What you will get
A precise idea of what leaves your school without you pressing anything. Every email goes out with the institution's name and logo — as far as the student is concerned, you wrote it.
The fifteen templates
To the student — record and access
| Subject | Triggered by |
|---|---|
| Your portal access | Registering a student with portal access |
| Password recovery | The student using Forgot my password |
To the student — enrolment
| Subject | Triggered by |
|---|---|
| Your enrolment is confirmed | The enrolment leaving "awaiting signature" |
| Notice about your enrolment | Cancelling the enrolment |
To the student — billing
| Subject | Triggered by |
|---|---|
| Your boleto is available | Issuing a boleto |
| Your PIX code is available | Issuing a PIX charge |
| Your payment link is ready | Generating the card link |
| New charge generated — second copy available | A second copy of an instalment |
| Payment confirmed | Confirmation from the receiving service |
| Reminder: instalment due in X day(s) | The daily reminder routine |
| Instalment overdue | The routine that marks instalments overdue |
To the owner
| Subject | Triggered by |
|---|---|
| Payment received: [student] — instalment #N | Payment confirmation |
| Charge failed: [student] — action required | An error during automatic issuing |
| X instalment(s) overdue — daily report | The daily overdue routine |
Attention: payment gateway disconnected |
The receiving connection dropping |
The last subject uses a word from the system's vocabulary, not the school manager's. It is reproduced above in screen-text marks precisely for that reason — it is what lands in the inbox, not how this Help Centre would write it. Logged for correction.
Who gets what
- The student receives eleven of the fifteen, always at their portal account address.
- The school owner receives the last four. Team members receive none.
That is worth planning around: if billing is handled by a team member, they will never see the daily arrears report. It lands in the owner's inbox.
What you do not control
There is no way to switch off a specific email, nor to edit the template text from the screen. What varies between schools is the header: logo, name, contact and address, all coming from Settings › General.
What you do control is the trigger: the issuing lead time, the reminder timing and the routines that fire.
A student with no email receives nothing
Email goes to the portal access account. A student with no email on file has no account, and therefore receives no charge, no reminder and no arrears notice — silently, with no error on screen.
That is the practical reason to require an email on the record.
If something goes wrong
The student says they never receive anything. Check the email on the record and whether they have portal access. Then ask them to check spam.
Emails are going out with the wrong school name. The name comes from Settings › General. Fix it there and the next ones are correct.
The school wants to send its own message. The system has no manual sending. These fifteen are automatic and are all there is.
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