Optional but Helpful:
If you’re using Enquiry or Digital Enrolment Forms, make sure to customise those templates too for a smoother parent experience.
No need to set up every template right away—just start with the ones you'll use from day one.
When you have completed customising your Templates, you can then move on to Setting up your Service/Centre Calendar.
Below is the Templates we have available as well as what they are used for.
| Email Template | Use |
Accepted Email / SMS | Confirms a family’s application or enrolment has been received and accepted. |
Attestation Email Month 2 & 3 | Reminds the service to complete monthly attestation forms for ECE or CCS compliance. |
Bill Payers Missing Details | Alerts families to update incomplete payer or account details before billing. |
Category (I-III) Medicines | Information appears on the Digital Enrolment Form |
Child Leave Survey Email | Survey Email when a Child Leaves the service |
Child Start Survey Email | Sends parents a post start survey to provide feedback |
Children Attendance Report Email | Delivers attendance summary or weekly roll report to families. |
Contacted Email / SMS | Notifies that the centre has reached out to the family after enquiry or tour. |
Direct Debit Payment Failed Notification | Advises payer of a failed direct-debit attempt and next steps. |
Email Access PIN | Provides secure PIN for parents to sign their child in and out of the service |
Email Default Signature | Standardised signature used across all outbound emails that are sent from Discover |
Email User Login Instructions | Guides users on how to log into the parent portal. |
Enrolment Form Centre Policies | Displays required centre policies within the online enrolment form. |
Enrolment Form Declaration | Parent declaration agreeing to centre terms and conditions. |
Enrolment Form Fee Details | Outlines fee structure and payment expectations. |
Enrolment Form Header | Title and branding section of the online enrolment form. |
Enrolment Form Holiday Break | Section where the service indicates holiday periods or absences. |
Enrolment Form Option Charges | Lists optional extras or additional fees (e.g., meals, excursions). |
Enrolment Form Parent Declaration | Updated consent statement confirming accuracy of information. |
Enrolment Form Uploads | Section for parents to upload required documents (ID, immunisation, etc.). |
Family Boost Quarterly Statement | Allows you to Customise the Email that the Quarterly Boost Statement is attached to. |
Home-based Payment Email / Slip | Confirms educator payment details for home-based care. |
Hours ECE Attestation | Template for parent to attest actual ECE hours. |
Immunisation Email | Requests or confirms immunisation documentation. |
Information Sent Email / SMS | Confirms that requested information has been shared. |
Invoice Overdue Statement | Notifies families of overdue balances and payment instructions. |
New Enquiry Email / SMS | Automatic acknowledgement of a new enquiry submission. |
Not Interested Email / SMS | Sent when a family declines or does not proceed with enrolment. |
Online Enquiry Customer Notification Email | Confirms receipt of an online enquiry form. |
Online Enrolment Customer Notification Email | Confirms receipt of an online enrolment form. |
Online Enrolment Form Message | Custom message displayed at top of the enrolment form. |
Parent Portal Email Notification | Alerts parents to new messages or invoices in the portal |
Payment Plan Statement Email | Details current or proposed payment plan schedule. |
Place Offered Email / SMS | Notifies family that a placement offer is available. |
Post Tour Follow-Up Email / SMS | Thank-you and next-step communication after a centre tour. |
Privacy Statement | Outlines how personal data is collected and managed. |
Reminder | Generic reminder for forms, fees, or upcoming events. |
Service Declaration | Statement of service details used for government reporting. |
Sign Up to Payments Request | Asks families to complete payment authorisation setup. |
Staff Leave Applied / Status Update Emails | Notifies staff when leave is applied for or updated. |
Tablet Message – Change in Attendance / Enrolment / Daily Annotation / Injury / Illness / Medicine Reminder / Milk or Formula Needed / Nappy Reminder / Note to Parent | In-app messages sent to parents via educator tablets for day-to-day updates or incidents. |
Tax Invoice Email / Instruction / Receipt / Statement Instructions | Provides billing, payment, and receipt details for families. |
Tour Completed Email / SMS | Thanks families for attending a tour; outlines next steps. |
Tour Reminder Email / SMS | Confirms upcoming tour appointment details. |
Tour Scheduled Email / SMS | Sends tour booking confirmation. |
Visitor Health and Safety Policy | Informs visitors of safety requirements when on premises. |
Wait List Confirmation Email | Confirms successful wait-list registration. |
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