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FEATURES

Appointments Module

  • Book Online Appointments into Calendar
  • Automatically Send out Email and Text Reminders to Clients
  • Automatically Send Marketing Campaign Material with all Bookings
  • Schedule Skype Calls
  • Book Appointments for Various Staff
  • Easily collect payments with bookings
  • Payment types - EFTPOS, Credit Card, Bank Deposit

Consultations Module

  • Input Details: Personal, Qualifications, Experience, Record English, Medicals, Penal, Dependants
  • Points Test, Occupation, Fees and Services
  • Linked to Assessment and Application Types
  • Linked to DIBP Forms and Template Reports
  • Consultant File Notes and Manager Notes
  • Generate Service Agreement
  • Send out Consumer Code
  • Track Client and Consultation

Client Module

  • User-defined categories such as:
    • Skilled Visas
    • Student Visas
    • Employer Visas
    • Business Visas
    • Visitor Visas/Holiday Visas
    • Family Visas/Spouse Visas
  • Ability to search and filter all client types
  • User-defined search options (new clients, old clients, etc.)
  • Send e-marketing campaigns to client
  • Automate and personalise standard emails to clients

Education Module

  • Record details of all educational institution
  • Record all types of courses offered
  • Record agent contracts and rates
  • Monitor clients currently enrolled at specific institutions
  • Auto-generate clients/college reports
  • Auto-generate commission invoices to colleges
  • Reconcile and update payments
  • Additional commission reports as required

Recruitment Module

  • Record Employers, Businesses, Clients, Sponsors and more
  • Update sponsorship history/expiry
  • Add new jobs and vacancies
  • Auto-match candidates to vacancies
  • Auto-generate reports and invoices
  • Create additional reports as required

Tracking and Reminders Module

  • Track all tasks to be completed
  • Request reminders by dates
  • Record notes on tracker to track in future
  • Reminders for expiring requests/documents
  • Track prospective clients
  • Track payments and follow up with ease

Contracts Module

  • Create new contracts in minutes
  • Save, update and automatically send contracts to clients
  • Manage all contracts signed/pending
  • Ensure contracts are compliant with industry regulations

Documents and Files Module

  • Automatically save incoming attachments
  • Upload and submit client' documents with ease
  • Record lodged and pending applications
  • Attach and save documents online
  • Record client's assessment results
  • Request missing documents with one click
  • Organise and collate all submissions
  • Auto-fill applications

Forms and Templates Module

  • Customise and send forms to clients
  • Email contracts/company code of conduct
  • Import data from MyClient to your customised forms
  • Update and manage user details/User master
  • Update, create, print and save letter templates
  • Email letters directly to client or DIBP

Payments and Receipts Module

  • Record all types of payments - Business/Disbursements
  • Auto-generate and send invoices/receipts/client account statements
  • Record payments to authorities/DIBP
  • Manage refunds and issue receipts
  • Detailed breakdown of GST/Non-GST

Client Reports Module

  • History of all client's prior and upcoming appointments/consultations
    • Daily/Weekly/Monthly
    • Occupation wise/expiry date
    • Name, Email, Phone, Client Type, Customisable fields
    • Customisable fields
  • Detailed list of client's files opened and closed
  • Easily auto-generate reports for each client
  • Search client database with custom filters
  • Generate weekly/monthly/quarterly reports on all clients based on custom filters e.g. Visa expiry, enrolments closing

Accounting Reports Module

  • Auto-generate each client's account reports
  • Generate operating account reports
  • Save and view monthly reconciliation reports
  • Manage internal account transfers
  • Reconcile cash/non-cash transactions
  • Create user defined ledger reports
  • Different types of vouchers
  • Contra and journal entries

Financial Reports Module

  • Auto-generate all financial reports
  • Balance Sheet/Cash Flow Statement/Profit and Loss Statement
  • Save, update and print all reports
  • Schedule reports to be sent out periodically
  • Manage all account transfers
    • Clients/Partnerships/Sponsors
    • Events/Marketing Expenses
  • Reconcile cash/non-cash transactions

