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Templates module · Communication & admin

Message and document templates with the school's approved wording

The templates centre holds the school's standard messages and documents. Notices, reminders, and printed documents stay consistent, whoever sends them.

Included in Orbit at no extra cost, along with every other module.

orbit · Templates
Templates centreDocuments & notifications
+ New template
  • Bonafide certificatePDF
  • Fee due reminderSMS · WhatsApp
  • Leave approvedPush · Email
  • Result publishedIn-app · Email
  • Transfer certificatePDF
Bonafide Certificate

This is to certify that Aarav Sharma, son of Neha Sharma, is a bonafide student of Class 6 – A for the academic year 2026–27.

His date of birth as per school records is 14 March 2015.

This certificate is issued on request for official purposes.

Principal
Illustrative screen with sample data
Why it matters

What changes when Templates moves into Orbit

Without Orbit
  • Every staff member writes the same notice differently.
  • Certificates and letters are rebuilt from old Word files each term.
  • Automated reminders go out with wording nobody approved.
With Orbit
  • Consistent voice. Every notice sounds like the school, not like the sender.
  • Faster office work. No rebuilding the same document every term.
  • Approved automation. Automated reminders use wording the school has signed off.
In practice

Bonafide certificates and fee reminders

The office issues bonafide certificates every week. The wording, letterhead, and signature line are set once as a PDF document template, so whoever is on the desk produces the same certificate.

The fee due reminder is a notification template too. When the accounts team decides to soften the tone, they edit the template once, and every automated reminder after that uses the new wording.

What you get

What the Templates module does

Notification templates

Reusable wording for SMS, email, push, and WhatsApp messages.

Document templates

PDF document templates for the letters and forms the office issues.

One templates centre

Create, edit, and organise every template from one screen.

Used by event rules

Automated events such as fee reminders can use your approved templates.

Role-based editing

Only the roles you permit can create or change templates.

Reuse every term

Update a template once, and every future message uses the new wording.

How it works

Up and running in 3 steps

  1. 01

    Create a template

    Choose a notification or a document, and pick its channel.

  2. 02

    Approve the wording

    Write it once in the school's voice.

  3. 03

    Reuse it

    Announcements, reminders, and documents all use the saved template.

Who uses it

Built for each role

  • Admin & HR

    Create and manage templates.

  • Teachers

    Use templates within their permissions.

Questions

Templates: common questions

Something else on your mind? Ask us during a demo.

Notification templates for SMS, email, push, and WhatsApp, and document templates for PDFs.

In the templates centre, under Communication.

Only the roles you permit, typically admins and HR.

See Orbit against your school's week.

Tell us your role and institution. We will walk the jobs your office repeats every week — not a generic slide deck.

  • Attendance, diary, and same-day parent alerts
  • Fees, dues, and the modules your office actually uses
  • Admin, teacher, student, and parent portals — not a generic deck
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