Sending manual reminders
Send a reminder whenever you need to, with just one click.
3 min read
Sending a manual reminder
Sometimes you want to send a reminder right now, rather than waiting for automatic ones.
How to send
- Go to Clients
- Find the client
- Click the Send Reminder button (envelope icon)
- Preview the message
- Click Send
The reminder is sent immediately to the client's email.
When to use manual reminders
Manual reminders are useful when:
- You're not using automatic reminders
- You want to send an extra reminder outside the normal sequence
- A client has asked for a reminder
- You're following up on a conversation
Customising the message
Before sending, you can:
- Preview what the client will see
- Edit the message (Pro feature)
Tracking sent reminders
All reminders are logged in the client's profile under "Reminder History". You can see when each was sent and whether it was delivered.
Related: Viewing reminder history
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