Coaches
Emails and notifications
Sessions Pro separates two levels of email control:
Key principle: saving a session no longer automatically sends a confirmation to the client.
Key point
Save buttons
Available in admin (sidebar meta box "Client notification") and in the front modal:
| Button | Effect |
|---|---|
| Save | Saves without emailing the client |
| Save and notify | Sends depending on context (see below) |
Complementary button in the email panel:
| Button | Effect |
|---|---|
| Send confirmation | First client confirmation (if not yet sent) |
What does "Save and notify" do?
Smart routing based on session state:
| Situation | Email sent |
|---|---|
| First confirmation, never notified | Booking confirmation |
| Confirmation already sent + date/location/link changed | Session update |
| Only documents added | New documents |
| Only notes changed | Nothing (if confirmation already sent) |
Automatic emails (preserved)
These sends do not go through the notify button:
| Event | |
|---|---|
| Session cancellation | Client cancellation (+ log) |
| Reminder before session | Reminder (if enabled + cron OK) |
Automatic reminders
Settings → General: enable reminders + delay (e.g. 24 h before)
Configure cron (URL provided in settings) — recommended if the site has low traffic
Reminders run via WordPress cron or an external service (e.g. cron-job.org)
Without reliable cron, reminders only go out when a site page loads at the right time.
Email types (settings)
Individually activatable in Settings → Emails:
- New booking (coach)
- Confirmation (client)
- Cancellation
- Pre-session reminder
- Payment received (coach) — Premium
- Payment confirmed (client) — Premium
- Session update
- New documents
Customization: sender, logo, signature, subjects per type.
Email log
Each session keeps a log (meta):
- Type, date, recipient, success / failure
- Pending confirmation / Sent badge in admin lists
Client profile: merged timeline (account + all sessions).
Admin session list filter
Email confirmation filter:
- Pending — client assigned, no confirmation sent
- Sent — confirmation already sent
Bundles: batch send
After creating a bundle:
- No email on save
- Send confirmations button on the bundle page for batch notification
Client account: welcome and reset
- Add and send login details on creation
- Resend from client profile (account log)
- Password never displayed in the UI
Troubleshooting
| Problem | Lead |
|---|---|
| Client receives nothing | Use Save and notify; check type enabled in Settings |
| Email in spam | Configure SMTP; check sender |
| Missing reminders | Cron + reminders option enabled |
| Local test | MailHog / SMTP dev tool (staging environment) |
See Settings and options and FAQ.
See also
- Plan and manage sessions
- Programs and templates
- Client profile (admin)