Enable automatic email notifications when certain actions occur in CampSite.
- Each admin user has their own email notification settings, so different users can receive different emails.
- Note that only admin users with DB Management "Admin" permission have access to editing admin users (including their own account). If a user does not have DB Management "Admin", another admin user must edit their email notifications for them, following the steps below.
To access a user's email notification settings, double click the 3 dots to expand the user's account settings and then navigate to the "E-mail notifications" section.
Notifications are categorized by type/module - click each category to expand the email notifications relevant to that module.
Auto pay batch results
Receive an email notification each time an admin user completes the Auto Pay step for a payment schedule date.
- The email will display the results of the auto pay batch, including each family and their payment details and if the payment was successful or not.
Staff salary changes
For camps with our Staff module, receive an email notification each time an admin user edits the 'base salary' field on a Staff person's profile page.
Payment on Parent Dashboard
Receive an email notification each time a parent submits a credit card or ACH payment via the Parent Dashboard.
Payment method additions on Parent Dashboard
Receive an email notification each time a family adds a new payment method to their account via the Financial page of their Parent Dashboard.
Weekly notification of unassigned accrual transactions
This notification has been deprecated and the corresponding email is no longer being sent.
Notify of upcoming payment schedule installments
Receive an email notification 7 days in advance of upcoming payment schedule invoice dates.
- Note that this notification is only available for primary payment schedule dates. Any 'other dates' that were created manually for specific families do not trigger this reminder.
Notify of payment gateway returns (CSIPay only)
Receive an email notification every Monday morning listing all payment gateway returns over the last 30 days.
- Note that this email contains all returns within your gateway dated during the last 30 days. Some of these payments may have already been re-submitted and no longer need to be addressed.
Invoices Step Reminder
Note: This email notification is not listed under the Financial email notifications like those listed above - it's sent to all admins who have the "Financial Admin" permission for the Campers module:
This email is sent:
- 3 days after the invoice date, if invoices have not been generated yet
- 3 days after invoices have been generated, if they have not been sent yet
- 3 days after invoices have been sent, if auto pay has not been run yet
Below is an example of the email that's sent 3 days after the invoice date, if invoices have not been generated yet: