System Emails

Customize the automatic emails the CRM sends for you. Buttons, links and details are inserted automatically and can't be broken by edits.

1. Go to Settings → System Emails.
2. Pick an email from the list:
   • Billing: Payment method request, Invoice sent, Failed payment / dunning, Upcoming payment reminder
   • Agreements: Agreement ready to sign, Signed agreement copy
   • Portal: Student portal login link
   • Events: Event waitlist spot opened, Event registration confirmation, Birthday party RSVP notification
   • Marketing: Review request
   • Promotions: Promotion nomination
3. Turn it Enabled or off.
4. Edit the Subject and message text. Leave a field blank to use the default.
5. Save.

Here is a video walking through these step: