---
title: Downloading lists and forms for Annual Reminders
description: FIRST AID- 3 years CPR - 1 year This is a procedure on how we process Annual Reminders for Sales  Every month we generate from Truss/Vasto the list of onsite client for 2 months ahead, and we email th
---

[Skip to content](https://help.cprfirstaid.com.au/knowledge/downloading-lists-and-forms-for-annual-reminders#main-content)

English

Show submenu for translations

![cpr logo.png\]](https://help.cprfirstaid.com.au/hs-fs/hubfs/cpr%20logo.png?height=40&name=cpr%20logo.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to cprfirstaid.com.au

 Go to cprfirstaid.com.au

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [CPR First Aid Knowledge base](https://help.cprfirstaid.com.au/knowledge?hsLang=en)
2. [Sales Procedures](https://help.cprfirstaid.com.au/knowledge/sales-procedures?hsLang=en)

# Downloading lists and forms for Annual Reminders

***FIRST AID- 3 years CPR - 1 year***

This is a procedure on how we process Annual Reminders for Sales   
Every month we generate from Truss/Vasto the list of onsite client for 2 months ahead, and we email them to remind them of renewing their certificates. We offer them promotions and other deals to get them sign up again with us. Here is a step by step procedure on how we do this:

- Every last week of the month - go to 'Truss' Archived Classes' and track the date to be generated
- Manually get the names list of the onsites and track
- Get all important details from " employer' in Truss
- Pre - fill the booking form and attach the class list/s then send to the client

***Assigning the task to send ANNUAL REMINDERS.***

- Get company names from excel sheet created by Carlo
- Get all important details from " employer' in Truss
- Put employer details in Booking Form then "save"
- Download student list from Truss who needs to do PFA and CPR for the month then "save"
- Go to Hubspot create contacts and companies if necessary.
- Attached booking form and student list of the employer that needs to send an annual reminder for the month.
- Create annual reminder task, tag Pamela as the owner.

- [Courses](https://help.cprfirstaid.com.au/knowledge/courses?hsLang=en)
- [Class Issues](https://help.cprfirstaid.com.au/knowledge/class-issues?hsLang=en#main-content)

    - [Locations](https://help.cprfirstaid.com.au/knowledge/class-issues?hsLang=en#locations)
- [USI](https://help.cprfirstaid.com.au/knowledge/usi?hsLang=en)
- [Online Modules](https://help.cprfirstaid.com.au/knowledge/online-modules?hsLang=en)
- [Pricing](https://help.cprfirstaid.com.au/knowledge/pricing?hsLang=en)
- [SOA](https://help.cprfirstaid.com.au/knowledge/soa?hsLang=en)
- [Sales Procedures](https://help.cprfirstaid.com.au/knowledge/sales-procedures?hsLang=en)
- [HR Documents](https://help.cprfirstaid.com.au/knowledge/hr-documents?hsLang=en)

[![Chill listening crop-3](https://help.cprfirstaid.com.au/hs-fs/hubfs/cpr%20logo%202.png?width=33&height=24&name=cpr%20logo%202.png "Chill listening crop-3")](http://cprfirstaid.com.au?hsLang=en)

cprfirstaid.com.au Help Center

Copyright © 2026, CPR First Aid Training