Templates
Every automated email's subject and body, editable with tokens. Also home of the sample-send that proves your SMTP setup works.
Template list
| Template | Trigger |
|---|---|
| Class reminder | Scheduler, N hours before a session |
| Payment reminder | Invoice enters the due-soon window / overdue threshold |
| Birthday | On the student's birthday |
| Booking confirmation | Public booking page submission (to the prospect) |
| New-booking alert | Public booking page submission (to staff recipients) |
| Grading invitation | Staff sends invites for a grading event |
| Trial follow-up | Open trial past the follow-up window |
| Portal link | Staff sends a member-portal magic link |
| Agreement reminder | Scheduler, per outstanding agreement version |
| Verification reminder | Scheduler, per trainer credential nearing expiry |
| Password reset | Staff user requests a reset |
| Welcome | Reserved welcome email |
| Test | The sample-send |
Tokens
Tokens work in both subjects and bodies and are replaced at send time:
| Token | Available in | Value |
|---|---|---|
| All | Organization name |
| All student emails | First + last name |
| Class reminder | Course name |
| Class reminder, Booking confirmation, New-booking alert | Date and start time (no course name) |
| Payment reminder | Invoice due date |
| New-booking alert | "Adult" or "Child (guardian: …)" |
| New-booking alert | Email and/or phone the prospect left |
| Grading invitation | The discipline being graded |
| Grading invitation | The grading event's name |
| Grading invitation | The grading date |
| Trial follow-up | Days in the pipeline |
| Portal link | One-time magic link |
| Portal link | Days until the link expires |
| Agreement reminder | The agreement needing a signature |
| Verification reminder | The trainer's name |
| Verification reminder | The credential type |
| Verification reminder | The credential's expiry date |
| Password reset | One-time reset link |
| Password reset | Link validity window |
Sample-send
Pick a template, enter a recipient, and send — the email goes out through your configured SMTP with real token replacement. Check the result on the Email log: a SENT row confirms the whole pipeline, and a FAILED row shows the SMTP error.
Retry regenerates tokens
Retrying a failed send re-computes tokens from current data — a retried class reminder reflects the session's latest time, and a retried portal-link send issues a fresh magic link.
Requires settings:manage. Changes are audited.