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Choose Facilitator Emails and Calendar Invitations

Assign trainers or instructors to courses and dates, and turn facilitator reminders, update emails and Outlook or Google calendar invites on or off.

Written by Artur Binzaru

This guide is for System Admins who choose which automatic emails trainers, instructors and other facilitators get about the course dates they run, and whether those emails include calendar invitations for Outlook, Google Calendar or another calendar app.

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Facilitators / Owners are the people or groups assigned to a course, a course date or a block of dates. They get the facilitator emails in this guide. The emails your team gets when someone books, pays, cancels or sends a message go to Admin Email Recipients instead: see Choose Who Gets New Booking Notification Emails.

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Turn Facilitator Email Notifications and Calendar Invites On or Off

Three switches control the automatic emails sent to facilitators. They apply across your whole course provider account, not to one course or one person. You need the System Admin role to change them.

  1. In the Admin dashboard, open Settings, then User Management.

  2. Find Facilitator Emails. The three switches appear in the order below.

  3. Set the switches you need, then select the Save button in the Facilitator Emails section. It becomes available after a change.

  4. Reopen Settings > User Management and check the saved switch positions. If an error appears, do not assume the change was saved.

Setting

What it controls

Assignment & Date Update Emails

Emails when a facilitator is assigned to or removed from a course date, when supported date details change and when a date is deleted. This is not a switch for every edit made to a course.

24-Hour Reminder Emails

The reminder each assigned facilitator gets around one day before each course date starts. It is separate from assignment and update emails.

Calendar Invites

The calendar invitation attached to those facilitator emails. It does not send an email on its own.

All three settings are on if no setting has been saved. Check the current positions before relying on that default. These switches do not control emails to customers or participants, booking notifications to Admin Email Recipients, quiz submission notifications or course forum digests. For a course's automatic confirmation, reminder and follow-up emails to participants, see Set Up Automatic Confirmation and Reminder Emails.

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Facilitator Emails settings with three switches turned on: Assignment & Date Update Emails, 24-Hour Reminder Emails and Calendar Invites, and a Save button

The image shows the three switches. Your account's saved switch positions can differ.

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What Happens After You Turn Facilitator Emails Off or On

  • You can turn off assignment and date update emails while leaving reminders on.

  • Turning off Calendar Invites does not turn off the emails themselves. It removes calendar invitations, updates and cancellations from these emails.

  • For assignment and date update emails, the setting is checked when the action triggers the notification and again while the notification is processed. Turning it off before processing can stop an already-triggered notification.

  • A notification skipped because its email setting was off is not recovered by turning the setting on later.

  • The calendar setting is checked when the email is prepared. Turning it back on does not resend earlier calendar invitations.

If a course date is already in someone's calendar, turning off Calendar Invites does not remove it. Ask the recipient to check their calendar and update or remove an outdated entry. Do not assume that archiving a team member sends a calendar cancellation.

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Stop the Daily Reminder Email for Every Session (Trainers and Course Owners)

The 24-hour facilitator reminder goes to the facilitators assigned to each course date, around one day before that date starts. A trainer or course owner who runs a session every day therefore gets one reminder email per session. Participants' own reminders are separate course settings.

  1. Open Settings > User Management and find Facilitator Emails.

  2. Turn off 24-Hour Reminder Emails. Leave Assignment & Date Update Emails on if your trainers still need to hear about assignments and date changes.

  3. Select Save in the Facilitator Emails section and reopen the page to check the switch.

This switch stops the reminder for every facilitator, course owner and System Admin assigned to course dates in your account. There is no setting that stops it for one person or one course only. To stop one person getting it for one date, give that date its own Facilitators / owners selection without them; a date's own selection is used before the block's and the course's. This can also change what they can see and do on that date. Facilitator reminders are not sent for dates of a course that is not published.

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Stop Cademy Adding Courses to Outlook or Google Calendars

When Calendar Invites is on, the assignment, date update and reminder emails to facilitators include a calendar invitation for the course date. Some calendar apps, such as Outlook, add these dates to the calendar automatically, so a trainer can see courses appear without accepting anything. Removing a facilitator or deleting a date sends a calendar cancellation.

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To stop the invitations but keep the emails, turn off Calendar Invites in Settings > User Management > Facilitator Emails and select Save. Dates already in a calendar stay there until the recipient removes them.

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Calendar Invites Sent for the Full Term of a Block

When someone is assigned to a block of dates, such as a term of weekly sessions, the calendar invitation includes every session in that block. The whole term therefore appears in their calendar at once.

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Creating a Course Date Makes Two Google Calendar Events

Calendar Sync is a separate feature that adds course dates to a connected Google or Outlook calendar and can invite chosen people to every date. If a course uses Calendar Sync and the same person also gets facilitator calendar invitations, check both and turn off the one you do not need. Calendar Sync is set in the course's Settings > Calendar Sync; see Sync Course Sessions with Google or Outlook Calendar.

