How do I remind trainees to take a course assigned to them?

Administrators, Trainers, Managers, and Team Leads can send reminder emails to multiple trainees across multiple assigned courses using Bulk Actions from the Users page.

Send Bulk Reminder Emails

1. From the left navigation menu, click Users.

2. Click Advanced Filter.

   Configure the filters to find the trainees you want to remind.

   For example:

   • Status: Active
   • Progress: Invited
   • Progress: In Progress

3. Click Search to update the Users grid with the matching trainees.

   

4. Select the trainees you want to remind by checking the box in the upper-left corner of the Users grid, or select individual trainees.

5. Click Manage.

   

6. In the panel that opens, select the Courses tab.
7. Select the courses you want to include by checking the box in the upper-left corner of the Courses grid.
8. Click Take Actions.

9. Select the course statuses you want to remind:
   • Invited
   • In Progress
10. Click Remind.

A reminder email containing a link to each assigned course is sent to the selected trainees.

Notes

• Only trainees in the selected course statuses receive reminder emails.
• A trainee can receive only one reminder email within a 24-hour period. If the Remind button is unavailable, a reminder was likely sent recently.
• If automatic reminder emails are enabled for a course, an additional manual reminder may not be necessary.

Send Course Reminders to Multiple Trainees in a Course

If you want to remind multiple trainees assigned to a specific course, you can send reminder emails from the Course's Trainees tab.

Send Reminder Emails

1. From the left navigation menu, click Courses.
2. Select the desired Course.
3. Open the Trainees tab.
4. Select the trainees you want to remind.
5. Click Trainee Actions and select Remind.

The selected trainees receive a reminder email containing a link to the course.

Tip

Use the available filters to quickly find trainees based on their course status, such as:

• Invited
• In Progress

Notes

• A trainee can receive only one reminder email within 24 hours.
• If the Remind option is unavailable, a reminder was likely sent recently, or automatic reminder emails are already configured for the course.