Setting up your Templates
This information will not transfer from the Pervious Centre Set Up.
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 |
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