Skip to content

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

Important: saving a session does not automatically email the client. Use Save and notify when you want to inform them.

Save buttons

Available in admin (sidebar meta box "Client notification") and in the front modal:

ButtonEffect
SaveSaves without emailing the client
Save and notifySends depending on context (see below)

Complementary button in the email panel:

ButtonEffect
Send confirmationFirst client confirmation (if not yet sent)

What does "Save and notify" do?

Smart routing based on session state:

SituationEmail sent
First confirmation, never notifiedBooking confirmation
Confirmation already sent + date/location/link changedSession update
Only documents addedNew documents
Only notes changedNothing (if confirmation already sent)

Automatic emails (preserved)

These sends do not go through the notify button:

EventEmail
Session cancellationClient cancellation (+ log)
Reminder before sessionReminder (if enabled + cron OK)

Automatic reminders

  1. Settings → General: enable reminders + delay (e.g. 24 h before)

  2. Configure cron (URL provided in settings) — recommended if the site has low traffic

  3. 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

ProblemLead
Client receives nothingUse Save and notify; check type enabled in Settings
Email in spamConfigure SMTP; check sender
Missing remindersCron + reminders option enabled
Local testMailHog / SMTP dev tool (staging environment)

See Settings and options and FAQ.

See also

  • Plan and manage sessions
  • Programs and templates
  • Client profile (admin)