How can we help you run your institute?

Everything a Wise admin or owner needs to know — from day-one setup to billing, credits, and payouts.

1. Getting Started

Finding your way around the Owner dashboard

Where to find this: left-hand menu, visible on every screen Everything you do as an Owner or Admin starts from the left-hand menu.

2. Before You Launch

2.1

Lock in your institute identity

Your Institute Name and Institute Code are set at signup and become part of how your institute is identified across the platform — login links, bookmarks,

2.2

Your custom domain

By default your institute lives at a Wise-branded subdomain.

2.3

Branding: logo, cover image, language & time format

Where to find this: Settings → Institute Settings → Details & Assets This is the one-time visual setup pass: your public-facing Institute Name, a Logo (108

2.4

Terminology: rename the platform to match your business

Where to find this: Settings → Institute Settings → Keywords Keywords is Wise's white-label terminology feature: rename "Learner" to "Student," "Instructor

2.5

Your mobile app

Every institute gets a free, non-branded mobile app — "My Online Classes" — that works immediately once your Institute Code (2.1) exists; students and tuto

2.6

Session recording defaults

Where to find this: Settings → Sessions Settings → Recording Settings Automatic Recording turns on recording for every session by default, with a separate

2.7

AI settings

Where to find this: Settings → AI Settings Worth a quick pass before launch since it shapes every session going forward: whether sessions auto-generate qui

3. Adding People

3.1

The Users section: Learners and Tutors

Where to find this: left menu → Users Users has two tabs: Learners and Tutors.

3.2

The four ways to add someone

Clicking + Add from Users opens a modal with four paths: Learner/Parent — add a single student (and optionally their parent) without yet enrolling them in

4. 1:1 Courses — End to End

4.1

Creating a 1:1 course: the 5-step wizard

Where to find this: left menu → 1:1 Courses → Add From 1:1 Courses, clicking Add (then New 1:1 course / Blank template) opens a single wizard that creates

4.2

Choosing a billing plan type

Step 4 of the enrollment wizard (4.1), "Setup Billing Plan," opens either Select Billing Plan (reuse an existing plan already on the account — see the Link

4.3

Tabs inside a 1:1 course

A 1:1 course has five tabs: Home, Timeline, Content, Billing, and Settings.

4.4

The Billing tab, after a course is created

Once a course exists, its Billing tab shows a plan summary card (with an Edit button), the plan's terms (Amount / Billing Cycle / Grace Period for session-

5. Group Courses — End to End

5.1

Creating a Group course

Where to find this: left menu → Group Courses → Add course Group course creation is a single modal, not a wizard: two fields, Name and Subject, and clickin

5.2

Tabs inside a Group course

A Group course has seven tabs, more than 1:1's five (4.3), reflecting that multiple learners share one course: Timeline, Sessions, Content, Landing Page, L

5.3

Adding learners: Invite

Clicking Invite (from the Timeline card, 5.2) opens two paths: Share invitation — a course ID/link you distribute yourself; learners who use it request to

5.4

Enrollment wizard & billing plans

Choosing "Add single learner" (5.3) opens a "New Enrollment" modal — a 2-step wizard, shorter than 1:1's (4.1) because tutor assignment and scheduling aren

5.5

Scheduling sessions & tutor assignment

Where to find this: course → Sessions tab → Schedule Sessions, or Settings → Tutors Unlike a 1:1 course, which schedules sessions as part of enrollment (4.

5.6

Content, Drip Settings & Landing Page

Content starts with one pre-created "Section 1" (0 Activity sheets), an "Add Section" button, and a "Choose a template" shortcut.

5.7

Leaderboard

The Leaderboard tab shows Past 7 days and All time rankings, refreshed on a visible cadence (e.g.

5.8

Settings sub-tabs, in full

The full list of sub-tabs under a Group course's Settings tab: Course info, Public page settings, Payment plans, Drip settings (5.6), Tutors (5.5), Session

6. Recorded Courses — End to End

6.1

Not yet documented or walked live

This is the one course model of the three we haven't opened yet.

7. Managing a Tutor

7.1

Opening a tutor's profile

Where to find this: Users → Tutors → click a name Clicking any tutor opens a detail panel with their name, a tutor ID, their email, and three actions: View

7.2

Overview, Registration, Courses, and Sessions

Overview — summary cards for Courses Assigned, All Sessions, and Duration, plus a sessions-by-month chart and a payouts chart split Paid vs.

