By choosing a quotation and moving your student from the Opportunity phase to the Bookings phase, you will have access to a range of features such as the control of procedures.
We know that your internal procedures may change for different programes and schools, so we’ve come up with a way to make your life easier! You can now create different procedure templates and apply to each student accordingly.
To create a new template, enter the student profile already in the Bookings phase, and on the Procedures tab, click Select a Template.
If you have previously created a template, you can search for it and select in order to apply to that student. If you want to create a new template, click New Template.
You should now define a name for the template and add all procedures that will be in that template. You can add as many procedures as you need. When done, click Create Template.
The template has already been created, saved and automatically added to the student.
If you would like to add the same template to other students, simply go to the Procedures tab in any student profile in the Bookings phase, click Select Template and choose the saved template from the available options.