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How to Create a Budget Template

How to Create a Budget Template

Learn how to create Budget Templates to send to your Students.

Updated over 3 months ago


Step 1 – Access

Click on Marketing > Budget Template > New Budget Template.


Step 2 – Fill in basic information

In this step, you will name the Budget Template, select a nationality for the Campaign, and define whether it will be public or private.


Step 3 – Select what will be included in the Budget

Use the search filters to find and include the Course, Accommodation, Fees, Others (such as additional fees and Discounts), and Experiences. After selecting the items you want, review them and click "Proceed."


Step 4 – Add a Payment Plan and a Description

In the Budget Template Summary, you can select the type of sale, a conversion for the values, an installment plan, and a description. Finally, click "Save."


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

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