AGD and Enrolments Tile
Marketing > Agent Dashboard > Enrolments Tile The Enrolment tile shows the total number of enrolments linked to the agent. The tile features a calendar… Read More »AGD and Enrolments Tile
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Commission Template Entry Screen
Marketing > Commission Templates > Commission Template Entry screen Overview A commission template specifies the percentage amount that will be paid to the Agent for… Read More »Commission Template Entry Screen
Commission Templates
Marketing > Commission Templates Overview A commission template specifies the percentage amount that will be paid to the agent for their services. The Commission Template… Read More »Commission Templates
Add/Edit Agent
Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon Marketing Menu > Agent Listing screen > +Agent Button These screens will allow you… Read More »Add/Edit Agent
New Applicant
Marketing > New Application > + New Applicant This screen allows you to add a New Applicant to your RTO with their basic details. This… Read More »New Applicant
Agent
Marketing > Agent Overview This is the Agent Welcome screen which will show you the list of Agents in the grid that are Active in… Read More »Agent
Offer Letter
An Offer Letter is a proposed confirmation of enrolment into one or many programs and what the dates and costs for the applicant are. Generally,… Read More »Offer Letter
New Application – Edit Invoices Preview
This is the Application Invoice Preview screen where you can view all the student invoices and agent invoice details, including invoice notes. You can also… Read More »New Application – Edit Invoices Preview
New Application and Edit Invoices screen
Marketing > New Application > Edit Invoices Screen This screen will allow you to edit invoices, and you can (change invoice date and due date,… Read More »New Application and Edit Invoices screen
New Application and Fee Selection
Marketing > New Application > Fee Selection This screen will allow you to select the fees for the application including (Tuition Fee, Application Fee, Material… Read More »New Application and Fee Selection