Templates
How to Update Privacy Notice and Student Declaration for your Enrolment forms
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 add Custom Enrolment Status in the SMS
OVERVIEW In this tutorial, we will show users how to add a custom enrollment status in the SMS. This feature lets you create an enrollment status customised and tailored to your organisation's requirements, helping you capture and indicate the exact ...
How to Add Custom Fields (Enrolment Wizard)
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 ...
Adding Custom SMS Fields to Show on Students Details and Enrolments
OVERVIEW Custom fields allow you to capture specific information in your SMS that ma 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 to ...
Setting Up Email Templates in the SMS
OVERVIEW In this tutorial, we will show users how they can update default or create new email templates in the SMS. These templates can be used when sending out emails to students without having to start all over. Furthermore, these templates are the ...
Setting Up an Attendance Email Template
OVERVIEW In this tutorial, we will walk you through on how to set up attendance emails that will be automatically sent to students when they incur any absence during their training. Navigation Instruction: Follow us through our interactive tutorial ...
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 ...
How to Set Up Automated Invoice Email Templates v2.0
OVERVIEW This tutorial will show how to set-up automated invoice-related emails in your SMS. Depending on the email type, students will automatically receive the invoice-related email. Navigation Instruction: Follow us through our interactive ...
How to Set Up a Password Reset Email Template
OVERVIEW In this tutorial, we will show how you can set-up your Password Reset Email template. This email will automatically be sent to users who are trying to reset their SMS password. Navigation Instruction: Follow us through our interactive ...
Updating Privacy Notice and Student Declaration in the SMS
OVERVIEW In this tutorial, we will walk you through on how you can add your own Privacy Notice and Student Declaration that will appear on your external enrolment form. Navigation Instruction: Perform the actions in our interactive tutorial below, or ...
Creating Task Templates in the SMS
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 ...
Creating Checklists in the SMS
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. Navigation Instruction: Perform the actions in our interactive ...