered. Sign-up takes one form and needs no card. ::: steps ### Open the sign-up page Go to [pathshala.mjxtechnologies.com/signup](~/signup). If you came from a product page (for example MJX CRM), the page already shows **You are signing up for** with that product. ### Choose what describes you best Under **What Best Describes Your Business?** pick one card: | Card | For | |---|---| | **School** | K-12 | | **Coaching** | JEE/NEET/CAT | | **Tuition** | Home/Local | | **College** | UG/PG | | **Institute** | Skills/Training | | **Business** | Office/Agency/Clinic/Shop | Pathshala adapts its labels, fields and workflows to your choice — for example a coaching centre sees "Batch" where a school sees "Class". **Business** is for organisations with staff only: it has no students, and leads take their place. ### Fill in your organisation's details - **School Name** (the word follows your type — "Coaching Centre Name", "Business Name" and so on). - **Your Portal URL** — the first part of your address, for example `sunrise` for `sunrise.pathshala.mjxtechnologies.com`. Use 3–30 small letters, numbers or hyphens. You see **✓ Available!** when it is free. - **PIN code** — type it and the **City** and **State** fill in by themselves. ### Choose your plan Leave **Free trial — 14 days** selected (marked **RECOMMENDED**): full access, no credit card. You can also pick a bundle, or press **Only want one module? Pick it from the catalogue →** to sign up for one product only. ### Enter your own details Under **Your Details (Owner / Principal)**: - **Your Name** - **Phone Number (WhatsApp)** — pick the country code (India is already chosen) and type the number. *You will login with this number.* - **Email** — daily digest and notifications come here. - **Password** — at least 8 characters. Press [[Generate for me]] for a strong one and [[Show]] to see it. Press [[Create and Get Portal]]. ![Sign-up page on a phone with the Create and Get Portal button marked](media/get-started/quickstart-1.jpg "Sign up › Create and Get Portal") ### Open your portal The welcome page says **Welcome to Pathshala!** and shows **Your Portal URL**. Press [[Copy URL]] to save it, then [[Go to Your Portal]]. ### Sign in for the first time On your portal's login page (`yourname.pathshala.mjxtechnologies.com/login`), enter your **Phone Number or Email** and **Password** and press [[Login]]. You can also press [[📱 Sign in with a code instead]] to get a 6-digit code on WhatsApp and email. Pathshala then asks you to **Set a new password**, because your first password was sent to you on WhatsApp and email. Enter **The password we sent you**, a **New password** twice, and press [[Save new password]]. ::: > [!SUCCESS] > You land on your **Dashboard**. Owners and admins see a **Finish setting up** card ("X of Y done", "Next: …") that links to the **Getting started** list. ### What does the dashboard show first? - A welcome banner with your latest enquiries and a **See all →** link (when you have MJX CRM). - A row of quick actions — one-tap links to the screens you use most, handy on a phone where the menu is behind the ☰ button. - **Needs you now** — the to-do list for your job. Teachers also see **Your periods today**, with a link to the **Timetable**. - The **Finish setting up** card, until every step is done. - The latest activity across your institute. ## Work through the Getting started list > [!PATH] Sidebar › Getting started ![Getting started page with the Getting started row marked in the sidebar](media/get-started/quickstart-2.jpg "Sidebar › Getting started") The **Getting started** page (`/setup`) says: *"Work down the list. Each one takes a minute and unlocks the screens under it."* You only see the groups for the products on your plan. | Group | Steps | |---|---| | **Your institution** | Add your classes · Enrol your first student · Give your team their logins · Put your logo on it | | **Fees** | List what you charge for · Set the amount per class · Say how you take payment | | **Academics** | Add your subjects · Mark a register once | | **Online courses** | Create your first online course · Say who answers questions | | **Messaging** | Connect your own WhatsApp number · Publish your first notice | | **Admissions** | Share your enquiry form | A **Business** or WhatsApp-only account gets its own list: **Your account**, **Your WhatsApp number**, **Your leads**, **What it answers with** and **Going live** — with steps such as *Get one message template approved*, *Connect your website*, *Get your first lead in* and *Replace the sample answers with your own*. When everything is done the page says **You are set up.