Time-Based Email Templates

Administration > System Setup > Email Templates

Three time-based templates--Class Payment Due Reminder, Rental Payment Due Reminder and Membership Payment Due Reminder--have been added to the Email Templates page in System Setup:

These reminders are sent based on a schedule you determine, not on specific user actions.

Each time-based template contains an Automation Schedule panel for setting up the times when reminders are sent:

To schedule a time for the email reminder to be sent, click the + ADD button in the Automation Schedule panel. In the field that displays, select the number of days before the payment deadline to have the email sent:

Continue to click the + ADD button to add as many reminders as you need, and click SAVE when you are finished:

By default, email reminders are sent at 10 a.m. on the days corresponding with the automation schedule.

To delete a reminder, click the trash can icon next to it.

Templates
Name	Function	Trigger
Class Payment Due Reminder	Reminder to registrants who have signed up for a class using the Pay Later feature and, before the start of the class, still have a balance due. Note: Registrants with a balance due show a Status of Invoiced or Partially Paid in the Registrants section of the Class Details page.	Payment Deadline Date selected on the Class Details page. If a Payment Deadline Date is not selected, the trigger is the class Start Date.
Rental Payment Due Reminder	Reminder to registrants that payment is due for a rental.	Start Date selected on the Rental Registration Details page.
Membership Payment Due Reminder	Reminder to membership holders that payment is due for a membership.	Start Date or the first day calculated from the Number of Days selected on the Memberships Details page.

The Content panel of each template is the standard panel for all time-based and event-based templates. For information on the Content panel or email templates in general, including the use of Custom Tags, see the Email Templates help topic.