Milestone 1.3: Customising your Templates

Modified on Fri, 14 Mar at 3:19 PM

Setting up your Templates

Templates allow you to customise the messages and text snippets displayed in Discover, and used in various emails and reports. Over time, work your way through the Discover templates and edit them to customise them for your centre. You can use the search window on the right side to filter this list.

Go to Centre Set Up > Templates > Click on the Template you would like to edit > Make your changes > Click on Save

You don't have to use all of these email templates - it is best practice to get the ones set up that you will need from day 1.

This will be Tax Statement Instructions - Add in the Centre Bank Account Details here, so Parents can make payments for care as easily as possible and Default Email Signature - Then you won't have to type out your signature every time you send an email from Discover.

If you are using the Enquiry Process or the Digital Enrolment Form - these templates are also going to require editing if you would like them customised for your service.

Accepted Email	Enquiry Process
Accepted SMS	Enquiry Process
Attestation Email Month 2	Email that the Attestation is attached to for Month 2
Attestation Email Month 3	Email that the Attestation is attached to for Month 3
Bill payers missing details	Email that the Parent is sent regarding missing details
Category (I) Medicines	Section on the Enrolment Form
Category (II) Medicines	Section on the Enrolment Form
Category (III) Medicines	Section on the Enrolment Form
Child Leave Survey Email	The Email that the Survey will be attached to
Child Start Survey Email	The Email that the Survey will be attached to
Children Attendance Report Email
Contacted Email	Enquiry Process
Contacted SMS	Enquiry Process
Email Access Pin	The email template that will include a random generated pin for the family to sign their child in via the tablet
Email Default Signature	The default signature that will appear on the emails sent direct from Discover
Email User Instructions	The email you send to your staff if you want them to have a log in to Discover
Enrolment Form Centre Policies	The Editable Section on the Digital Enrolment Form
Enrolment Declaration	The Editable Section on the Digital Enrolment Form
Enrolment Form Fee Details	The Editable Section on the Digital Enrolment Form
Enrolment Form Header	The Editable Section on the Digital Enrolment Form
Enrolment Form Holiday Break	The Editable Section on the Digital Enrolment Form
Enrolment Form Option Charges	The Editable Section on the Digital Enrolment Form
Enrolment Form Parent Declaration	The Editable Section on the Digital Enrolment Form
Enrolment Form Uploads	The Editable Section on the Digital Enrolment Form
Family Boost Quarterly Statement	The Editable Email that the Statement is Attached to
Hours ECE Attestation	The Editable Email that the Attestation is Attached to
Immunisation Email	The Automated Email for Immunisation Reminders
Information Sent Email	Enquiry Process
Information Sent SMS	Enquiry Process
Invoice Overdue Statement	The Editable Email that the Overdue Statement is Attached to
New Enquiry Email	Enquiry Process
New Enquiry SMS	Enquiry Process
Not Interested Email	Enquiry Process
Not Interested SMS	Enquiry Process
Online Enquiry Customer Notification Email	Enquiry Process
Online Enrolment Customer Notification Email	Enquiry Process
Parent Portal Email Notification	The Email with information for the Parent, regarding access to the Parent Portal
Payment Plan Statement Email
Place Offered	Enquiry Process
Place Offered SMS	Enquiry Process
Post Tour Follow-Up Email	Enquiry Process
Post Tour Follow-Up SMS	Enquiry Process
Privacy Statement	The Editable Section on the Digital Enrolment Form
Reminder
Service Declaration	The Editable Section on the Digital Enrolment Form
Sign up to Payments Request	The Editable Email that the Sign Up is Attached to
Staff Leave Applied Email	The Editable Email template when a Staff member applies for leave via Discover
Staff Leave Status Update Email	The Editable Email that the outcome of Staff Leave
Tablet Message Change in Attendance	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Change in Enrolment Form	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Daily Annotation	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Injury or Illness	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Medicine Reminder	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Milk or Formula needed	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Nappy Reminder	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tablet Message Note to Parent	The Editable Tablet Messages that can be sent from Discover in Bulk Communication
Tax Invoice Email	The Editable Email that the Invoice is Attached to
Tax Invoice Instruction	The Editable Section at the bottom of the Invoice
Tax Receipt Email	The Editable Email that the Receipt is Attached to
Tax Statement Instructions	The Editable Section at the bottom of the Statement
Tour Completed Email	Enquiry Process
Tour Completed SMS	Enquiry Process
Tour Reminder Email	Enquiry Process
Tour Reminder SMS	Enquiry Process
Tour Scheduled Email	Enquiry Process
Tour Scheduled SMS	Enquiry Process
Visitor Health & Safety Policy	Displays on the Tablet when a Visitor Signs in
Waitlist Confirmation Email	Enquiry Process

When you have completed customising your Templates, you can then move on to Setting up your Centre / Service Calendar

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