Student Email History & Automatic Follow-Ups

Student records and communications get smarter: known-as names used across the app, a full email history on every student's profile, and automatic follow-ups for enrolments that stall before payment.

What's new

Known-as names on profiles
Students and trainers can now add a "known as" name to their profile, and it is used wherever their name appears across the app — class lists, calendars and portals — while legal names are preserved on certificates, invoices, and USI and AVETMISS reporting. Where the two differ, student and enrolment detail pages show the legal first name in brackets after the known-as name.

Student email history
Administrators get a new Emails tab on each student's profile showing every email the organisation has sent them, and the organisation-wide email log now shows who each email was sent to. History is recorded against the person, so it survives email address changes and student merges.

Automatic follow-ups for incomplete enrolments
Students who start a self-enrolment, confirm their email, then drop off before paying now receive three automatic reminder emails — one hour after starting, 24 hours later, and on the morning their enrolment is due to expire. Administrators can see what's coming on the lead's timeline, including a countdown to the next reminder and a new Emails tab showing every message sent, and students can opt out through their email preferences.

Improvements

• Invoices can now be emailed to up to five addresses on a company, corporate booking or individual invoice — previously each held a single address — and invoices, overdue reminders and credit notes go to the whole list in one email.
• Coordinators can now search the Enrolments list in the corporate booking portal by student name, email or class, matching both a student's known-as and legal names.
• Attendance sheets for corporate-booking classes now name the booking, its company and coordinators in the header, and attendees from a group booking show the booking owner beside the booking number.

Bug fixes

• Email previews in the email log no longer show "not found" for emails that were genuinely delivered.
• Trainer class reminders are now sent once per run of consecutive session days instead of once for every session day — a five-day course now sends two reminder emails rather than ten — and each email lists only the sessions that trainer is rostered on.
• Certificate renewal reminders now show the renewal date in the timezone where the training was delivered, and reminders for imported historical training show the renewal date rather than an already-past end date.