Learning Hub · Policies
Email Notifications
What does this policy do?
This policy gives you a switch for each of the automated emails listed on the card. Decide which events trigger emails to you (admin notifications) and which trigger emails to your clients. When the policy is inactive, all emails default to ON.
Two categories of emails
Emails are split into two groups, each with individual on/off toggles:
Admin Notifications
Emails sent TO YOU: new client registered, booking submitted, booking cancelled, booking back on, payment received, waitlist submission, staff departed, refund processed, repeat dates not booked, card payment disputed
Client Emails
Emails sent TO YOUR CLIENTS: welcome (self sign-up), welcome (by admin), password reset by admin, booking request, booking confirmed, booking cancelled, booking back on (cancellation undone), payment receipt, payment due reminder, payment due before a booking, invoice, questionnaire completed, assessment report, pet birthday, new staff welcome, form reminder, booking reminder, refund confirmation, repeat dates not booked, waitlist response, account credit added, charge added to account
How the toggle grid works
Each email event has its own on/off switch
Admin Notifications
New client registered
Booking submitted
Booking cancelled
Payment received
Client Emails
Welcome (self sign-up)
Booking confirmed
Booking cancelled
Invoice
Pet birthday wishes
↑ Interactive demo — toggle switches to see how it works
What happens with different settings
Click each scenario to see the result and email preview
You turn OFF "Booking cancelled" for admin notifications
You will no longer receive an email when a client cancels a booking. The client still receives their cancellation confirmation email (if that toggle is on).
You turn OFF "Welcome (self sign-up)" for client emails
When a new client registers on your portal, they won't receive a welcome email. Useful if you prefer to contact new clients personally first.
Policy is INACTIVE (master toggle off)
All email notifications revert to their defaults (all ON). This is the safest option if you're unsure — nobody misses any communications.
Tips & best practices
Keep this policy inactive until you've tested your email setup — all emails will send by default.
Most businesses keep all client emails ON. Only turn them off if you have a specific reason.
Admin notifications for "New client registered" and "Booking submitted" are very useful to stay on top of activity.
Some client emails have customisable templates — look for the "View/edit template" button next to each toggle.
Learning Hub • Email Notifications