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Forwarded Calendar Appointment Emails Sent via Cademy

A calendar appointment that arrives in an email sent by Cademy is a facilitator calendar invitation. When Calendar Invites is on, Cademy attaches one to the assignment, update and reminder emails for the course dates a person is assigned to. Calendar Sync invitations are sent by Google Calendar or Outlook instead. To stop facilitator invitations, turn off Calendar Invites as described above.

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Assign the Trainers or Facilitators Who Get These Emails

Facilitator emails go to the people or groups selected as Facilitators / owners on a course, a course date or a block. An assignment also gives the person access to that course or date, so use it for the people who deliver it. The full steps are in Assign a Facilitator to a Course or Course Date.

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To add a trainer who is not yet a team member, type their email address in Facilitators / owners and select Invite <email> as a Facilitator. Cademy sends the invitation straight away and adds them to the field; the assignment is saved when you save the course or date. A user group is a saved set of team members; a group's members who still have access to your account get its emails, and an empty group supplies no recipients. For invitations and roles, see Invite a Team Member or Facilitator and What Can a Facilitator, Course Owner or System Admin Do?.

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Course Owners page of the course editor for the course First Aid at Work. The top bar shows the breadcrumb First Aid at Work / Settings / Course Owners and, at the right, a three-dot button, Share, a link icon, an open icon and Save. The tabs are Description, Pricing &amp; Delivery, Dates, Settings and Share, with Settings selected; under them are Back and Learn more. The first card is Course Facilitators / Owners, with the line Select the users or groups who will facilitate this course. They’ll receive facilitator reminders, quiz submission notifications, and course forum digests. Its field holds Gregor Mackay and Mhairi Kerr, each with initials and a cross to remove them. The second card is Admin Email Recipients, with a line about course admin notifications and the links Settings → User Management and Learn more about admin email recipients; its field holds Shona Wallace. The two selected people are outlined.

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Assign Facilitators / Owners to a Whole Course

Follow Assign a Facilitator to a Course or Course Date. A course assignment supplies reminder recipients for dates with no assignment of their own, but not every date-change email, as explained below.

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Assign Facilitators / Owners to One Course Date

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Change the Facilitators / Owners of a Block of Dates

Follow Assign a Facilitator to a Course or Course Date. The block editor opens from the pencil on the block's row. Select Change Default Settings, Spaces, Location or Price to show Facilitators / owners and Visibility.

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Block editor for November Workshop with its two dates and the opened settings: Delivery Method, Address, Max Spaces, Price, Facilitators / owners, Visibility set to Public and the Save Dates button

Important: When you change Facilitators / owners in the block editor and select Save Dates, Cademy saves the selection on the block and on every date in it. A date that had its own facilitator gets the block's selection, and its emails go to the block's people. Set any date that needs a different trainer again afterwards with its own pencil (Edit occurrence). Saving the block without changing this field leaves each date as it is. The Visibility field in this editor shows Public when it opens, even for a private block. Cademy keeps each date's saved visibility unless you change this field. If you change it, the new visibility is saved on the block and every date in it, and choosing Public removes their Linked Organisation and Key Contact.

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An individual date with its own selection takes precedence for reminder recipients. Removing that selection can expose the block's assignment again; it is not a reliable way to stop all notifications for the date.

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A Different Facilitator per Date With Their Own Zoom Link and Calendar Invite

You can run one course with a different trainer on each date. Assign each date to the trainer who runs it, using Assign a Facilitator to a Course or Course Date. Each trainer then gets the reminder, update emails and calendar invitations for their own dates.

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For an online or hybrid date, the facilitator emails and calendar invitation show the date's own joining link, such as the trainer's Zoom link, or the course's link if the date has none. Set each date's joining link as described in Set the Course Venue or Online Joining Link.

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Who Gets Facilitator Reminders and Date Change Emails

Who Gets the 24-Hour Facilitator Reminder and When

For each scheduled date, Cademy checks these assignments in order:

  1. The individual date's Facilitators / owners.

  2. The parent block's assignment, if the date belongs to a block and has no assignment of its own.

  3. The course's Facilitators / Owners, if neither the date nor its block has an assignment.

If no assignment is selected at any of these levels, no facilitator reminder is queued. Cademy chooses the first non-empty selection before resolving its people and groups. If that selection contains only an empty group or users without access to this account, it does not fall through to a different assignment.

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Reminders are selected by an hourly check for dates starting in the corresponding hour on the following day. They are not individual timers guaranteed to send exactly 24 hours before the start. Set up the date, assignments and reminder setting before the previous day's check. If they are added after that check has passed, do not rely on a late reminder being generated. Dates of a course that is not published get no facilitator reminder.

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The reminder setting is also checked during processing. Turning it off after selection can stop the queued reminder. A reminder being prepared or sent does not prove that the recipient received it.

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Who Gets Assignment and Date Update Emails

  • Assignment and removal notifications go to the person or group whose assignment changes.