Marketing Module

  • Automatically save document attachments
  • Send personalised automated emails
  • Automate SMS and email reminders
  • Track client engagement
  • Create marketing flyers
  • Gift-voucher templates
  • Share vouchers and promotions

Employee Module

  • Send SMS and Desktop reminders/messages
  • Weekly/monthly reports on employee's performance
  • Track employee client conversion rate
  • Manage employee absences/leave
  • View number of files opened, closed, pending
  • View all daily changes

Utility and Tools

  • Backup restore database
  • Company wise data
  • Restart software
  • User master
  • User rights
  • Account details

Bonus: Master Module

  • Track staff activity and changes
  • Create and save staff profiles
  • Manage daily tasks
  • Password assistance
  • User details/roles
  • Manager Notes/Consultant Notes
  • Email invoices/receipts/client account statements
  • Staff File/Diary Notes
  • Auto System Access - file notes
  • Records all emails/letters sent to clients

Overview

Appointment Module
Appointments Module
Book Online Appointments Into Calendar
Automate Email and Text Reminders To Clients
Easily Collect Payments With Bookings
Client Module
Client Module
User Defined Categories
Track Entire Client History
Automate Letters, Contracts, Client Reports
Education Module
Education Module
Record Agent Contracts and Rates
Capture and Manage Leads
Auto Generate Clients/College Reports
Recruitment Module
Recruitment Module
Record Emplpyers. Businesses, Clients, Sponsors
Auto generate resumes
Auto match candidates to vacancies
Tracking Module
Tracking and Reminders Module
Track all tasks to be completed
Reminders for expiring requests/documents
Track payments and follow up with ease
Contract Module
Contracts Module
Create new contracts in minutes
Manage all contracts and signed/pending
Ensure compliance with industry regulations
Document Module
Documents and Files Module
Automatically save incoming attachments
Record lodged and pending applications
Auto-fill applications
Form Module
Forms and Templates Module
Import data from MYCLIENT to customised forms
Update and manage user details/user master
Email letters directly to client or DIBP
Payment Module
Payment and Receipts Module
Automate invoices and receipts
Record payments to authorities/DIBP
Manage refunds and issue receipts
Client Report Module
Client Reports Module
Entire client history and tracking
Search client database with custom filters
Generate reports based on custom filter
Accounting Module
Accounting Reports Module
Manage internal account transfers
Create user defined ledger reports
Contra and journal entries
Financial Module
Financial Reports Module
Auto generate each client's account reports
Save and view monthly reconciliation reports
Reconcile cash/non-cash transaction
Marketing Module
Marketing Module
Send personalised automated emails
Automate e-marketing campaigns
Share gift-vouchers and promotions
Employee Module
Employee Module
Send SMS and Desktop reminders/messages
Weekly/monthly employees' performance report
Track employee client conversion rate
Master Module
Master Module
Staff management system
User tracker
Daily productivity reports

Appointments Module

Appointment Illu 1
Book online appointments into calendar

Automatically send out email and text reminders to clients

Automatically send marketing campaign material with all bookings
Schedule skype calls

Book appointments for various staff
Appointment Illu 2
Appointment Illu 3
Easily collect payments with bookings

Payment types - EFTPOS, Credit Card, Bank Deposit

Consultations Module

Consultation Illu 1
Input Details: Personal, Qualifications, Experience, Record English, Medicals, Penal, Dependants

Points Test, Occupation, Fees and Services

Linked to Assessment and Application Types

Linked to DIBP Forms and Template Reports
Consultant File Notes and Manager Notes

Generate Service Agreement

Send out Consumer Code

Track Client and Consultation
Consultation Illu 2

Client Module

Client Illu 1
User-defined categories such as:

◦ Skilled / Student Visas

◦ Employer / Business Visas

◦ Visitor / Holiday Visas

◦ Family / Spouse Visas
Ability to search and filter all client types

User-defined search options (new clients, old clients, etc.)
Client Illu 2
Client Illu 3
Send e-marketing campaigns to client

Automate and personalise standard emails to clients

Education Module

Education Illu 1
Record details of all educational institutions

Record all types of courses offered

Record agent contracts and rates
Monitor clients currently enrolled at specific institutions

