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
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
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
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
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
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
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
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
Marketing > New Application > Subjects Delivery Dates This screen will show you the Program details along with the subjects and their delivery dates. The… Read More »New Application and Subjects Delivery Dates
Marketing > New Application > Choose Programs This screen allows you to choose the program for the application and you can create multiple applications. When… Read More »New Application and Choose Programs
Marketing > New Application > Student Selection In this step, you either create a new applicant or search and select an existing applicant/student. Once you… Read More »New Application and Student Selection