7.3

Payouts, Calendar, Availability, and Leaves

Payouts — four summary cards (All Sessions, All Payouts, Payouts in Review, Payouts Approved), filterable by date range (defaults to "This month"), then a

7.4

Preferences and Communications

Preferences holds this tutor's own booking rules: Minimum Notice for Session Booking, Buffer Time Between Session Bookings, Restrict Bookings to Adjacent S

8. Scheduling

8.1

Booking rules students run into

These are the institute-wide defaults that govern how a student books a session with a tutor (a tutor can also have their own values — see 7.4): Minimum no

8.2

Conflict prevention & late-start alerts

Prevent scheduling conflicts — blocks anyone from scheduling outside a tutor's working hours, or at a time that tutor is already booked.Show only schedulin

8.3

In-person sessions & locations

You're not limited to online sessions.

8.4

Consultations

Not yet documented or walked live.

9. Billing, Credits & Payouts

9.1

Setting up Payments

Under Settings → Payments, four things need deciding before billing plans (4.2) mean anything: Default Currency — the primary currency for all course prici

9.2

How credit deduction actually works

Under Settings → Sessions → Credit Settings, three choices control exactly when a session credit leaves a learner's balance: Automatically on Scheduling —

9.3

Turning on instructor payouts

Under Settings → Instructor → Instructor Payouts: Enable instructor payouts — lets you set a per-session payout amount on each course.

9.4

Still unverified from the support log

A few real, repeatedly-confirmed facts from the support-call log aren't in the official Settings Guide and haven't been re-walked live, so they stay flagge

10. Content & Gamification

10.1

Leaderboard & points, institute-wide

Where to find this: Settings → Leaderboard & Gamification; shows to students on a Group course's Leaderboard tab (5.7) A single institute-wide toggle turns

10.2

Store & Progress Reports review

Stub — not yet documented or walked live.

11. Notifications & Messaging

11.1

Chats: setup & permissions

Chats on Wise work without anyone seeing anyone else's phone number or email — everything routes through the platform.

11.2

Email & WhatsApp notifications

Two global switches under Manage Notifications turn WhatsApp and Email notifications on or off for every user at once, with a separate "Configure Notificat

12. Settings Hub (remaining categories)

12.1

Institute coupons & legal links

Institute Coupons supports percentage discounts (e.g.

12.2

Onboarding welcome notes

A separate, configurable welcome note per role (Learner, Parent, Tutor, Admin), shown the first time someone logs in or whenever they click "Get Started."

12.3

Student settings

Features: a system-generated 4-digit Login PIN per student (visible to admins on the student's profile, removing the need for email/phone OTP), and Enable

12.4

Instructor restrictions & working hours

Beyond payouts (9.3), Instructor Settings controls what a tutor can touch: restricting them from editing sessions or course content, letting them manage le

12.5

Registration forms & contracts

A master Enable Registration Form switch turns on custom data collection at signup.

12.6

Developer settings: API & webhooks

For institutes wiring Wise into other systems: Access to APIs opens programmatic access to your institute's data, authenticated with a User ID, API Key (tr

14. Settings — Master Reference

14.1

Institute Settings

1. Details & Assets (Branding & Localization) Defines the visual identity and basic regional settings for your platform.

14.2

Onboarding Instructions

Create customized onboarding instructions and welcome notes for different types of users.

14.3

Sessions Settings

Controls the behavior of your virtual classrooms, recording automation, scheduling logic, and post-session workflows.

14.4

AI Settings

Leverage artificial intelligence to automate post-session administrative tasks and enhance the learning experience with auto-generated materials.

14.5

Student Settings

Configure core features, security restrictions, and live-session behavior for all learners across your institute.

14.6

Instructor Settings

Granular control over your teaching staff — from payroll automation to strict boundaries on what tutors can edit.

14.7

Chats

On Wise, all communication can be managed on the platform itself.

14.8

Registration Form Settings

Manages the initial data collection and legal agreements required when new users join your institute.

14.9

Manage Notifications

Your central hub for configuring how the platform communicates with students, parents, and instructors.

14.10

Payments

Manages the financial infrastructure of your institute.

14.11

Leaderboard & Gamification

Incentivize student participation through a points-based system; rewarding specific behaviors and academic achievements can increase retention and course c

14.12

Developer Settings

1. API Credentials Authentication details required for developers to programmatically access your platform data.

15. Troubleshooting

15.1