Customising reminder messages

Custom message templates

Pro users can customise what reminders say to match their personal style and tone.

Accessing templates

• Go to Settings → Templates
• You'll see templates for each reminder stage
• Click to edit any template

What you can customise

• Subject line
• Greeting
• Main message body
• Sign-off
• Call-to-action button text

Using variables

Make messages personal with automatic fill-ins:

• {client_name} - Client's name
• {amount} - Amount due
• {due_date} - Payment due date
• {business_name} - Your business name
• {payment_link} - Link to pay

Example:
"Hi {clientname}, just a reminder that your {amount} payment is due on {duedate}."

Resetting to default

Made a mess of your template? Click "Reset to Default" to restore the original wording.

Free plan users

On the free plan, reminders use our professional default templates. These work great for most situations.

Related: Template variables explained