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Group leadership · School staff

Franchise & multi-campus

Self-paced · updated with each release

Audience: Franchise owners, group academic heads, central ops
Duration: ~1.5 hours
Prerequisites: Getting started · Principal guide

Learning objectives

  • Switch between campus and franchise console
  • Apply group policies without breaking campus autonomy
  • Read group MIS and compare campuses
  • Delegate CRM/ERP access per campus

1. When to use franchise console

Route: /school-panel/franchise

Use when your login has franchise HQ access. Individual campus staff usually work in normal /school-panel scoped to one campus.

Need Console
Single campus admissions CRM /school-panel/leads
Compare funnel across branches Franchise /school-panel/franchise
Group policy templates /school-panel/franchise/settings

2. Campus scope

  • Header campus selector limits leads, payments, and reports to one branch.
  • Franchise views aggregate permitted campuses only.
  • IT admins assign campus access in Users & roles.

3. Group reporting

4. Governance

Routes: /school-panel/settings/governance, /school-panel/franchise/settings

Align admission rules, branding, and integration credentials. Institution-level WhatsApp numbers are shared — see Communications playbook § Franchise.

Lead preferences (default priority, SLA, lost reasons)

Setting Where
Default lead priority for new leads Branch settings → Lead preferences (/school-panel/settings/governance) — field Default lead priority
Group-wide template Franchise settings → Lead preferences (/school-panel/franchise/settings)
Per-rule assignment (round robin, teams, conditions) Lead distribution (/school-panel/settings/lead-distribution) — separate from default priority

If no policy is set, new leads use platform default Normal (see governed LEAD_PREFERENCES in the product).

5. Billing & plans

Routes: /school-panel/plan, /school-panel/billing, /school-panel/usage

Central finance contacts Skolzo for contract changes; campus admins may have read-only usage.

Practice exercise

  1. Open franchise dashboard and compare two campuses’ funnel metrics.
  2. Switch campus selector and confirm lead list changes.
  3. Document which integrations are institution-wide vs campus-specific.

See also