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Email Alerts for Staff & Students

Customize notifications by category for students and staff with clear toggles and recipient visibility.

Written by Dhwani S

Classcard can automatically send email alerts to staff and students for things like class reminders, cancellations, and updates. Manage which alerts each group receives from Settings → Email Alerts.
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Email alerts are divided into two different tabs: Student and Staff.
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Student

Manage all student email alerts effortlessly on this tab. The categories are segmented into sections, providing the flexibility to toggle specific alerts and ensure students receive the relevant emails.
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The categories

  1. Login - Grant access to your customer portal

  2. Calendar - Alerts for actions on the calendar

  3. Attendance - Alerts for all matters related to class and student attendance

  4. Invoicing - Notifications for matters about student billing

  5. Online booking (on by default) - Alerts on confirmation of receiving online bookings from students and leads

  6. Form submissions - Alerts on form submission by students and leads

  7. Resources - Alerts on resources shared with students

  8. Gradebook - Alerts on student grades
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Staff

Manage all staff email alerts through this tab. Each alert can be toggled on or off independently, and you can configure which roles receive each specific alert - Owner, Admin, Front Office, Coach, Assistant Coach, or Sales.

Roles shown with a ✅ are currently subscribed to that alert. Roles shown with a ➕ are not subscribed. Click on the ➕ sign to add them. Use ⚙️ Manage unsubscribes on any alert to view and manage individual staff members who can be added or opted out of that specific notification.
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The categories:

1. Profile - Grant access to your dashboard

  • Staff login invite - Email invite to log in to their Classcard staff account

  • Document expiry - Email staff when a document is expiring

2. Calendar - Alerts for actions on the calendar

  • Event created - Email staff to alert them about a newly created event

  • Event updated - Email staff when there are changes to an event, including the title, description, status, time, location, staff, and seat

  • Event cancelled - Email staff when an event is cancelled

  • Event deleted - Email staff when an event is deleted

  • Upcoming event reminder - Email staff about an upcoming event. Default reminder timing can be configured via the Default reminders link

  • Removed (billable) - Email staff when students are removed from a class and categorised as billable

  • Birthday greeting - Email birthday greetings to staff on their birthdays

3. Attendance - Alerts for all matters related to class and student attendance

  • Attendance summary - Sends a consolidated attendance summary for all classes in the day

4. Billing - Alerts on matters related to student billing

  • Invoice issued - Email when a new invoice is issued

  • Invoice cancelled - Email when an invoice is cancelled

  • Payment receipt recorded - Email upon recording a payment for an invoice

  • Credit note issued - Email when a credit note is issued for an invoice

  • Credit note voided - Email when a credit note is voided

  • Refund issued - Email when a payment is refunded

  • Payment reminder - CC'd on payment reminders sent to students for their due invoices

  • Session completion reminder - CC'd on emails sent to students when their paid sessions are nearing completion

5. Online booking - Alerts on confirmation of receiving online bookings from students and leads

  • New online booking received - Email admins and owners on receiving a new online booking

  • New online booking received - Email staff members on their own classes when a new booking is received

  • Online booking cancelled - Email coach members when a student's online booking is cancelled

6. Form submissions - Alerts on form submission by students and leads

  • Student form - Email staff when a student submits a student form

  • Lead form - Email staff when a prospect submits a lead form

7. Resources - Alerts on resources shared with staff

  • Course or file shared - Email when a course or file is shared with a staff member

8. Gradebook - Alerts on student grades

  • Grades published - Automated email sent to students when their grades are published

9. Leads - Alerts for leads and their won stages for staff members

  • Leads marked as 'won' - Email an announcement when a lead's status is updated to won

10. Tasks - Alerts on lead and student tasks

  • Assigned task - Email alert when a task is assigned to a staff member

  • Task reminders - Email a reminder for an upcoming task deadline

11. Leave request - Email requesting approval whenever a staff member applies for leave

12. Performance digest - Receive alerts on academy performance

  • Performance update - Email regular performance updates on metrics like invoiced revenue, new students added, etc.
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