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.
On a phone or tablet, you can also swipe a notification row to the left to archive it (or move it back to the Inbox, if you're in the Archive tab) without opening it first.
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 (First Invoice) -- A first-time customer paid their initial invoice.
- Payment Failed or Declined -- An attempted payment did not go through.
- Invoice Overdue (1+ invoices) -- A customer has an overdue invoice after the due date.
- Multiple Invoices Overdue -- A customer has several invoices past due.
- Lesson Pack Due for Renewal -- A lesson pack reached its renewal threshold and needs a staff member to renew it (manual renewal mode only).
:::tip Quick Action: Contact Customer
Invoice Overdue and Multiple Invoices Overdue notifications include a Contact Customer button (labeled Contact {name} on a single-invoice notification) in the right panel's Quick Actions. Click it to open the customer's detail page with the email drawer ready to go, so you can follow up without leaving Conductly.
:::
Scheduling & Calendar
- Lesson Booking Failed to Schedule -- A customer paid for a lesson slot that couldn't be scheduled automatically.
- Lesson Rescheduled by Family -- A family rescheduled a lesson from the Family Portal.
- Lesson Cancelled by Family -- A family cancelled a lesson from the Family Portal.
- Lesson Cancelled by Staff -- A staff member cancelled one of an instructor's lessons. The instructor is notified; the staff member who cancelled it is not.
- Lesson Rescheduled by Staff -- A staff member moved one of an instructor's lessons to a new time. The instructor is notified; the staff member who moved it is not.
- Lesson Series Deleted -- A recurring lesson series (or its remaining occurrences) was deleted. The assigned instructor and other staff are notified once per series, not once per occurrence.
- Student Self-Enrolled -- A family enrolled a student themselves through your online store.
Make-up Credits
- Make-up Credit Issued -- A student received a make-up credit from a family-cancelled lesson.
- Make-up Credit Redeemed -- Make-up credits were applied to a newly scheduled lesson.
- Bulk Credit Assignment Finished -- Reports the outcome when a bulk make-up credit assignment finishes running.
Classes & Enrollment
- Class 75% Full -- A class has reached 75% capacity.
- Class Sold Out -- A class has hit full capacity and enrollment is closed.
Online Store
- New Store Purchase -- A customer completed a purchase from your online store.
Conductly no longer sends staff notifications for individual auto-invoicing runs (invoice generation, sending, or charging). Instead, check the Recent activity panel at the bottom of Settings → Invoices -- see Billing Automation for details.
Replying to a New Lead
New Private Lesson Interest Form and New Marketing Form Submitted notifications include Quick Actions in the right panel:
- View [Name] -- Opens the guardian's or student's profile.
- Send Email -- Opens the email compose drawer, pre-filled with the lead's address and a subject line, so you can reply without leaving the Inbox.
- View Form Response -- Opens the full form submission.
Write your message (optionally starting from a saved template) and click Send. The same Undo window used elsewhere in Conductly applies -- see Email & SMS Templates.
No other Inbox notification types support replying by email.
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:
- Right-click the notification (or use the context menu).
- Select Archive.
On a phone or tablet, swipe the notification row to the left instead -- drag until the panel behind the row turns blue, then release to archive it. Release before that and the row springs back with nothing archived, so a stray swipe is harmless.
To view archived notifications, switch to the Archive tab at the top of the Inbox. Swiping a row left in the Archive tab moves it back to the Inbox the same way -- so if you archive the wrong notification, the same swipe there brings it back.
Bulk Operations
Need to clean up your Inbox quickly? Select multiple notifications first, then act on the whole selection:
- Cmd+click (Mac) or Ctrl+click (Windows) individual notifications to add them to your selection, or Shift+click to select a range.
- With multiple notifications selected, use the context menu (or a keyboard shortcut) to mark them read/unread, archive, or delete them all at once.
There is no "mark all" or "archive all" button — bulk actions always apply to the notifications you've selected.
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:
| Key | Action |
|---|---|
| J / Down Arrow | Move to the next notification |
| K / Up Arrow | Move to the previous notification |
| U | Toggle read/unread for the selection |
| A | Archive the selection (Inbox tab) |
| I | Move the selection back to the Inbox (Archive tab) |
| Backspace / Delete | Delete the selection |
| Escape | Clear the selection |
All of these work with multi-selections too — select several notifications and press U, A, or Delete to act on them all at once.
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 →
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.