SMS Template
Admin > SMS Template The SMS Template screen displays a grid with all available SMS templates. To find a specific template, enter its code or name… Read More »SMS Template
Learning Management System
Email Template
Admin > Email Template The Email Template Welcome screen allows you to craft email templates tailored for various entities within the system, such as Applicants, Applications,… Read More »Email Template
Alert System Configuration
Admin > Alert System Configuration This screen allows you to set the time range for sending emails and SMS notifications through TEAMS. You can also… Read More »Alert System Configuration
Fee Entry Screen
Finance > Fee > +Add button The Fee Entry screen makes it easy to add new fees or modify existing ones. To create a new… Read More »Fee Entry Screen
Fee
Finance > Fee This screen is known as the Fee Welcome screen, and it displays a list of all active fees currently stored in your… Read More »Fee
Student Dashboard – Notes Icon
The Student Notes Icon provides access to a convenient pop-up window where you can easily manage notes for a student. Clicking the Edit icon for… Read More »Student Dashboard – Notes Icon
How to Upload/Change an applicant/student’s profile picture
To upload or change an applicant profile picture, you need to bring your cursor over the thumbnail of the picture, and the system will show To… Read More »How to Upload/Change an applicant/student’s profile picture
Agent Profile Tile
Marketing > Agent Dashboard > Agent Profile Tile This tile provides an overview of an agent’s basic information and offers various account management features. Users… Read More »Agent Profile Tile
Favourite/Most used Tile
Main Dashboard > Favourite/Most used Tile Overview The Favourite/Most Used Tile personalises the user experience by automatically highlighting frequently accessed menus, making it quicker and… Read More »Favourite/Most used Tile
Agent Search
Marketing > Agent Dashboard > Search Agent This screen will allow you to search for an agent. You can simply type the agent name, Agent… Read More »Agent Search