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Client's Received Notifications

Learn about what your Clients are notified about and how you can edit these notifications here.

Written by Maahi Islam
Updated over 3 weeks ago

The notifications a Client receives can be specified by navigating to the Client’s profile, selecting Actions > Edit Profile, and toggling the options on the checkbox list under Received Notifications, the notifications include:

  • Broadcasts: The Client will receive manual marketing communications via Broadcasts. (Be aware that they can unsubscribe themselves from this.)

  • Lesson reminders: The Client will receive a reminder prior to a Lesson taking place - the amount of notice given here is specified in your Lesson Reminders.

  • Low balance reminders: The Client will receive email/SMS reminders when their balance dips below a certain threshold.

  • Invoice reminders: The Client will receive automatic reminders via email/SMS for unpaid Invoices - the amount of time that passes between the Invoice being raised and the reminder being sent is specified via your General Accounting settings.

  • Credit Request reminders: The Client will receive automatic reminders via email/SMS for unpaid Credit Requests - the amount of time that passes between the Credit Request being raised and the reminder being sent is specified via your General Accounting settings.

  • Invoice payment requests: The Client will receive payment request emails for Invoices.

  • Credit Request payment requests: The Client will receive payment request emails for Credit Requests.

Welcome emails for Clients

By default, Clients that are created with the 'Prospect' status will receive a welcome email. You can change this via System > Settings > Branch Details - disabling this checkbox will mean that only 'Live' Clients are sent a welcome email.

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