Table of Contents
How to Edit and Trigger the Cancellation Confirmation Email #
1. Review the default cancellation confirmation email 0:00
- Open the cancellation confirmation email template.
- Notice the default content is very basic:
- Greeting: Dear Parent
- Parent name fields
- A simple cancellation confirmation message
- A few basic details listed underneath
- This template can be customized with any wording you want.
2. Customize the email message 0:10
- Edit the email copy to match your preferred tone and wording.
- Example customization:
- “This email is to confirm that the cancellation has been processed and completed.”
- You can make the message as detailed or as simple as needed for your organization.
3. Go to the cancellations area to process the request 0:31
- The email is triggered only after a cancellation is approved in the cancellations area.
- Open the Pending cancellations list.
- Find the cancellation request that is waiting for approval.
- This is the step where you decide whether the cancellation should go through.
4. Approve the cancellation and choose the last class date 0:49
- Click the tick/approve button on the pending cancellation.
- Select the child’s last class date.
- In the example, the last session is set to today.
- Confirm the cancellation details to continue.
5. Remove the subscription and confirm the cancellation 1:05
- Remove the relevant subscription, such as the recreational gymnastics subscription.
- Confirm the action so the child is removed from the group/class.
- This also cancels the subscription tied to that child.
- Once this process is completed, the confirmation email is triggered automatically.
6. Verify the confirmation email was sent 1:16
- Check the parent’s inbox for the cancellation confirmation email.
- The email should now reflect the template you edited.
- Since the template is basic, you can continue refining the wording to better fit your communication style.
