Use {name} for first name, {institution} for institution name.
Each template has a delay. This is how many business days (Mon-Fri) after the previous email (or the original outbound for Template 1) before it fires automatically. Leave 0 to disable that template.
+ Open New Case
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Showing Clients and Potential clients only. Don't see them? Add them first in the Clients tab.
Newsletter Subscribers
People who opted in to receive workshop news from the portfolio site.
Send Email Blast
Send to newsletter subscribers, customers, or any email address manually.
Use {name} to personalize. For manual emails it uses the name before @ if no name given.
💰 Billing
Manage invoices, installments, and training session dates for signed cases.
📥 Applications & Requests
Incoming coaching applications and program requests from the landing page.
Train Your Brain | Admin