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Must know
  • The Communication → Notifications page is available when a superadmin enables Notification Rules for your club. Rules that already exist keep firing whether or not the page is visible.
  • Send Test on a rule is not a send-to-me: it runs the rule for real and reports “Test sent: {sent} sent, {skipped} skipped”. Staff and membership-holder rules reach their real audience.
  • Only ten time-based triggers are processed by the scheduler (listed below). Custom does nothing on its own; the remaining triggers fire from the action itself (a payment, a recurring charge, a waitlist opening) rather than on a timer.
  • Built-in system rules (marked with a lock) can be enabled, disabled and re-worded but not deleted.
The page is headed Notifications & Reminders. The Notification Rules card lists your rules; Notification Logs shows what was sent with a status of Pending, Sent, Delivered, Failed or Skipped.
1

Trigger

Click Add Notification Rule and pick the Trigger Event. The ten the scheduler processes on a timer are: Membership Expiring, Membership Expired, Payment Due, Payment Overdue, Payment Received, Program Reminder, Event Reminder, Birthday, Registration Opening and Registration Closing. Others in the list — Volunteer Shift Reminder, Waitlist Opening, the Recurring Charge and Payment Plan events, Payout events, Negative Balance Warning, Program Enrollment, Program Cancelled — fire when that thing happens.
2

Delivery

Choose Send Email, Send SMS or Post Announcement, and the Timing: Immediately, or a number of Minutes/Hours/Days/Weeks/Months Before, After or At the trigger. Announcements post club-wide and skip the recipients step.
3

Recipients

Pick Guardians, Staff & Coaches, Membership Holders (optionally Filter by Membership Groups) or Custom Filter.
4

Template and Review

Write the Email Subject and Email Body (or SMS Message / Announcement Body) using the Available Placeholders, click Preview, then Create Rule.
The system rules a club starts with include Payment Reminder, Membership Expiry Warning, Program Reminder, Volunteer Shift Reminder, Recurring Payment Receipt, Payment Plan Installment Failed, Payout Deposited and Negative Balance Warning. Each has Enable / Disable. Related: How do I customize transactional emails? · How do shift reminders work? · How do I send an email campaign?