Automated Emails in Class Manager

Managing Automated Emails

Class Manager offers automated email notifications to help keep communication smooth between schools and customers. From birthday greetings to payment reminders, these automated messages save time and ensure important information reaches the right people.

Types of Automated Emails

Class Manager can send various automated emails, including:

Birthday Emails: Automatically sent to students on their birthday.
- To enable/disable:
  - Navigate to Settings > Company > Information.
  - Tick/Untick the box next to Send automatic happy birthday emails
  - Don't forget to Save your changes.

Payment Reminders: Notifies customers of upcoming or overdue payments.
- To enable/disable:
  - Navigate to Billing > Settings > Reminders.
  - Click Enable.
  - Choose your reminders. You can toggle one, or two or all:
    - Send reminder before due? and select how many days before.
    - Send reminder on due date?
    - Send reminder after due? and select how many days after.
  - Save your changes.
Portal Enrolment Emails: This email notifies customers that their enrolments have been successfully approved. Keep in mind that this feature is only available if you’ve set class enrolments to require manual approval. Once an enrolment is approved, the Portal Enrolment Success email is sent automatically.
- To enable/disable:
  - Go to Settings > Company > Information.
  - Under Portal Class Enrolment, select Manual Approve Enrolments.
  - Tick/Untick the box next to Send portal enrolment email.
  - Save your changes.
Welcome Emails: Sent to new customers when they register or when you add a customer on your end.
- To enable/disable:
  - Navigate to Settings > Company > Information.
  - Tick/Untick the box next to Send welcome email after a customer is approved?
  - Don't forget to Save your changes.
Invoice Receipt email: Notifies customers that the invoice has been paid.
- To enable/disable:
  - Navigate to Settings > Company > Information.
  - Tick/Untick the box next to Invoice Receipts.
  - Save your changes.
Payment Receipt email: This email confirms the payment received from the customer.
- To enable/disable:
  - Navigate to Billing > Settings > Payment Methods
  - Click Edit on the payment method you want
  - Toggle on/off Receipts then Save.
Staff Register Reminder email: This email notifies staff of incomplete lesson register.
- To enable/disable:
  - Navigate to Settings > Company > Information.
  - Tick/Untick the box next to Inform Staff about incomplete lessons registers.
  - Save your changes.

Trial Reminder email: This notifies customers of their booked trial lesson.
- To enable/disable:
  - Navigate to Classes > Trials.
  - Head over to the Settings tab.
  - Tick/Untick the box next to Enable Trial Reminders.
  - Save your changes.
Trial follow-up present/absent email: This automatically sends the email template when the attendance has been completed for the trial lesson and the student was present/absent.
- To enable/disable:
  - Navigate to Classes > Trials.
  - Head over to the Settings tab.
  - Tick/Untick the box next to Student Present and/or Student not present
  - And Save your changes.

📝 If you want to add a personal touch to your automated messages, feel free to check out our guide here ➡️ Customise the automatic emails sent to customers

With automated emails, you can keep your customers informed effortlessly, ensuring they receive important updates without you having to send them manually. This not only saves you time and energy but also helps maintain clear and consistent communication. 📨