• How to edit the campus name and classrooms

  Completing your campus information helps your staff and students learn more about you. This information can appear in your automated emails and custom templates (i.e. enrollment and invoice documents). Below are the instructions to add your school's detail, upload a school logo, and edit classrooms. How to edit the campus name and classrooms Tools tab School information Campus Navigate toPopular

• How to create a placement test

  The placement test is usually given to a student entering an educational institution to determine the current level of skills and knowledge. This information determines the most appropriate courses for your enrollment. Add a placement test Go to Tool Placement Test and Click the button +Add a new Placement Test Click on Add a New Placement Test Placement test description Enter tSome readers

• How to edit the school name and url

  The Ayotree URL is the online portal for your users to enter. Give this URL link to anyone that needs to login the system. How to edit the school name or school URL? School Name and URL can be modified through Select tools menu Select school information Select school name & URL School Name Link How do I hide the Ayotree name on the URL? If you like to use your own website, you can do it tSome readers

• How to send emails and set up automated emails (notifications)

  There are various ways to send emails with Ayotree. You have the option to manually send emails or have it automatically send it based on the user's action. Manual Emails You can quickly send mass emails to specific groups of students. CRM Profiles Invoices CRM Send emails to prospective students, enrolled students, or former students. Profiles Send emails to specific groups of students based on the course Invoices Send invoice emails to students or parentsSome readers

• How to create a login portal

  A login portal allows your admins, staff, and students to enter your school platform and use the software. Login portal example How to create a login portal Go to the tools tab and select website builder Update information to start customizing your login portalSome readers

• How to create enrollment contract

  The enrollment contract is the service agreement between the school and the student. You have the abilitty to create an enrollment template to personalize each contract based on the information provided. Once the enrollment contract is completed, you have the option to automate this tasks. So each time a student enrollments into a new course, an automated email will sent out to the user to sign. Once signed, You can store the file on the student profile for your records. How to create an enFew readers

• How to create an invoice contract

  This contract is generated after the enrollment process. How to create enrollment invoice contract The invoice contract is the financial agreement between the school and the student. You have the abilitty to create an invoice template to personalize each contract based on the information provided. Once the invoice contract is completed, you have the option to automate this tasks. So each time a student enrollments into a new course, an automated email will sent out to the user. How to cFew readers

• How to create and use promotion codes

  Promo code is created for schools to have promotion activities. You can create code and send it to your students when you would like to offer a discount to your students. How to create Promo Code Go to Tools Promo Code Manager, Click on +Add Promo Code Finish related information: promo code title; discount type etc. Click on Add then you can see the code on the Promo Code page Add Promo Code (https://storage.crisp.chat/users/helpdesk/website/5876b58d9455bc00/imageFew readers

• How to customize email templates and use short codes

  How to customize emails templates The template is highly customizable with a variety of tools. Ayotree created a default template to display what a typical email looks like as a starting point. The customized templates contains 4 main sections. Enrollment Invoice Emails Assessment (optional) You can go to each section and edit the templates or add a new one. The templates contains short codes, which will pull specific information based on the short code. For example, if you go inFew readers

• How to use Settings?

  If you want to change something general setting about the items below for your school, you can go to Tools Setting Choose the tab make changes Scheduling Finances Pages Registraiton Form Tools Course Categories Payment Details PageFew readers

• How to use admin management?

  If you like to create admins with different permissions, then you can use the Admin Grouping feature. This feature allows you to customize the admin group to have permissions in certain areas. I.e., permitting the sales team to use the CRM tool but restricting them from accessing the scheduling tools. Go to Tools Admin Management Admin Grouping Add new Admin Group Add Admin Group Choose tFew readers