Table of Contents
About This Tutorial
When you create a Lesson, Group Lesson, or an Event in your calendar, you can have the calendar automatically send notifications about them to your student or other primary contact person such as a parent. These messages can be sent to the person's email and/or cell phone.
If notification settings are not correct then you will receive this message when you create a Lesson in your calendar.
Note: The message above will not show up for Group Lessons nor Events. We recommend you follow this tutorial to make sure notifications are set up correctly.
There are two areas where you need to configure settings so this feature works. The Primary contact's settings and the Messaging tab settings. This tutorial will walk you through configuring both areas.
Step 1: Primary Contact's Settings
There are three settings that need to be configured. They are checking boxes to make sure the primary contact is sent the information, their email address, and their cell phone number.
Click on Students > Students List.
Click on the name of the student whose settings you want to go into. In this case it is Pyotr Tchaikovsky.
Click on the Contacts tab.
Click on the down arrow next to the words "Primary Contact". This will open up the primary contact's form. In this case the primary contact is Tchaikovsky himself.
Make sure both Billing contact and Lesson contact boxes are checked. Click on the box to check it, if not already checked.
Next, scroll down to the Email field. Type in the primary contact's email address.
Then you want to enter in the primary contact's cell phone number. Fill in the Phone, Type, and Carrier fields. All three fields need to be filled out.
Note: Make sure the Carrier is correct or text messages will not be sent.
Finally, scroll down to the bottom of the page and click on the Save Student button.
Step 2: Messaging Tab Settings
In the Messaging tab, you will only need to check two boxes.
Click on your name > Settings.
Click on the Messaging tab.
Scroll down to the Student Preferences section and go to the Message table.
Scroll down a bit more until you find New Event Created text.
Click on the first two boxes to check them. These boxes are for Send Email and Send SMS.
Finally, scroll down to the bottom of the page and click on the Save Messaging Settings button.
Step 3: Configure SMS/Text Message
As a final step, you want to configure the text message that gets sent out. Right now the text says: "New Event Created" which doesn't really say much. Let's configure it to say something else.
Click on your name > Settings.
Click on the Messaging tab.
In the System Message Templates tab, scroll down until you find New Event Created. Click on New Event Created text.
In the Edit Template - New Event Created box, scroll down to the Sms section.
In the Message box delete what is in there. Then type something like:
"Thank you. You are scheduled for a new lesson."
Click on the Save button.
Now when you create a lesson you will receive this message that states both email and SMS/text sent.
Note: The above message only shows up when you create a Lesson. It will not show when you create a Group Lesson or an Event.