Choosing Who Receives Internal Notifications

Modified on Sat, 22 Aug at 6:09 AM

Choosing Who Receives Internal Notifications

The Recipients view decides which of your own people get notified when something happens.

Before You Begin

  • The view is at Settings > Communication Hub > Recipients.
  • Roles set eligibility here; individuals fine-tune their own delivery in My Settings > Notifications.
  • Decide whether you want to force a delivery style on instructors or let them choose. There is a Lock toggle for this.

How It Is Organised

The page explains itself at the top: “Who receives each internal notification. Roles set eligibility here; individuals fine-tune delivery in My Settings › Notifications. Use the Options button at the right of a row (or click the event name) to set its extra options — reminder schedules, additional emails, and more.”

Events are grouped into four blocks, each a matrix of events (rows) against roles (columns):

BlockTypical events
Enrollment & PaymentsAccount registration, Enrollments, Deposit payment reminders
Classes & OperationsClass reminders, Certification expirations, Paperwork submission, Booking requests
Inventory & StoreLow keycode bank, Store orders, Add-On Fulfillment
ClientClient enrollment notice, Class request scheduled, Class request rejected, Enrollment drop

Tick a box to include that role; a dash (—) means the notification does not apply to that role.

Communication Hub Recipients view   the events-against-roles matrix

The MORE Column

At the right of each row is a control that varies by event:

ControlWhat it does
+1 email ↓Add an additional email address outside the role structure — useful for a shared inbox such as fulfilment@.
30 days ↓A schedule, as on Certification expirations.
Options ↓The event’s extra settings.

Click the control, or the event name itself, to open reminder schedules, additional emails and other per-event options.

Special Cases

Booking requests carries an Assigned only label above the Instructors column — instructors are notified only for classes assigned to them.

Instructor Delivery Default

At the bottom of the page is a global control for instructor enrollment notifications:

  • Every enrollment — one message per enrollment.
  • Summary — a digest, with a Time period selector (for example, Daily).

The Lock toggle overrides personal choice. Instructors can override your default individually unless Lock is on, which forces your choice for everyone. Check its current state rather than assuming it is off — Lock is frequently already enabled, in which case your instructors cannot change how often they hear about enrollments, and will not be told why.

Recipients view   instructor delivery default with the Every enrollment / Summary control and Lock toggle

Best Practices

  • Use +1 email for shared inboxes rather than adding a person to a role just to get them notified.
  • Set Summary rather than Every enrollment for instructors running high-volume classes — it is the difference between a useful digest and an ignored inbox.
  • Leave Lock off unless you have a specific reason. Instructors who can tune their own delivery are far less likely to filter your mail entirely.
  • Check the Client block if a client says they were not told about something. Those events are separate from the student-facing ones.

Frequently Asked Questions

QuestionAnswer
What does a dash in the matrix mean?That notification does not apply to that role.
How do I notify a shared inbox?Use the +1 email control in the MORE column for that event.
Why are instructors only notified about some booking requests?Booking requests is Assigned only — instructors are notified for classes assigned to them.
Can instructors change how often they hear about enrollments?Yes, unless you switch on the Lock toggle, which forces your choice for everyone.
Where do individuals change their own delivery?My Settings > Notifications.

That completes the Communication Hub set. You now have the overview, email templates, SMS compliance and internal notifications covered end to end.

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