Zooza does most of the work for you by sending information to the client automatically.

Automatic communication includes: - Invitation to confirm registration - Confirmation of registration (for course, one-off, open, lecture, and separate templates for late registration, waiting list registration, group -- Interested) - Order confirmation (product purchase) - Automatic term reminder - Confirmation of opting out from the term - Confirmation of payment

This automated communication works through templates designed to serve your needs. We do not recommend changing templates as they are based on mass communication standards. If you need to modify a template, we recommend copying the original and editing the copy, or creating a completely new one. This gives you the opportunity to customise the way you address clients, rewrite the text to describe what you do (e.g., letting clients know you look forward to seeing them at practice, or in class, or in a lesson), and add or remove information.

The message templates use dynamic tags, which fill in data from the client's registration, such as first name, last name, variable symbol, etc. Not all tags can be used in every type of template.

Message templates can be found under Communication --> Message templates.

When you open this window, you will see a list of templates. Click on the orange Template sign for the specific template you want to view and edit.

The template opens like an email browser, with the subject line and text prepared in advance. You can edit the template just as you would edit an email: overwrite parts of text, highlight in bold, change font size, and align text. You can add both links and images. Do not forget to save your changes.

Tip: View all templates. Customise them according to your needs and be creative.

There is also automatic communication with default text that cannot be edited. For example: a reminder about an unpaid payment, checking out of an appointment, selecting an alternative lesson, or an evaluation.

If you want clients to receive an automatic message about an upcoming event, you can set this up in Courses --> Online Registration. See the automatic event notification manual for how this works, and the editing manual for how to customise the template.

These reminders may or may not be sent to clients automatically. You can set them up at the course level in Price and Payment --> Payment Reminder Settings. See the automatic payment reminders manual.

You can set whether and when to send them, as well as whether to automatically delete outstanding registrations.