This feature removes the need for sending manual reminders to clients. Once activated, clients will automatically receive email reminders if there are any unfulfilled goals. Reminders are sent every 5th day at 8:00 CET, with a maximum of three reminders. If you need to send your clients further reminders, it must be handled manually.

Follow the instructions below to enable/disable automatic email reminders. Please note that administration rights are required to enable this setting.

How to enable/disable automatic reminders

1. Click on Settings in the lower corner of the left-hand menu.

2. Click on Email reminders. 

3. To enable/disable reminders, click on the toggle.
   

FAQ

How can I verify if an email reminder has been sent to a client?

To verify if an email reminder has been sent to a client, navigate to the client relationship and review the activity log. All automatic reminders are recorded in the activity log of the respective client relationship. Note that the activity log will display an entry only after a reminder has been sent.

What happens if I disable this setting with active reminders? 

If there are any scheduled automatic reminders and the setting is disabled, any upcoming scheduled reminders will not be sent.

What happens if reminders are disabled, and then re-enabled? 

If you had any scheduled automatic reminders for your client relationships before disabling this setting, the reminder process will resume once it's re-enabled.

When are client relationships eligible for automatic reminders?

Reminders are sent when:

• Contact has been attempted, e-mail has been sent out to the UBO/Contact/Representative at least once.

• There are unfulfilled goals.

How do I remove a client from the list of automatic reminders? 

Currently, this setting is account-wide and cannot be handled on a client relationship basis.