2. Scheduled Tasks in Intakes

The intake scheduler is a function to automate communication or event creation for all students in the intake. A typical example is an email reminder sent to the intake a day before the intake starts. To add a schedule action, go to the “Scheduler” tab and use the green + Add button:

A form for a new scheduled action will pop up. In the below form, the defined action is to send an email, one day before the enrolment starts, and the “Intake Start Email” communication template will be sent to all students in this intake:

You may also choose to send the email regardless of the enrolment status of the student (by default comms are only sent to “Active” students), and you can choose to include stakeholders (cc’d) if an email is sent:

Once the scheduled action is saved, it will show up under the “Scheduler” tab. Their might be multiple scheduled actions on a intake:

Instead of sending any comms, you can also simply just create an event on the enrolment page of the student. You simply need to select “Create Enrolment Event” as the Action of the Scheduler.

You can also assign this as a task to any staff member.