Auto-generate clients/college reports
Education Illu 2
Education Illu 3
Auto-generate commission invoices to colleges

Reconcile and update payments

Additional commission reports as required

Recruitment Module

Recruitment Illu 1
Record Employers, Businesses, Clients, Sponsors and more

Update sponsorship history/expiry

Add new jobs and vacancies
Auto-match candidates to vacancies

Auto-generate reports and invoices

Create additional reports as required
Recruitment Illu 2

Tracking and Reminders Module

Tracking Illu 1
Track all tasks to be completed

Request reminders by dates

Record notes on tracker to track in future
Reminders for expiring requests / documents

Track prospective clients

Track payments and follow up with ease
Tracking Illu 2

Contracts Module

Contract Illu 1
Create new contracts in minutes

Save, update and automatically send contracts to clients
Manage all contracts signed/pending

Ensure contracts are compliant with industry regulations
Contract Illu 2

Documents and Files Module

Document Illu 1
Automatically save incoming attachments

Upload and submit client's document with ease

Record lodged and pending applications
Attach and save documents online

Record client's assessment results
Document Illu 2
Document Illu 3
Request missing documents with one click

Organise and collate all submissions

Auto-fill applications

Forms and Templates Module

Form Illu 1
Customise and send forms to clients

Email contracts/company code of conduct
Import data from MYCLIENT to your customised forms

Update and manage user details / User master
Form Illu 2
Form Illu 3
Update, create, print and save letter templates

Email letters directly to client or DIBP

Payments and Receipts Module

Payment Illu 1
Record all types of payments - Business / Disbursements

Auto-generate and send invoices/receipts/client account statements

Record payments to authorities / DIBP
Manage refunds and issue receipts

Detailed breakdown of GST/Non-GST
Payment Illu 2

Client Reports Module

Client Report Illu 1
History of all client's prior and upcoming appointments / consultations

◦ Daily/Weekly/Monthly

◦ Occupation wise / expiry date

◦ Name, Email, Phone, Client Type, Customisable fields
Detailed list of client's files opened and closed

Easily auto-generate reports for each client
Client Report Illu 2
Client Report Illu 3
Search client database with custom filters

Generate weekly/monthly/quarterly reports on all clients based on custom filters e.g. Visa expiry, enrolments closing

Accounting Reports Module

Accounting Illu 1
Auto-generate each client's account reports

Generate operating account reports

Save and view monthly reconciliation reports
Manage internal account transfers

Reconcile cash/non-cash transactions
Accounting Illu 2
Accounting Illu 3
Create user defined ledger reports

Different types of vouchers

Contra and journal entries

Financial Reports Module

Financial Illu 1
Auto-generate all financial reports

Balance Sheet, Cash Flow Statement, Profit and Loss Statement
Save, update and print all reports

Schedule reports to be sent out periodically
Financial Illu 2
Financial Illu 3
Manage all account transfers

Clients/Partnerships/Sponsors

Events/Marketing Expenses

Reconcile cash/non-cash transactions

Marketing Module

Marketing Illu 1
Automatically save document attachments

Send personalised automated emails

Automate SMS and email reminders

Track client engagement
Create marketing flyers

Gift-voucher templates

Share vouchers and promotions
Marketing Illu 2

Employee Module

Employee Illu 1
Send SMS and Desktop reminders/messages

Weekly/monthly report on employee's performance

Track employee client conversion rate
Manage employee absences/leave

View number of files opened, closed, pending

View all daily changes
Employee Illu 2

Utility and Tools

Tool Illu 1
Backup restore database

Company wise data

Restart software
User master

User rights

Account details
Tool Illu 2

Master Module

Master Illu 1
Track staff activity and changes

Create and save staff profiles

Manage daily tasks

Password assistance
User details/roles

Manager Notes, Consultant Notes

Email invoices, receipts, client account statements
Master Illu 2
Master Illu 3
Staff File / Diary Notes

Auto System Access - File Notes

Records all emails/letters sent to clients