📝 Summary

Administrators and Supervisors can send reminder emails to trainees for lessons marked as Due or Overdue. Lessons that are scheduled for a future date will not have the option of sending reminders. 

Trainees automatically receive a reminder email when a lesson becomes overdue. To send additional reminders—either to overdue users or those nearing the end of their grace period—follow one of the three options below.

📋 Steps

Option 1: Send reminders via Review

1. Go to Manage > Review > Follow-ups.

2. Select the lesson schedule you want to send reminders for and click the ellipsis (⋯) and select Send Reminder.

3. Click Send.

4. A confirmation message will appear once the email is sent.

Option 2: Send reminders via Lessons

1. Go to Manage > Lessons and select a lesson.

2. Navigate to Scheduled Users, click the ellipsis (⋯) next to the trainee’s name and select Send Reminder. 

3. Click Send.

4. A confirmation message will appear once the email is sent.

Option 3: Send reminders via Users

1. Go to Manage > Users and select a user.

2. Under the user’s profile, go to Scheduled Lessons, click the ellipsis (⋯) next to the lesson and select Send Reminder.

3. Click Send.

4. A confirmation message will appear once the email is sent.

To send reminders to multiple users (For Option 1 and 2 only):

• Click the initials next to each trainee’s name to select them.

• Click Send Reminders.

• In the pop-up, click Send.

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