Complete Onboarding Guide

This comprehensive guide will walk you through every step of setting up your Guidroo account, from initial signup to teaching your first class.

Table of Contents

1. Initial Account Setup
2. Profile Configuration
3. Organization Creation
4. Team Invitations
5. First Course Setup
6. Payment Configuration
7. Testing Your Setup

Initial Account Setup

Step 1: Create Your Account

1. Visit Guidroo.com and click "Get Started"
2. Enter your details:
   • Full name
   • Email address
   • Secure password (minimum 8 characters)
3. Verify your email by clicking the link in your inbox
4. Complete security setup (two-factor authentication recommended)

Step 2: Choose Your Plan

Select the plan that best fits your needs:

Free Plan:

• Up to 5 students
• Basic features
• Community support

Pro Plan:

• Unlimited students
• Advanced features
• Priority support
• Payment processing

Business Plan:

• Multiple organizations
• Team management
• Advanced analytics
• Custom branding

Profile Configuration

Step 1: Personal Information

Complete your profile with:

• Profile Photo: Upload a professional headshot
• Display Name: How students will see your name
• Bio: Brief description of your teaching experience
• Location: Your city and country
• Time Zone: For accurate scheduling

Step 2: Teaching Preferences

Set up your teaching preferences:

• Subjects: What you teach (Math, Science, Languages, etc.)
• Grade Levels: Age groups you work with
• Teaching Style: Your approach to instruction
• Availability: When you're available to teach
• Language: Your primary teaching language

Step 3: Professional Information

Add your professional credentials:

• Education: Degrees and certifications
• Experience: Years of teaching experience
• Specializations: Areas of expertise
• Awards: Recognition and achievements
• References: Professional references (optional)

Organization Creation

Step 1: Organization Details

Create your teaching organization:

• Organization Name: Your school, tutoring center, or brand name
• Description: What your organization offers
• Website: Your organization's website URL
• Logo: Upload your organization's logo
• Tagline: Brief description of your mission

Step 2: Business Information

Provide your business details:

• Business Type: Individual, company, or non-profit
• Tax ID: Your business tax identification number
• Address: Your business address
• Phone: Contact number for students and parents
• Business Hours: When you're available for support

Step 3: Organization Settings

Configure your organization settings:

• Default Currency: Your preferred payment currency
• Time Zone: Your organization's time zone
• Language: Primary language for your organization
• Privacy Settings: How much information to share publicly
• Notification Preferences: How you want to be notified

Team Invitations

Step 1: Invite Team Members

Add team members to your organization:

1. Go to Settings → Team Members
2. Click "Invite Member"
3. Enter email address of the person you want to invite
4. Select their role:
   • Admin: Full access to all features
   • Tutor: Can create and manage courses
   • Member: Basic access to view content
5. Add personal message (optional)
6. Send invitation

Step 2: Role Management

Understand and manage team roles:

Administrator Permissions:

• Create and manage all courses
• Invite and manage team members
• Access billing and payment settings
• Manage organization settings
• View all analytics and reports

Tutor Permissions:

• Create and manage their own courses
• Schedule and conduct live sessions
• View student progress and attendance
• Access teaching materials and resources
• Communicate with students

Member Permissions:

• View assigned courses and content
• Access shared resources and materials
• Participate in team discussions
• View basic organization information

Step 3: Pending Invitations

Manage pending invitations:

• View Status: See who has been invited and their status
• Resend Invitations: Send reminders to pending members
• Cancel Invitations: Remove invitations if needed
• Track Responses: Monitor who has accepted or declined

First Course Setup

Step 1: Create Your First Batch

A "Batch" is a course or class that students can enroll in:

1. Navigate to Batches in your dashboard
2. Click "Create New Batch"
3. Fill in course details:
   • Course Name: e.g., "Advanced Mathematics - Grade 10"
   • Subject: Select from available subjects
   • Description: What students will learn in this course
   • Start Date: When the course begins
   • End Date: When the course ends
   • Max Students: Maximum number of students allowed

Step 2: Course Configuration

Configure your course settings:

• Pricing: Set course price or make it free
• Payment Required: Whether payment is mandatory
• Prerequisites: Any requirements for enrollment
• Materials: What students need to bring
• Assessment: How students will be evaluated