  • Detail updates use assignments saved directly on the date or block being changed. They do not use the reminder's date-to-block-to-course fallback. For an individual date inside a block, an inherited block assignment alone does not supply its detail update recipients.

  • Supported detail changes include start or end time, delivery method, address, joining URL and key contact. A notes-only edit is not one of these update triggers.

Who Is Emailed When a Course Date Is Deleted

When a deletion succeeds and Assignment & Date Update Emails is on, recipients are selected as follows:

  • Deleting a standalone date uses that date's own assignment. An empty assignment does not fall back to the course owners or all admins.

  • Deleting one date from a block uses that date's own assignment if it has one; otherwise it uses the block's assignment.

  • Deleting an entire block creates a notification for the block's assigned people and separate notifications for child dates with their own assignments. The block notification can include calendar cancellations for its child dates. Do not assume that each person receives only one email.

Only selected group members or users who still have access to this account are resolved as recipients. Calendar cancellations also require Calendar Invites to be on and valid date times. This section explains staff notifications, not how to cancel a customer's booking or refund their payment.

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These course-date messages are separate from booking notifications to Admin Email Recipients. For the access and assignment effects of archiving a person, see Remove a Team Member’s Access (Archive a User). Archiving does not undo emails already sent.

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Add Staff-Only Venue Instructions to Facilitator Emails (Private / Internal Note)

Saved locations have a Public note for information shown to participants and a Private / internal note for staff information. Use Set the Course Venue or Online Joining Link to create or edit a saved location.

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For in-person or hybrid dates, facilitator emails show the loaded location's internal note as Location Notes. They do not copy the Public note into that staff-note section. Online-only dates do not show a physical location or location note there.

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Calendar invitations also include location notes. A session at a different saved location or address does not reuse another session's internal note. Assignment, update and reminder messages do not all resolve inherited block details in the same way. If a date depends on a block's location, check the actual message before relying on its location instructions.

Put participant arrival instructions in the Public note as well when participants need them. Do not assume that a private staff note has reached either participants or facilitators just because it was saved.

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New Booking Notification Emails (Admin Email Recipients)

Choosing who is emailed when someone books, registers, pays or sends a message is explained in Choose Who Gets New Booking Notification Emails.

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Set Admin Email Recipients for the Whole Account

See Choose Who Gets New Booking Notification Emails for the account-wide steps.

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Set Admin Email Recipients for One Course

See Choose Who Gets New Booking Notification Emails for the steps for one course.

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Which Emails Go to Admin Email Recipients

The list of booking, payment, request and message notifications is in Choose Who Gets New Booking Notification Emails.

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Check a Facilitator Email That Did Not Arrive

For a missing new booking notification, see Choose Who Gets New Booking Notification Emails. For a missing facilitator reminder, assignment or update email:

  1. Check the matching switch in Settings > User Management > Facilitator Emails and the recipient rules above.

  2. For a reminder, check that the course is published and that the date and assignment existed before its selection window. For an update, check the assignment on the date or block being changed and whether the changed detail is a supported trigger.

  3. As a System Admin, open Users & Facilitators, select the person and open Messages. Select a recorded email to open View Message.

  4. Check the recipient, subject and status. Ask the recipient to check their spam or junk folder if a message was sent but has not been found.

  5. If the expected message is still missing, contact Cademy Support with the course, date, recipient, type of notification and approximate action time. Include any visible error or message status.

Team-member history does not include invitation or account-access emails. An empty history is not proof that no email was sent, and Delivered does not prove inbox placement or reading. See Find Sent Emails and Check Delivery Status for the history's coverage and status meanings. To send a recorded email again, see Resend a Booking Confirmation or Other Sent Email. Do not resend repeatedly without checking the recorded recipient and result.

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Frequently Asked Questions

Can I select a group instead of each person?
Yes. Check the group's members. An empty group does not supply recipients or automatically redirect its emails to another group.

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Can I stop calendar invitations but keep the emails?
Yes. Turn off Calendar Invites, leave the required email switches on and save the Facilitator Emails section. Existing calendar entries are not removed by changing this setting.

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Can I keep reminders while stopping assignment and update emails?
Yes. Leave 24-Hour Reminder Emails on, turn off Assignment & Date Update Emails and save. The two switches are independent.

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Will turning a setting back on send everything that was missed?
No. Turning it on does not recover notifications already skipped because the setting was off, or resend earlier calendar invitations. For a date created or assigned after its reminder check, do not rely on an automatic late reminder.

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Why are Location Notes missing?
Check that the date is in-person or hybrid and that the selected saved location has a Private / internal note. For an invitation, also check the calendar setting. Block-inherited details need an actual message check because the notification types do not all resolve them in the same way.

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Do these switches stop participant, quiz, forum or booking notification emails?
No. The three Facilitator Emails switches only control the course-date notifications described here. Other email settings and sending restrictions still apply.

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