Go to Interview > Settings > Trigger PARENT reminder this number of hours before an interview. Set this to the desired values and click “Save” at the bottom of the page.

You can also set this up directly from automation (point 3).

Note: 48 hours is 2 days

There is also a trigger reminder for staff (catering, security etc).

The automation timing only works when the trigger has not passed.

If you have had an interview booked but the automation was not in place then it will not send the reminder and will have to be completed manually.

Also:

If the interview was booked after the automation timing has passed then then the automation will not send the reminder

Note: an interview reminder should always have a cancellation trigger that ensures the reminder is not sent if the interview is cancelled

Go to Email Settings > Templates > Custom and set up a Primary Carer custom interview reminder email to send to Parents

Note: you can setup a secondary carer reminder as well and add both to the Automation

Copy and Paste directly into the Template and add your school specific language/vernacular

{% if second_parent.last_name and first_parent.last_name == second_parent.last_name %}

Dear {{ first_parent.title }} and {{ second_parent.title }} {{ first_parent.last_name }}

{% else %}

Dear {{ first_parent.title }} {{ first_parent.last_name }} {% if second_parent.last_name %} and {{ second_parent.title }} {{ second_parent.last_name }}{% endif %}

{% endif %}

This is a friendly reminder that the interview for {{ profile.first_name }} is tomorrow. You and your {{ profile.gender }} will be meeting with {{ interview_booking.interviewer.name }}.

{% render_location_details interview_booking.location hints=True %}

Date: {{ interview_booking.date_time_str }}

{% if interview_booking.online_meeting_link %}Your Online Meeting link is {{ interview_booking.online_meeting_link }}{% endif %}

Create an Automation

To read how to create an automated email please click here: Create Automated Emails

Go to Automation > Add

1 NAME - Automated name like ‘Interview Reminder (2 days)’ this makes it easier to identify and is internal.

2 Email Template - Select your template from the ‘Custom Template’ dropdown so the email goes to the Primary Carer

3 Parent SMS template - Select your template from the ‘SMS Template’ dropdown so the SMS goes to a parent if setup

4 Change Application Status to - not applicable

5 Add to Student Profile Category - not applicable

6 Trigger Event - select ‘Interview Reminder for Carer’ Select Interview Type

Note: If you have more than one type of interview you will need to add multiple trigger events

7 Cancel Event - this is not required for staff notifications

8 Delay to be 0 hours. This means the email will be sent to the Carer according to the Trigger

Always Save

Choose Automation Recipients allows you to select specific groups based on the options shown (Optional)

In an automation all of these selections are Optional

1 Application in Status

2 Years Of Entry

3 Calendar Years of Entry

4 Student Profile Categories

5 Attendance Types

6 Campuses

7 Exclude Application in status

Click Save

The automation timing only works when the trigger has not passed.

If the automation was not in place then it will not send the reminder and you will have to complete the steps manually.