Step 3: Assign Instructors

Select who will teach this course:

• Primary Instructor: Main teacher for the course
• Co-instructors: Additional teachers who can help
• Teaching Assistants: Support staff for the course
• Guest Instructors: Special guest teachers

Payment Configuration

Step 1: Set Up Payment Processing

Configure how you'll receive payments:

1. Go to Settings → Payments
2. Click "Set Up Payments"
3. Choose payment method:
   • Stripe: Credit card processing
   • PayPal: PayPal integration
   • Bank Transfer: Direct bank transfers
4. Complete verification process

Step 2: Configure Billing

Set up your billing preferences:

• Billing Cycle: Monthly or annual billing
• Payment Terms: When payments are due
• Late Fees: Penalties for late payments
• Refund Policy: Your refund terms
• Tax Settings: Tax collection preferences

Step 3: Test Payments

Test your payment setup:

1. Create a test course with a small fee
2. Enroll as a test student using a different email
3. Complete the payment process
4. Verify payment is received
5. Test refund process if applicable

Testing Your Setup

Step 1: Create a Test Session

Before teaching real students, create a test session:

1. Go to your batch and click "Add Session"
2. Create a test session with a future date
3. Add test content and materials
4. Invite a colleague or friend to join
5. Test all features before going live

Step 2: Test Video and Audio

Ensure your equipment works properly:

• Test your camera and microphone
• Check internet connection speed and stability
• Test screen sharing functionality
• Verify recording capabilities
• Test on different devices (computer, tablet, phone)

Step 3: Practice Session

Conduct a practice session:

1. Start a test session with a colleague
2. Practice all features:
   • Screen sharing
   • Whiteboard usage
   • Chat functionality
   • Recording features
3. Test student perspective by joining as a student
4. Review session recording to check quality

Next Steps After Onboarding

Explore Advanced Features

Once basic setup is complete:

• Content Library: Organize your teaching materials
• Student Analytics: Track progress and engagement
• Automated Scheduling: Set up recurring sessions
• Mobile App: Download the Guidroo mobile app
• Integrations: Connect with other tools you use

Join the Community

Connect with other educators:

• Community Forum: Ask questions and share experiences
• Webinars: Attend training sessions and workshops
• Best Practices: Learn from successful educators
• Feature Requests: Suggest improvements to the platform

Get Support

Access help when you need it:

• Help Center: Comprehensive documentation
• Video Tutorials: Step-by-step guides
• Live Chat: Real-time support during business hours
• Email Support: Detailed help via email
• Phone Support: Direct phone support for Pro and Business plans

Troubleshooting Common Issues

Account Setup Issues

Email Verification Problems:

• Check spam folder for verification email
• Try resending verification email
• Contact support if email doesn't arrive

Profile Upload Issues:

• Ensure image is under 5MB
• Use supported formats (JPG, PNG, GIF)
• Try a different browser if upload fails

Organization Setup Issues

Logo Upload Problems:

• Use high-resolution images
• Ensure logo is square or rectangular
• Try different image formats

Team Invitation Issues:

• Verify email addresses are correct
• Check spam folders for invitation emails
• Resend invitations if needed

Course Setup Issues

Session Scheduling Problems:

• Ensure dates are in the future
• Check time zone settings
• Verify instructor availability

Payment Setup Issues:

• Complete all required verification steps
• Check bank account information
• Contact payment provider support

Success Tips

Best Practices for New Users

1. Start Small: Begin with a simple course before complex setups
2. Test Everything: Always test features before using with students
3. Get Feedback: Ask colleagues to review your setup
4. Stay Updated: Check for platform updates and new features
5. Join Community: Connect with other users for tips and support

Common Mistakes to Avoid

1. Skipping Testing: Always test before going live
2. Poor Planning: Plan your courses and sessions in advance
3. Ignoring Settings: Review all settings before starting
4. Not Backing Up: Keep copies of important materials
5. Rushing Setup: Take time to properly configure everything

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Congratulations! You've completed the Guidroo onboarding process. You're now ready to start teaching and making a difference in your students' lives. Remember, our support team is always here to help you succeed!