Settings
Settings
Articles
- Edvisor account setup overview
- Office Settings: managing offices
- Edvisor API: legacy endpoint deprecation
- How to Publish Your Programs (Schools)
- Team Settings: managing team and user permissions
- Campus Profile essentials
- How to create custom accommodation
- How to connect Edvisor to Fidelo
- How to change or reset your password
- Getting Started — Agency Setup
- How to create custom add-ons
- Company Settings: sales pipelines
- Pricing colors and symbols in search results
- How to Manage Your Agency Network (Schools)
- Getting Started — School Setup
- Office custom fields and quote branding
- How to cancel your school subscription
- How to layer and duplicate promotions
- Default Payment Plans: per-institution rules
- Personal Settings: personal information and password
- How to create custom schools
- How to manage team members
- Quote appearance customization
- How to add custom links to the Agency Portal
- Personal Settings: reminders and other preferences
- How to invite and manage your team in the Agency Portal
- How to add the Agency Portal to the school website
- How to access your Agency Portal as an agency
- How to create custom courses
- Package pricing options
- How to control Agency Portal sign-ups: manual vs automatic approval
- Company Settings: currency and exchange rate management
- How to create your Agency Portal URL
- How to use translations on Edvisor
- Company Settings: information and recruitment data
- What is the Agency Portal?
- How to update the credit card on file
- How to create a package: basic settings and contents
- How to create custom fees
- Team Settings: custom roles
- Edvisor + Zapier: connecting and using
- School settings overview
- How to set up Custom Spread
- How to create a promotion
- How to invite school partners to Edvisor
- Edvisor as a Zapier trigger event
- How to create an add-on
- How to set course start dates
- Package start dates and validity
- How to check your own prices on Edvisor (using direct sales account)
- How to build a Default Payment Plan template
- How to create email templates
- Apply products across multiple quote options
- How to create email templates for payment reminders
- How to discover and add agencies on Edvisor
- How to find and connect with schools on Edvisor
- How to create an accommodation
- How to create custom promotions
- How to grow your network on Edvisor
- How to manage agency connections (instant access vs manual approval)
- How to submit price update requests
- How to manage your agency partnerships on Edvisor
- How to add fees to courses
- File request templates
- How to verify a promotion is working correctly
- Payment Settings: subscription management
- Package requirements and conditions
- Managing students: views and pipelines
- How to manage your school providers