The software has an extremely powerful auto email system that will send a message based on an action happening. This is called Scheduled Triggers. It can be found under the Settings Menu. Before creating any scheduled trigger you must first create the message you plan to attach/send. Go to Messaging in the left hand menu… Read More »

Use the “card expiration reminder” scheduled trigger to notify your students before their credit card expires. Like all triggers you first need to create the email you want auto-sent using the scheduled trigger feature via the left side messaging menu. Subject: this is what the client will see Message: type your message. Use literals to… Read More »