Viewing reminder history
Track every reminder in your client's profile.
3 min read
Finding reminder history
Every reminder sent is logged so you can see what's been communicated.
Viewing for a specific client
- Go to Clients
- Click on the client's name
- Scroll to "Reminder History"
You'll see:
- Date and time sent
- Type of reminder
- Delivery status
Understanding status
- Sent - Reminder was sent successfully
- Delivered - Email reached the client's inbox
- Opened - Client opened the email
- Bounced - Email couldn't be delivered
Why track reminder history?
- Know exactly what clients have received
- Avoid sending duplicate reminders
- Troubleshoot if a client says they didn't get it
- Keep records for your reference
Viewing all recent reminders
For a quick overview of all reminders sent:
- Check your Dashboard "Recent Activity" section
- Or go to Reminders in the sidebar
Related: Why some reminders show as bounced
Was this article helpful?