Use reminders to automatically notify clients about pending payments, upcoming renewals, or low session counts.
How to Set Reminders:
Go to Settings > Reminders to set up and manage all reminders.
Payment Reminder
Send pending payment reminders to Clients
Send Via:
- SMS
- CONNECT app
When to send?
- X days after due date
Renewal Reminder
Auto-remind Clients of upcoming expiry
Send Via:
- SMS
- CONNECT app
When to send?
- X days before
Limited Session Reminder
Will be sent to Clients to notify them about their sessions
Click on Auto-remind Clients based on sessions left.