Getting Started with Qylantis: Set Up Your Consultancy in One Afternoon

The hardest part of getting organised is believing it'll take months. It won't. Most consultancies are up and running on Qylantis in a single afternoon. Here's exactly how.

Step 1: Create your consultancy and add your team

Set up your organisation, then invite your counsellors and branch staff. Each person gets a role — owner, counsellor, or staff — so they see exactly what they should, and nothing they shouldn't.

Step 2: Bring your students in

Add students manually, or bulk-import your existing spreadsheet in minutes. Your whole student list lands in one place — no more "which sheet is the latest?"

Step 3: Set up your pipeline and documents

Qylantis ships with a sensible visa pipeline (from first contact to visa granted). Adjust the stages to match how your agency works, and set the document requirements you collect for each student. This is the backbone everything else runs on.

Step 4: Turn on automation

Decide what should happen automatically — checklists assigned, students emailed, follow-up tasks created — when a student changes stage. This is what stops things slipping (see why follow-up matters).

Step 5: Invite students to their portal

Give students access to their self-service portal so they can upload documents and track their stage from their phone. Fewer calls for you, more confidence for them.

Step 6: Configure commissions

Set your commission rates per university, course, and intake, and your counsellor incentive rules. From now on, expected commission is calculated for you (more in the commission guide).

Step 7: Go live

That's it. Open your dashboard and watch your whole pipeline in one screen. Your team works their tasks; students self-serve; you finally see the business.

Tips for a smooth switch

• Start with your active students; archive old ones later.
• Get one branch fully live before rolling out to the rest.
• Use the mobile app so counsellors stay in sync on the move.

Frequently asked questions

How long does it take to set up Qylantis? Most consultancies are operational in an afternoon — import students, set your pipeline and documents, add your team, and go.

Can I import my existing student spreadsheet? Yes. Bulk import brings your current list in within minutes, so you don't start from scratch.

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Set up your consultancy today. Get started free — or see why agencies switch.