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Inbox & Notifications

The Inbox is the first screen you see when you open Conductly. It acts as your command center, showing real-time notifications about everything happening at your school -- from new enrollments and payments to scheduling milestones and class capacity alerts.

The Inbox Layout​

The Inbox uses a two-panel layout:

  • Left panel -- A scrollable list of all your notifications, with the most recent at the top.
  • Right panel -- When you select a notification, its full details appear here, along with any available actions.

On smaller screens, the Inbox switches to a single-panel view. Tap a notification to see its details, then use the back arrow to return to the list.

Notification Types​

Conductly sends notifications across several categories to keep you informed:

Form Submissions​

  • New Private Lesson Interest Form -- A family submitted the private lesson interest form.
  • New Registration Form Submitted -- A customer completed a registration form.
  • New Marketing Form Submitted -- A customer submitted a marketing form.

Student Management​

  • New Prospective Student -- A new prospective student was created in Conductly.

Billing & Payments​

  • Payment Received -- A first-time customer paid their initial invoice.
  • Payment Failed or Declined -- An attempted payment did not go through.
  • Invoice Overdue -- A customer has one or more overdue invoices.
  • Multiple Invoices Overdue -- A customer has several invoices past due.
  • Invoice Overdue 30 Days -- An invoice has reached 30 days overdue.
  • Multiple Invoices Overdue 30 Days -- A customer has multiple invoices that have reached 30 days overdue.
  • Initial Invoice Unpaid (3 Days) -- A first invoice has not been paid after 72 hours.
  • Registration Needs Invoice -- A registration does not have an invoice 7 days after completion.

Scheduling & Calendar​

  • Customer Paid but Not Scheduled -- A customer has paid but has no lessons scheduled after 7 days.
  • First Lesson Today -- A student has their very first lesson today.
  • Last Lesson Today -- A student is finishing their final scheduled lesson today.
  • Scheduled but Not Invoiced -- A registered student has lessons scheduled but no invoice after 3 days.

Classes & Enrollment​

  • Class 75% Full -- A class has reached 75% capacity.
  • Class Sold Out -- A class has hit full capacity and enrollment is closed.
  • Class Starting Today -- A class begins today.
  • Class Ending Today -- Today is the final day of a class.

Auto-Invoicing​

  • Invoice Generation Reminder -- 48 hours before scheduled invoice generation.
  • Invoices Ready for Review -- Draft invoices have been generated and need your review.
  • Auto-Send Reminder (48h / 24h) -- Reminders before invoices are automatically sent.
  • Auto-Send Complete -- Invoices have been auto-sent for the day.
  • Auto-Charge Reminder (48h) -- Reminder before saved cards are auto-charged.
  • Auto-Charge Complete -- Conductly has finished auto-charging saved cards.

Online Store​

  • New Store Purchase -- A customer completed a purchase from your online store.

Managing Notifications​

Mark as Read / Unread​

Click on a notification to mark it as read. The unread indicator (a dot) will disappear. You can also right-click a notification to access a context menu with options to mark it as read or unread.

Archive Notifications​

Once you have dealt with a notification, archive it to keep your Inbox clean:

  1. Right-click the notification (or use the context menu).
  2. Select Archive.

To view archived notifications, switch to the Archive tab at the top of the Inbox.

Bulk Operations​

Need to clean up your Inbox quickly? Use bulk operations:

  • Mark All as Read -- Marks every notification in your current view as read.
  • Archive All -- Moves all notifications in your current view to the archive.

These options are available from the Inbox header.

Real-Time Updates​

The Inbox automatically checks for new notifications at regular intervals. When new notifications arrive, they appear at the top of your list without requiring a page refresh. You will see the notification count update in the sidebar as well.

Keyboard Navigation​

For power users, the Inbox supports keyboard shortcuts to help you move through notifications quickly:

KeyAction
Up / Down ArrowNavigate between notifications
EnterOpen the selected notification
EscapeClose the detail panel / go back to list

Customizing Your Notifications​

Not every notification is relevant to every team member. You can control which notifications you receive and how you receive them from Settings > Notifications.

Learn more about Notification Preferences →

tip

If you find your Inbox is too noisy, start by turning off email notifications for lower-priority items and keeping just the in-app notifications. You can always check the Inbox directly for those updates.