New Applicant
Marketing > New Application > New Applicant This screen allows you to add a new applicant to your RTO along with their basic details. It… Read More »New Applicant
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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 the invoice date and due… 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
New Application and Subjects Delivery Dates
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
New Application and Choose Programs
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
New Application and Student Selection
Marketing > New Application > Student Selection In this step, you can either create a new applicant or search for and select an existing applicant… Read More »New Application and Student Selection
Agent Dashboard
Marketing > Agent Dashboard The Agent Dashboard screen will give you a history of the Agent with your college. It is comprised of several different… Read More »Agent Dashboard