Learn how to attach uniforms to classes and send emails offering uniforms to customers
If you're selling uniforms to your students, Class Manager provides a convenient option to present uniform items to your customers when sending invoices. Here's how to set it up:
-
Create Uniform Items: Start by adding uniform items as products in your Point Of Sale shop. If you're unsure how to do this, you can find guidance here. ➡️ Adding Products
-
Attach Uniforms to Classes:
- Click
<
to the right ofClasses
. - In the expanded menu click
View All
. - Select the season and locate the class (or use the global search feature).
- Proceed to the
Uniform
tab. Here you can either create a new product or attach existing ones. - To attach an existing product, click
Attach / Detach
then toggle the button to add the item(s) to the class. All changes are automatically saved.
- Click
-
Sending Uniform Emails: Once uniforms are attached to classes, you can send purchase offers via email to all attending students with active invoices. Here's how:
- Click
<
to the right ofBilling
. - In the expanded menu click
Invoices
. - Filter by status or class/season.
- Check the box next to the customers you wish to offer uniforms to or choose "Select all".
- Click on
Group Actions
and chooseSend Uniform Email
.
- Click
The email received by customers includes a list of available uniform items with a link to the shop portal.
💡 If needed, you can customise the email contents on the Messages
> Email Templates
page under Invoice Classes Uniform email.
By following these steps, you can seamlessly integrate uniform sales into your Class Manager workflow, offering convenience to both you and your customers. Don't hesitate to reach out if you need further assistance or have any questions along the way. 😊
Need help setting up your portal shop? Follow our guide here ➡️ Setting Up Your Portal Shop