Emails
Edit Email Templates
Last Updated: May 30, 2026How to Edit and Configure an Email Template 1. Open the Email Template Builder 0:00 2. Open the Template You Want to Edit 0:19 3. Turn the Email On or Off 0:29 4. Choose Who Receives the Email 0:44 5. Update the Email Details 1:20 6. Build and Format the Email Content 1:39 7. Preview...
Add new email templates
Last Updated: May 30, 2026How to Create and Use an Email Template 1. Open the Email Template Builder 0:00 2. Choose the Trigger and Status 0:18 3. Decide Who the Email Should Go To 0:36 4. Add a Subject, Attachments, and Message 1:12 5. Preview or Test the Template 1:39 6. Create Additional Emails for the Same Trigger if...
Add new email sender address
Last Updated: May 30, 2026How to Set and Verify the System’s Email From Address 1. Open the Email From Addresses settings 0:11 2. Add your club’s email address as a sender 0:40 3. Verify the new email address 1:02 4. Use the old system verification flow if applicable 1:32 5. Choose sender addresses in templates and emails 2:04
Waiting list booking trigger
Last Updated: May 30, 2026How the Waiting List Booking Email Is Triggered for Subscription Groups 1. Identify the correct waiting list email type 0:11 2. Confirm the group is set up as a recurring subscription 0:36 3. Join the waiting list from the front end 0:59 4. Trigger the email by completing the waiting list booking 1:08 5. Verify...
Offer a trial
Last Updated: May 30, 2026How to Send a Trial Offer Email from a Subscription Group Waiting List 1. Open the subscription group and locate the waiting list 0:00 2. Select the user you want to offer a trial to 0:39 3. Send the trial offer email 0:47 4. User receives the email and books the trial 0:58 5. User...
Trial Booking Confirmation
Last Updated: May 30, 2026Trial Booking Confirmation Email for Subscription Groups 1. Open the Trial Booking Confirmation email template 0:00 2. Review what the template does 0:00 3. Trigger the email from the front end 0:24 4. Confirm the booking is successful 0:43 5. Verify the email was sent 0:55 6. Understand when the email is triggered 1:09
Offer to join
Last Updated: May 30, 2026How the Offer-to-Join Email Is Triggered for Subscription Groups 1. Open the subscription group email template 0:00 2. Check the class setup before sending the email 0:25 3. Send the offer whether or not trials are enabled 0:41 4. Understand that the email content stays the same 1:02 5. Confirm the student receives the join...
Class booking confirmation
Last Updated: May 30, 2026How the Class Booking Confirmation Email Is Triggered for Subscription Groups 1. Open the Class Booking Confirmation email template 0:00 2. Understand the parent booking flow 0:14 3. Handle payment for the first booking 0:35 4. Confirm the email is sent after payment 0:56 5. Know when the confirmation is triggered 1:07
Request Cancellation
Last Updated: May 30, 2026How the Request Cancellation Email Is Triggered 1. Review the cancellation request email 0:00 2. Go to the parent dashboard 0:20 3. Submit a cancellation request 0:34 4. Confirm the request is submitted 0:51 5. Understand what triggers the email 1:01
Cancellation Confirmation
Last Updated: May 30, 2026How to Edit and Trigger the Cancellation Confirmation Email 1. Review the default cancellation confirmation email 0:00 2. Customize the email message 0:10 3. Go to the cancellations area to process the request 0:31 4. Approve the cancellation and choose the last class date 0:49 5. Remove the subscription and confirm the cancellation 1:05 6....
Cancellation Rejection
Last Updated: May 30, 2026How the Cancellation Rejection Email Works 1. Open the cancellation rejection email 0:00 2. Understand the purpose of the email 0:21 3. Reject the cancellation request from the cancellations page 0:40 4. Confirm the student stays in the class 1:02 5. Check the email sent to the parent 1:10
Trial Complete
Last Updated: May 30, 2026How to Set Up and Trigger the Trial Complete Email for Subscription Groups 1. Open the Trial Complete Email Template 0:00 2. Review or Edit the Email Content 0:17 3. Understand How the Email Is Triggered 0:34 4. Mark the Trial as Attended 0:57 5. Confirm the Email Was Sent 1:06
Receipt
Last Updated: May 30, 2026How to Send a Payment Receipt Email 1. Review the receipt email template 0:00 2. Trigger the receipt email from Financials 0:17 3. Verify the email and receipt download 0:41
Bulk Charge
Last Updated: May 30, 2026How Bulk Charge Triggers the Customer Email 1. Review the Bulk Charge email template 0:00 2. Start a Bulk Charge from a class or member list 0:24 3. Enter the charge details 0:38 4. Handle failed charges with an invoice follow-up 0:55 5. Confirm the charge and send the email 1:11 6. Customize the email...
Email Invoice
Last Updated: May 30, 2026How to Send and Review an Email Invoice 1. Open the email invoice template 0:00 2. Understand how the invoice email is triggered 0:22 3. Enter invoice details before sending 0:45 4. Confirm the member receives the invoice email 1:02
Assigned Tag
Last Updated: May 30, 2026How to Trigger and Review the Assigned Tag Email 1. Review the assigned tag email 0:00 2. Assign a tag to a class member 0:12 3. Decide whether to send the email notification 0:35 4. Apply the tag and confirm it was added 0:43 5. Check the email result 1:00
Set Affiliation
Last Updated: May 30, 2026How to Set a Student’s Affiliation Status and Send the Notification Email 1. Review the affiliation email content 0:00 2. Open the class and select the student 0:31 3. Set the student’s affiliation status 0:31 4. Choose whether to notify the user by email 0:45 5. Confirm the update was applied 0:45 6. Check the...
Sub Group
Last Updated: May 30, 2026How to Trigger and Send a Subgroup Email to Parents 1. Select the members you want to move into a subgroup 0:00 2. Assign the selected members to the coach’s subgroup 0:21 3. Save the subgroup change and trigger the parent email 0:30 4. Verify the subgroup update and email content 0:43 5. Customize the...
Removed from class
Last Updated: May 30, 2026How to Remove a Student from a Class and Send the Removal Email 1. Review the removal email template 0:00 2. Open the class and choose the member to remove 0:24 3. Start the remove-from-class action 0:32 4. Set the last lesson date and enable the email notification 0:43 5. Confirm the removal 0:55 6....
Award Passed
Last Updated: May 30, 2026How the Award Passed Email Works and How Parents Buy the Badge 1. Review the Award Passed Email 0:00 2. Trigger the Award Pass from a Class 0:21 3. Complete the Required Ticks to Pass the Award 0:37 4. Confirm the Parent Notification Was Sent 0:50 5. Parent Uses the Shop Link to Buy the...
Award Failed
Last Updated: May 30, 2026How the Award Failed Email Works and When It Sends 1. Review the award failed email template 0:00 2. Understand what triggers the failed award email 0:33 3. Recognize the failed status in the award view 0:45 4. Confirm the parent email is sent 0:56
Report Added
Last Updated: May 31, 2026How to Add and Email a Student Report to a Parent 1. Review the report-added email template 0:00 2. Create a new student report in Member Management 0:24 3. Fill in the report details 0:24 4. Save and email the report to the parent 0:46 5. Confirm the email was sent 1:06 6. Understand where...