Templates
How to Use Custom Enrolment Status and Status Types
OVERVIEW In this tutorial, we will show users how to add a custom enrolment status in the SMS. This feature lets you create an enrolment status customised and tailored to your organisation's requirements, helping you capture and indicate the exact ...
How to Create Checklists
Overview A checklist is a list of tasks to be done. In this tutorial, we will show how you can create a checklist and use it when creating and assigning tasks to users within the SMS. Step Tutorial 1. From the sidebar menu, go to Administration then ...
How to Create Task Templates
OVERVIEW Task Templates allows you to create a set of tasks that can be reused on similar deliverables later on. Thus, it saves time in creating the same tasks over and over. In this tutorial, we will show how you can create task templates in the ...
How to Set Up Automated Invoice Email Templates
Overview This tutorial will discuss how to set up your own automated invoice-related emails in SMS. Depending on the email type, students will automatically receive the invoice-related email. Step Tutorial 1. From the Homepage (Dashboard), go to ...
How to Set Up a Password Reset Email Template
Overview In this tutorial, we'll discuss how to set up your Password Reset Email template. This email will be automatically sent to users who are trying to reset their SMS password. Step tutorial 1. From the Homepage (Dashboard), go to Administration ...
How to Create or Edit Email Templates
Overview Email templates are a powerful tool within student management systems, streamlining communication and ensuring consistency. By utilising templates, administrators can save time by eliminating redundancy in creating emails, reduce errors, and ...
How to Update Privacy Notice and Student Declaration
Overview Enrolment forms are a crucial part of the training process especially for organisation that are required to submit the data included in the forms to the government for reporting. These enrolment forms includes privacy notices as documented ...
How to Use Custom Fields
OVERVIEW Custom fields allow you to capture specific information in your SMS that may not be included in the pre-defined forms. Using custom fields enable you to gather and store information that is unique to your organisation’s needs, allowing you ...
How to Create Newsletters in the SMS with Unsubscribe Option
Overview Newsletters are an invaluable tool for educational institutions, allowing them to disseminate important information, updates, and announcements efficiently to students. It's equally crucial to respect recipients' preferences and provide them ...