How does Planfix centralize parent channels?

Planfix receives requests from all major channels and turns them into tasks with the original sender, child, and group attached. Conditional lists and status rules route them to the right person. You get one workspace where admins, teachers, and management see only what they need, while parents get replies on the same channel.

Can teachers and admins use it without deep training?

Yes. Planner, task templates, and checklists guide non-technical staff through the exact steps. You can prefill actions for schedule changes, building issues, and parent complaints. Teachers see only their tasks, not the whole system, so training is minimal and you keep work standardized.

Can we show parents the history of their requests?

You can give parents access through the client dashboard. They see only shared tasks and comments, while your team can keep hidden comments and internal discussions in the same task. This gives parents transparency without exposing internal notes or sensitive data.

What is the quickest way to start?

Start by connecting the channel you use most with parents, for example WhatsApp or email. Turn incoming messages into tasks, create three conditional lists in Planner, and add status rules for admin, teacher, and finance. From there you can add directories, data tags, reports, and the parent dashboard.

Parent Request and School Operations Management

One Workspace for All Parent Channels

Bring WhatsApp, Telegram, email, calls, and teacher notes into one task workspace. Planfix auto-triages requests, keeps SLA control, and answers on the same channel. Parents and vendors see only what you share.

How channels work

Capture Every Message

Turn messenger, email, and phone inputs into tasks so nothing is missed.

Identify Child and Group

Auto fill parent, child, class, and request type from directories and contacts.

Route and Close Fast

Status sets and rules send tasks to the right staff and close the loop.

Start with the Fastest Win

Connect parent channels and let Planfix create tasks automatically. Use Planner with conditional lists for new requests, schedule changes, and facility issues. Close the same task with the parent on the original channel.

Planner in Planfix

Admin Desk

Sees all parent requests for today in one board with SLA focus.

Teachers & Methodologists

Get only tasks for their groups and classrooms, nothing extra.

Management

Sees volumes, SLA, repeat issues, and building-level load in reports.

Parents

Get timely replies on the same channel or via the client dashboard.

Daily Reality

What You Want

Current Pain

Why It Happens

Daily Reality

Parents write in messengers and staff forwards messages around.

Schedule changes and pickups are tracked in chats.

Facility tasks happen but you cannot report on them.

What You Want

Requests answered inside SLA.

Clean history to show to parents.

Clarity on who handled the request.

Reports that do not depend on screenshots.

Current Pain

You feel reactive and worry you will miss something.

Parents expect more than chats can give.

Staff forgets to close the loop.

Why It Happens

Requests come from many channels.

No single board to control the day.

No guided status rules for staff.

Status rules

How Planfix Runs School Operations

Capture and structure parent requests, route and perform school work, communicate on the same channel, and report for management. Directories, templates, and rules keep getting smarter every week.

Automation for schools

1. Capture and Structure

Turn chats, emails, and calls into tasks; auto fill parent, child, and group.

2. Route and Perform

Status sets and checklists send only relevant actions to teachers and admins.

3. Communicate and Close

Reply from the same task on the same channel and log evidence.

4. Report and Improve

Data tags, project totals, and dashboards show volumes, SLA, and repeat issues.

What It Looks Like After Setup

Your school has one intake board. Every parent interaction becomes a task with a responsible person and checklist. Parents get answers. Management sees it all on dashboards and can prove SLA.

Dashboards