Email / SMS templates are messages that are sent by the Music Teachers Helper dashboard. You can modify all templates to match your own writing tone and style.
Where do I find the templates?
- In the top right of your screen, click on your name and choose Settings.
- Go to the Messaging tab.
- The templates are in the System MessageTemplates tab, and the My Templates tab.
System Message Templates
The System Message Templates are default texts sent automatically by the dashboard for specific system events.
Here is a list of System Message Templates used by the dashboard, and what they’re used for…
Notification - When entering a payment from a student / parent, you have the option
to send them a payment receipt. If you check that checkbox, then the Payment Notification template will
Notes - When reconciling an individual event (lesson, recital, etc.), you have the option of
sending the text in the "Description / Notes" field to the student and parent letting them know how the event went. If you check that box, the Lesson Notes template will be sent.
Reminder - If you have enabled Event Reminders, then the Lesson Reminder
template will be sent to students and parents
based on your specified number of days before
each lesson using the Lesson Reminder template.
Welcome - When adding or editing a student, you can check a box to send a welcome email. If you do so, the Student Welcome template will be sent
to both student and parents.
- Lent Item
Due - Edit the Lent Item Due template to change the message that will be
sent to your students when an item they have checked out of your lending
library that is coming due. It will be sent one week (7 days) before it is due.
Greeting - If you have entered a student’s birthday, the Birthday Greeting
template will be sent to them on that day.
Notification - If you have checked the “Enable automatic reminders before
payments are due” option, the Invoice Notification template will be sent to all
Invoice Notification -
If you have checked the “Send Overdue Invoice
Notifications” checkbox in Settings, the Overdue Invoice Notification template will be sent based on your specified number of days after the invoice due date.
- Reset Login - This template text is what parents and students will see when they request to change their username and password.
The "My Templates" tab is for creating personal templates that you will use often - for example, a recital reminder, studio policy email, vacation detail reminder, etc... These personal templates are available in a pull-down menu when composing email to your students / contacts.