The Student Area module offers full customization and numerous benefits for your exchange agency, your students, and, when applicable, their legal guardians.
In the back office, after converting a quote into a sale, you can invite the student to create their account in the web app. This app is responsive and can be accessed from any smartphone.
Through their profile, your agency can exchange documents with the student online throughout the enrollment process.
This system is not only secure but also aims to streamline the enrollment process, offering a smoother and faster experience.
It provides a more satisfying experience for the student and their guardians, allowing your customer support team to collaborate effectively, offer assistance, and introduce new products and services during this critical stage of the onboarding process.
How to Set Up the Student Area
Step 1 – Request Your Exclusive Link
Contact our team via WhatsApp and request your exclusive link.
Step 2 – Configure the Required Documents
Go to Settings > Student Area Documents.
Edit the list of documents required for enrollment. These should include all the documents your agency needs to complete the enrollment process.
Step 3 – Enable the Student Area for a Lead
Access the lead’s profile and enable the Student Area by creating an individual access password after completing the sale of an exchange program.
Student Access and Features
Once enabled, the student can log in with their email and password to access the following information:
Personal Information
Purchased Program and Other Items from the Quote
Documents
Important Dates
We hope you enjoy this exciting new feature!
If you still have questions, feel free to contact support or reach out via WhatsApp.