Summary

  1. What is it used for?

  2. Reminders for a session

  3. Default Email Templates

  4. Done!




What is it used for?

Setting automatic email reminders and notifications for your participants can be very useful for effortless attention given to each and every one of your participants. You can choose the specific email templates sent to your participants for an individual session or for your account as a whole. You can decide whether there's specific content sent in these reminders or only the personal access link. This way you get each of your participants excited for their next meeting of the program!
This can also be used for sending completion digital certificates for participants when a program ends, reminders to register for more programs before it ends, reminders for the upcoming meeting so the participants never have to miss a meeting, or any other messages at any point during the program.




Reminders for a Session

Session reminders and notifications can be set from the session's settings for a specific time before a session starts, after it ends, or before every meeting.


Find the Reminders & Notifications screen of your session:



  • Before a Session Starts
    If enabled, an email notification will be sent to all participants prior to the first meeting of the session

  • After a Session Ends
    If enabled, an email notification will be sent to participants after the last meeting of the session

  • Before Every Meeting
    If enabled, email notifications will be sent to participants prior to every meeting of the session



    • Choose when to send the reminder
      A certain amount of days, hours, or minutes (before a session starts/ after a session ends/ before a meeting starts)


    • Customize your email subject with merge tags

    • Select your email template
      You can also design a new template or change certain things in an existing one using the email editor tool

Note: Make sure you save the changes you make.




Default Email Templates

Account email templates can be set from the account's settings for various actions in the account.


Important: The changes in this section apply only to the reminders that were not changed within the session. 

If the 'reset to default' button appears, any changes here would not apply for that reminder.



Find the Reminders & Notifications screen of your account:



  • General
    Customize the subject with merge tags and design your email template.
    • Enrollment Confirmation
      Enrollment confirmation email is automatically sent to the parent/guardian once they enroll a participant from the registration webpage

    • Program Invitation
      Program invitation email is sent to the participant’s parent/guardian when a staff member clicks on ‘Send Program Invitation’ from the ‘Send Message’ quick actions menu


  • Reminders
    If enabled, these reminders will be automatically active for newly created sessions. Choose whether to activate them, customize the subject with merge tags, and design your email template. 
    • Before a Session Starts

    • After a Session Ends

    • Before Every Meeting (Class Based Programs)

    • Before Every Activity (Daily Based Programs)




      • Choose when to send the reminder
        A certain amount of days, hours, or minutes (before a session starts/ after a session ends/ before a meeting or an activity starts)


      • Customize your email subject with merge tags

      • Select your email template
        You can also design a new template or change certain things in an existing one using the email editor tool

                Note: Make sure you save the changes you make.








You did it! You set automatic reminders and notifications for your participants so they don't miss out their sessions and meetings! 




Do you have more ideas for customization features?

Contact us at team@clickto.live