Setting up reminder automation
Let us handle reminders automatically (Pro feature).
3 min read
Automatic reminder setup
Pro users can set up automatic reminders that send without manual effort.
How to enable
- Go to Settings → Reminders
- Toggle Automatic Reminders on
- Configure your preferences:
- Send pre-due date reminders
- Send due date reminders
- Follow up on overdue payments
- Stop when payment is received
- Which reminder stages to use
- Timing preferences
- Default message templates
What gets automated
When enabled, we automatically:
Customising automation
Choose which stages to send:
You can enable all or just some stages.
Override for specific clients
Even with automation on, you can:
Free plan users
Automatic reminder sequences are a Pro feature. Free users can send manual reminders anytime.
Related: How automatic reminders work
Was this article helpful?