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
RTO software Australia
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
How to Finish Enrolments in Bulk using Finishers Listing Screen
In TEAMS, you must finish enrolments when the students have completed their studies. You do not have to manually open each enrolment and finish it,… Read More »How to Finish Enrolments in Bulk using Finishers Listing Screen
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
Send an Email
TEAMS gives you the option to send out email/s to students, employers, and agents. You will see this option on all the listing screens and in… Read More »Send an Email
Current and Upcoming Enrolments
Student Dashboard > Enrolment and Applications Tile > Current and Upcoming Enrolments Tile Overview The Current and Upcoming tab in the Student Dashboard displays all… Read More »Current and Upcoming Enrolments
Student Details
Student Dashboard > Student Details Tile The tile will give you an overview of the basic information about a student. You can edit details, addresses,… Read More »Student Details
SMS Count
Main Dashboard > Alerts – General Tile > SMS Count SMS count alert will show you the number of SMSs that have been used by a client. The… Read More »SMS Count