** The list stays in the sidebar so you can check it again later. > [!TIP] > Do **Add your classes** first. Every register, fee structure, timetable and homework audience is chosen from that list — nothing else works until it has something in it. ## Invite your staff > [!PATH] Sidebar › Settings › People & roles › People and their logins ![People page with the + Add button marked](media/get-started/quickstart-3.jpg "Sidebar › Settings › People & roles › People and their logins › + Add") ![Add a person sheet with the Add and make a password button marked](media/get-started/quickstart-4.jpg "People › + Add › Add and make a password") 1. Press [[+ Add]]. 2. Enter **Name**, **Mobile number** and **Email (optional)**, and choose **What they may do** — **Admin** or **Staff**. 3. Press [[Add and make a password]]. 4. Press [[Copy the whole message]] and send it to them on WhatsApp. The password is shown only once. Each person signs in as themselves, so every screen knows who did what. To narrow what someone can open (for example a teacher or accountant), give them a job in **Sidebar › Settings › People & roles › Roles & permissions**. See [Users and roles](account/users-and-roles). > [!NOTE] > On the Forever Free plan you get 1 staff login (you included). During the 14-day trial and on paid plans you can add more. ## Get your first result Pick the one that matches why you signed up: ::: cards - [Enrol your first student](school/) — Add a student by hand or import a spreadsheet, then mark a register once - [Collect your first fee](fees/) — Set fee heads and a structure, then record a payment and send the receipt on WhatsApp - [Answer your first enquiry](crm/) — Share your enquiry form link and watch the lead arrive - [Sell your first course](learn/) — Create a course, set a price and share its page - [Turn on WhatsApp replies](whatsapp/) — Write your answers in the knowledge base and let the AI reply - [Add your employees](people/) — Put your team in MJX People so they can punch in and apply for leave ::: ## Finish your profile > [!PATH] Sidebar › Settings › Organisation › Logo & colours ![Settings page with the Branding tab marked](media/get-started/quickstart-5.jpg "Sidebar › Settings › Organisation › Organisation details › Branding") Upload your logo, pick a theme colour, and fill in your address and contact phone on the **Address & info** tab. Your logo goes on every receipt, report card and certificate, and on the enquiry form the public sees. See [Organisation settings](account/organisation-settings). ## If something goes wrong | What you see | What to do | |---|---| | *This mobile number is already registered. Sign in, or use another number.* | You already have an account. Sign in on your portal, or use another number. | | *That code is already taken. Please choose another one.* | Choose another **Your Portal URL**. | | *Type a valid 10-digit Indian mobile number.* or *Enter a valid mobile number for (country).* | Check the country code next to the box, then type the number without the country code or a leading 0. | | The `/login` page on the main site does not open | Sign in on **your own** portal address, `yourname.pathshala.mjxtechnologies.com/login`. | More in [Troubleshooting](account/troubleshooting). For setup help, WhatsApp **+91 79968 37555** — onboarding, data import and staff training are free. ## Questions people ask ### Do I need a card to sign up? No. Sign-up is free, starts a 14-day trial with no card, and then moves you to the Forever Free plan by itself. ### Is there an OTP at sign-up? No. You fill in one form and your portal is created. Your password is then sent to you on WhatsApp and email, and you are asked to change it the first time you sign in. ### Which number do I sign in with? The WhatsApp mobile number (or the email) you gave at sign-up, on your own portal's /login page. ### Can I change the business type later? Yes. The owner can change it in Settings, on the Address & info tab, under "What kind of organisation is this?". ### Can I change my portal address later? The portal address (subdomain) is shown read-only in Settings. Choose it carefully at sign-up, or ask MJX support.