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Managing Client Email Notification Preferences

Find out how you can manage Client notification preferences here.

Written by Raashi Thakran

If your company is connected to TutorCruncher, your Clients get emails from two places. TutorCruncher sends the emails about Lessons being booked, coming up or changing, and Bobbin sends Lesson Report and Attendance emails.

Emails TutorCruncher sends

Emails about a Lesson being scheduled, reminders before it starts, and emails when a Lesson is rescheduled or canceled all come from TutorCruncher. They use your TutorCruncher email settings and templates, so you manage them in TutorCruncher.

Because TutorCruncher sends these, Bobbin's scheduling email settings don't appear under Organization > Settings > Emails for your organization. The only Lesson email setting you'll see there is the attendance email. If a Client says they didn't get a Lesson reminder, check your TutorCruncher settings.

Emails Bobbin sends

  • Lesson Report emails: sent to the Client when a Lesson is marked complete. If you use report approval, the email is sent once the report is approved.

  • Attendance emails: sent ten minutes after a Lesson starts, showing who is present and who is absent. For online Lessons, the email includes a Join lesson button. See Who gets attendance emails below.

A Client only receives Lesson Report emails if they have access to Lesson Reports, and that permission is set in TutorCruncher. You can then turn each email on or off for each Client and Student in Bobbin.

Who gets attendance emails

  • Clients get an attendance email for their own Students, unless it's turned off for that Student (see below).

  • The Client's manager gets the attendance email for that Client's Students. The manager is the Client's associated Administrator in TutorCruncher, and it shows on the Client manager card on the Client's profile in Bobbin.

  • Your company owners get it for Clients who don't have a manager, and for Lessons with no Client, such as a Student with no Client linked or a Lesson with only Tutors on it.

Other Administrators don't get attendance emails. Each person gets one email per Lesson, listing only the Students that are theirs to see, plus the Lesson's Tutors.

To change which Administrator gets a Client's attendance emails, change the Client's associated Administrator in TutorCruncher.

Note: An Administrator can turn off their own attendance emails under My profile > Notifications (open the menu under your name at the bottom of the sidebar). If a Client's manager does this, the emails don't go to the company owners instead; they just stop for that manager.

Turning emails on or off for a Client

Note: This feature is available to Administrators only. Clients, Tutors, and Students cannot see or change these notification settings.

Navigate to the Clients page

In the left-hand menu, click Clients under People to view the list of Clients in your organization.

Open the Client's profile

Click on your Client's name to open their profile. The Students card lists the Students linked to this Client. Next to each Student you'll see which emails the Client currently gets about them, for example Lesson reports and Attendance, or Emails off.

Turn off a notification

  1. Click the menu (three dots) next to the Student and choose Edit email notifications.

  2. In the Emails about [Student] window, switch off Lesson report emails or Attendance emails. The Client will no longer receive that type of email for that Student.

  3. Click Done.

Note: Each Student's settings are separate. Turning an email off for one Student doesn't affect the other Students linked to the same Client.

Turn a notification back on

Open Edit email notifications for the Student again and switch the email back on. The Client will start receiving those emails again.

Note: Each change saves as soon as you switch it - there is no separate 'Save' button.

Turning Attendance emails off for everyone

To stop Attendance emails for your whole company, go to Organization > Settings > Emails and turn off Send attendance emails after lessons start. Individual Administrators can also opt out under My profile > Notifications without affecting anyone else.

Attaching Report PDFs

By default the Lesson Report email contains a summary and a link to the full Report online. You can also have the Report attached as a PDF, which some families prefer. An Administrator turns that on under Organization > Settings > Lessons, using the Attach report PDF to lesson report emails setting. For more information, see Creating a Lesson Report.

When you send Report PDFs manually from a Lesson, any Client who has turned off Lesson Report emails is skipped automatically, so the switches above are respected either way.

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