Creating/Editing Email Templates

Email templates are messages that are created by administrators and have the ability to be sent from the Connect > Communication screen. 

1. Click Setup, then select System Config
   
2. Click the Email tile
   
3. Click Custom Email Template Types to create a new template or select an existing template to update from the drop-down menu (see available template types below)
4. Complete the Setup Custom Email Template Types section
   • Template Type - enter a name for the template
   • Message Format - HTML (recommended)
   • Apply to - choose a center from the drop-down or select All Centers
   • Subject - enter the subject that should display to parents
   • Allow on Portal Email Page - always select this option so the template can be sent from Connect>Communication 
   • Enter the message. To view sample email templates, click here
     • Use the shortcuts on the right in the Shortcut Key section to customize the template
       
5. Click Save

Template Types Currently Available

Below is a list of template types currently available in the system.

• Auto Pay Approval
• Auto Pay Rejection
• Child Note
• Family Statement
• Family Statement Reminder
• InSite Parent Welcome
• Late Pickup
• Missing Child Procedure
• Outstanding Balance - Fee Added
• Parent Portal - New Account
• Payment Failure
• Payment Return Notification (NSF)
• Payment Success
• Portal Registration Confirmation - Parent
• Registration Approval
• Registration Approval - Admin
• Registration Confirmation - Admin
• Registration Confirmation - Parent
• Registration Rejection
• Room Capacity Reached
• Schedule Change Request Approval
• Schedule Change Request Rejection
• Suspension Warning
• Unscheduled Attendance Fee
• Vacation Days Approved - Parent
• Vacation Days Rejected - Parent
• Waiting List Admin PRA Save
• Waiting List Approval
• Waiting List Entry
• Waiting List Rejection