Milestone 1.3 Personalise your Templates

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

Getting Started:

1. Go to Centre Set Up > Templates

2. Click on the template you want to edit

3. Make your changes

4. Click Save

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

Focus on These First:

• 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.