🛡️ Admin Dashboard

➕ Credit a sign-up to a partner by hand

Use this when a family signed up without the organization's link or code and the organization has shown you the family came through them. The sign-up is added as "pending" and then follows the normal rules (a paid Full Curriculum plan, active for 30 days). A student can only be credited to one organization.

✉️ WhatsApp & Email Wording

This is what the 💬 WhatsApp and ✉️ Email buttons on each contact below fill in for you before opening your own WhatsApp or email app — nothing sends automatically. Use {{name}} for the contact's Name field and {{contact_person}} for the Contact Person field. Letters aren't templated here — use the ready-made letter documents on the Documents tab instead, which already carry a signature.

🧪 Demo Account Program

The Outreach Letter and WhatsApp draft below now invite a prospect to ask for a demo login instead of printing real credentials in bulk. Create and manage those rotating demo logins from the Users tab — set the account's role to Reviewer for full, unrestricted access to every grade and subject, then turn on the 🧪 Demo Account toggle (Users > Manage) so a shared login can't be handed to many people to use at once. Full details and how to create extra demo accounts without new mailboxes: Staff Handbook §14.15.

Letterhead Template

Blank EduJA/Ohana Jamaica Limited letterhead for any one-off correspondence — already carries George Morgan's actual signature under "Sincerely," so it's ready to email as-is once you write the letter body. The fillable PDF's boxes are plain white with no border, so once you print-to-PDF (or "Save as PDF") the filled copy before emailing it, it looks like an ordinary typed letter with nothing left to highlight. If someone else is signing instead, just replace the signature image and the name/title beneath it in the Word file.

Outreach Letter — Schools

The cover letter introducing the Partner Program — carries George Morgan's actual signature, so it's ready to email as-is once you fill in the recipient, organization name, and address. Typing the organization name into any one field fills in the others automatically. The fillable PDF's fields have no border or fill of their own, so print-to-PDF (or "Save as PDF") on the filled copy before emailing it for a clean, ordinary-looking typed letter. Invites the recipient to ask for a demo login before deciding. Worded specifically for schools (references "your school," "your school's bank account," etc.) — for a PTA, club, church, or other organization, use the Outreach Letter — Other Organizations below instead.

Outreach Letter — Other Organizations

The same cover letter, worded for PTAs, clubs, churches, and other non-school organizations ("your organization," "your organization's bank account," "your members," etc.) instead of schools — otherwise identical: George Morgan's actual signature, fill in the recipient/organization/address (typing the organization name into any one field fills in the others automatically), and it invites the recipient to ask for a demo login before deciding.

Community Partner Program — Terms & Enrollment Agreement

The signed agreement every organization completes before its code goes live — covers how the program works, qualification, payment, bank details, and signatures. To have a partner sign it online from an emailed link, send it from the E-Sign tab; once both sides have signed, the partner's "agreement signed" date is filled in automatically.

WhatsApp Message (Draft)

Two scaled-down versions of the outreach message for a first WhatsApp contact — a full-length one and a shorter one-liner. Both now offer a demo login on request instead of printing credentials.