This add-on allows you to send email alerts to your company and/or a client when the unused lessons or hours in a package reaches a specified level.
Enabling the Add-on
Click on "Account & Settings" and then click on "Integrations & Add-ons".
Use the "Search" field on the right and enter "Package Balance Alerts".
Click on the "Enable" link.
Settings
After enabling the add-on, you can click on "Manage" to configure the following settings:
Balance Alert Level - Use this setting to set the threshold to send an email alert to clients when their package balance reaches this level.
Company Notification - When enabled, an email notification will be sent to the company administrator when a client's package reaches the level specified in the "Balance Alert Level" setting.
Client Notification - When enabled, an email notification will be sent to the client when their package reaches the level specified in the "Balance Alert Level" setting.
NOTE: If you intend to enable alerts for clients, you may want to enable them first for your company in order to see how the feature works.
Usage
The workflow of the Package Balance Alerts add-on can be found below:
Whenever a lesson is completed, the software will check if the client has any packages matching the service of the completed lesson.
If the client has a package for this service, the software will calculate the unused lessons remaining in the package. If it reaches the alert level specified in the "Balance Alert Level" setting, it will send an alert.
The alert will only be sent once per package invoice. Only after adding a new package will a new alert be sent when the client's balance reaches the specified alert level.
NOTE: Low package balance alert notifications will only be sent to customers that have a status of "Active".
NOTE: If you've selected the option to track packages by "Student" in the "Package Settings" section of the "Account Settings" page, notifications will only be sent for packages that have been assigned to a student in a family when that package balance declines below the threshold.
Notifications will not be sent for packages that have not been assigned to a student in the family.