Some basic templates to help you get started. Simply download the files, make any necessary updates, and upload them to your system.
Agent Templates
Sample Templates
 | Agent Contract DOCUMENT WORD
AgentContract.docx Generate an agent contract with agent details and a list of commissions. |
Deposit Templates
Enrolment Templates
Sample Templates
 | Attendance Warning Email EMAIL HTML
AttendanceWarning.html Generates an attendance warning email for students based on their current enrolment attendance rate. |
 | Welcome Onboarding Email EMAIL HTML
WelcomeOnboarding.html Generate a welcome onboarding email for students based on their enrolments. |
Invoice Templates
Sample Templates
 | Payment Reminder Email EMAIL HTML
PaymentReminder.html Generate a payment reminder email for Due and Overdue invoice depending on the invoice’s due date and outstanding balance. |
 | Invoice DOCUMENT WORD
Invoice.docx Generates a single invoice. The header will display PAID, OVERDUE, or remain blank depending on the invoice’s due date and outstanding balance. |
 | Invoice DOCUMENT HTML
Invoice.html Generates a single invoice. The header will display PAID, OVERDUE, or remain blank depending on the invoice’s due date and outstanding balance. |
Offer Templates
Sample Templates
 | Letter of Offer (GROSS) DOCUMENT WORD
LetterOfOfferGross.docx Generate a Letter of Offer displaying the GROSS fees, course details, and instalment details. |
 | Letter of Offer (NET) DOCUMENT WORD
LetterOfOfferNet.docx Generate a Letter of Offer displaying the Net and Commission amounts, course details, and instalment details. |
Student Templates