Milestone 1.3 Personalise your Templates

Modified on Mon, 21 Jul at 12:44 PM

Templates let you personalise messages, emails, and reports in Discover to suit your service/centre.

Tip: Use the search bar to quickly find specific templates.

Tax Statement Instructions: Add your centre’s bank details so parents can easily make payments.
Default Email Signature: Set this up once so you don’t have to type it every time.

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.