Manage automatic emails

Chapter 17 — Manage messages and emails

Category: Manage messages and emails

Introduction

Plugin.ch offers a powerful automatic email system to communicate with your members efficiently and without manual intervention. These emails are triggered automatically for specific events: subscription expiry, membership fee paid, new booking, account creation, etc.

Find out how to access this system, configure each type of email, and customize the messages to suit your club's needs.

Accessing automatic email management

1

Go to the MESSAGE menu

From the main dashboard, click the menu MESSAGE in the navigation bar.

MESSAGE menu
2

Select "Manage automatic emails"

Click the option Manage automatic emails to access the configuration dashboard.

Manage automatic emails
3

Overview

You get a complete overview of all the automatic emails configurable in your system.

Overview of automatic emails

💡 Tip

Automatic emails save you time by communicating automatically with your members. Be sure to regularly check the content and activation of these messages to maintain effective communication.

Types of automatic emails

1

Subscription limit

This automatic email notifies members when their limited subscription is about to expire. A timely alert allows members to renew before the deadline.

Email - Subscription limit
2

Membership fee paid

Sent automatically after a membership fee is paid. This email confirms the transaction to your member and provides them with a receipt. You can enable or disable it according to your preferences.

Email - Membership fee paid Membership fee paid configuration
3

Delete a booking

This email is sent automatically when a booking is cancelled. It informs the member of the cancellation and the corresponding details.

Email - Delete a booking
4

Allow waiting list

Automatic notification to allow a member to join a waiting list for a lesson or event. This email confirms the waiting list registration.

Email - Allow waiting list
5

Lost password — multiple accounts

Email automatically sent to members who have several accounts and request a password reset. This email helps them identify the correct account.

Email - Lost password (multiple accounts)
6

Lost password

Automatic email containing a temporary password generated by the system. Sent when a member requests a password reset. This is an essential email for account security and access.

Email - Lost password
7

Add a person

This email is sent automatically when a new member is created in the system. It may contain welcome information and initial login details.

Email - Add a person

To configure this email:

7.1

Click "Add a person"

Go to the configuration section for this automatic email.

Configuration - Add a person 1 Configuration - Add a person 2 Configuration - Add a person 3 Configuration - Add a person 4 Configuration - Add a person 5
7.2

Click "Edit" to save

After configuring the email content, click the "Edit" button to save the changes.

8

Add a booking

Automatic email sent to the member when they make a new booking. It confirms the booking details and provides a reference for future follow-up.

Email - Add a booking

To customize this email:

8.1

Build the message with the desired fields

Select and organize the data fields you want to include in the email (date, time, location, instructor, etc.).

Configuration - Add a booking
8.2

Enable and click "Edit"

Check the activation box if it isn't already checked, then click "Edit" to save your custom configuration.

ℹ️ Note

You can disable this notification at any time by moving the activation slider.

9

Edit a booking

This email is sent automatically when a member changes the details of an existing booking. It confirms the changes made and the new details.

Email - Edit a booking Configuration - Edit a booking

⚠️ Important

Regularly check that your automatic emails are correctly enabled and that the content is up to date. Non-functional emails can affect communication with your members and their user experience.

Conclusion

Automatic emails are a key part of efficiently managing your tennis club. By correctly configuring each type of email and customizing the content to suit your needs, you provide a better experience for your members and save valuable time. Explore each option and adapt it to your workflow for optimal communication.

Plugin.ch Tutorial — Manage messages and emails

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