Configuring Additional Services

Many study abroad consultancies provide additional student support services beyond university admissions. EduCtrl allows you to configure and manage these services directly within the CRM.

Some common additional services include:

• Dependent Visa Assistance
• Insurance Support
• Airport Pickup
• Overseas Accommodation
• Forex Assistance
• Education Loan Support
• Travel Assistance
• Pre-Departure Services

Adding Services

To configure additional services, navigate to:

Admin Panel → Settings → Services List

From here, you can create and manage the services offered by your organization.

Each service can also have an associated service fee or amount configured within the system.

Configuring Service Status / Stages

Every service request in EduCtrl includes its own workflow stages or status values.

By default, the CRM creates the following statuses:

• Pending
• Processing
• Completed

You can customize these default statuses or create additional service stages based on your workflow requirements.

To manage service statuses, go to:

Admin Panel → Settings → Services List → Service Status

Managing Student Services

Additional services for students are managed similarly to university applications.

To create a new service request for a student:

1. Open the Student Details page
2. Navigate to the Services tab
3. Fill in the details under “Add New Service Details”

Once a service request is created, staff can:

• Update the service status
• Add notes
• Track progress
• Manage related details

This helps organizations centrally manage all student-related services and support activities within the CRM.