Accessing the Settings Menu

Proper system setup is essential to make the most of all the features.

To access the settings, click on the Profile Picture Icon in the upper-right corner > Settings.

The site will redirect you to the Settings page, which has its own menu for editing your preferences.

Important: What you see in the settings menu depends on the modules you’ve purchased for your account and your access level.

The Settings Menu offers several options. Below is a summary of each section. If you’d like to learn more about a specific section, click its name for a detailed tutorial.

In our system, agencies can manage multiple offices. To add a new office, click the blue button and fill out the required information.

This section shows which office’s preferences you’re editing. If you have multiple offices, you need to select the specific office you wish to configure before making any changes.

Edit your office’s preferences here. You can add a logo, update location details, set the time zone, define a default description for your budgets, and more.

Create custom pipelines from scratch, edit names, statuses, and checkpoints. Create as many pipelines as needed based on your agency’s processes.

Configure everything you need for efficient financial management: currency exchange rates, bank accounts, cost centers, payment methods, and commission rules.

Add new users to your account, edit existing users' details, block access, or delete inactive users.

Set up the layout of your budgets, configure search preferences, define the information displayed in budgets, and enable notifications for updated values.

Create folders that will appear in every student’s profile. You can later attach important documents to these folders to keep them organized and easily accessible.

This service integrates your website with our platform. When someone fills out a form on your website, a profile is automatically created in Ally based on your pre-defined preferences. Only subscribers to this service can see the configuration options.

Create email templates using variables that automatically populate with the student’s information. This speeds up the process of sending informative emails.

Similar to the email template, this tool uses student and budget data variables to create standard contracts. With just a few clicks, you can generate a complete contract and download it as a PDF or print it.

View details about your account, billing information, and our terms and conditions.

Use an Excel spreadsheet to add multiple leads to the system simultaneously.

Connect Ally with other applications to streamline your workflows. Available integrations include:

For leads that don’t convert, you can archive them. This removes them from your active leads list without permanently deleting them, in case you want to take future actions. Here, you can define the reasons for archiving a lead and keep a record.

This tool allows students to fill out their own information. You can customize the form by renaming fields, marking fields as required, and choosing which ones will be visible.

Add all the channels through which you acquire students. Later, you can generate reports to identify which sources are driving the most sales.

Create tags to label your leads. These act as keywords related to your students’ interests, making it easier to filter and find specific groups later.

Create notices for specific schools, campuses, or courses. These can be used to alert consultants about the need to include a fee or to inform them about promotions. Notices appear as pop-ups on the screen during budget creation.

If you still have any questions, contact support or reach out via WhatsApp.