Schedule Creation in Connect

Schedule Creation in Connect

Join Ricky and Abbey as they walk through the process of creating schedules for your upcoming Day One Access program. 


🎥 Watch the Recording


Creating and Managing Schedules in Connect

Connect is your program’s command center. It’s where you will:

  • Send automated emails

  • Review enrollments

  • Access your courses and materials

  • Configure term schedules

  • View order confirmations
    …and more.

A key part of managing your program in Connect is setting up Schedules.


What Is a Schedule?

A Schedule defines the key dates and settings that control how your term operates in Connect. Schedules determine:

  • When students receive welcome emails

  • When students can opt out

  • When the store is invoiced

  • How publisher reporting is generated

Key notes:

  • “Term” and “Catalog” are generally interchangeable with “Schedule.”

  • Schedules allow you to manage intersessions or mini-terms within a broader catalog.

  • Every catalog must have at least one schedule.

  • Choose a schedule name that is clear and easily recognizable to both you and your students.


How to Create a Schedule

  1. Go to verbaconnect.com and log into your account.
  2. Navigate to Manage Schedules → Schedule Settings.
  3. Click + New Schedule.
  4. Set a Schedule Name: Assign a unique, descriptive name that helps you identify the schedule and that students will see in communications.

Configuring Schedule Settings

Welcome Emails

  • Enable welcome emails if you plan to send them to your students.

  • Set the date you want emails to begin sending.

  • You can also compose or edit the welcome email in this section.

  • Choose whether continuation students should receive a welcome email.

  • We recommend sending welcome emails 1–2 weeks before classes begin.

Term Start Date

  • Typically the first day of class.

  • You may set an earlier date if you want students to gain material access before the term begins.

Opt-Out Deadline

  • The final day students can opt out on their own using LMS links.

  • This normally aligns with your institution’s add/drop date.

  • After the deadline, only store admins or VitalSource staff can adjust opt status.

Store Invoice and Student Charge Date

  • Automatically calculated as 5 days after the opt-out deadline.

  • This window gives bookstores time to process late drops or adjustments.

  • For a larger invoice window, contact your CSM to make the change.

  • Some publishers (especially courseware providers) may require additional permissions.

End Date

  • Typically the last day of class.

  • Students generally lose LMS material access around this date.

  • Important: avoid overlapping dates (e.g., the next term starting before the previous one ends).

Editing a Schedule

  • You can make changes up until the invoice date.

  • After the invoice date, contact your CSM for assistance.


Using Groups With Schedules

After creating a schedule, you can assign Groups and associate sections with those groups.

Key notes about Groups:

  • Groups are created at the item level.

  • They do not persist across different items.

  • A Group (e.g., “Spring Session” or “Intercession”) is unique per item.

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