If you are collecting tuition, membership dues, need to invoice customers, or track enrollment forms without payments, youâll want to try Requests. Whether itâs a small or large group, sending a request lets you set a payment due date, track who has and hasnât paid and you can even customize and preview each one before sending. Check out this video of our founder, Brett, explaining how Requests work or you can review the step by step guide to sending a request here. With our automatic reminders, you wonât have to đ chase down payments or have those awkward conversationsđŹ. And now, with our Request list, you can see all of your Requests in one simple dashboard. You can review this feature in our Onboarding with Omella blog post.
Absolutely nothing, 'Requests' is a default feature available to all Omella users!
Once a request is sent, an email with your logo is automatically generated to everyone on your request dashboard. The email has a link to âView requestâ and once clicked, you are redirected to the payment page to make a payment.
The status on the request dashboard will indicate âoverdue.â
Itâs easy to customize individual requests by clicking the âEditâ button for that request and making your change. It wonât change any other requests and you can check by previewing before sending.
You can easily cancel the request on the request dashboard so it no longer shows as outstanding.
You can click the â+ Add recipientâ link to send requests to an unlimited amount of your customers. Populate their name, email address and due date before clicking the âSend Requestsâ button.
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You can save a list of requests you created by clicking on the three dots to the right of your request list. Click on âSave as draftsâ to save your request list as you add additional recipients. Itâs helpful if you have a large number of requests to create or if you want to start your list and come back to it at a later time.
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The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.