Reminders
You have written “just checking in” four times this month, each one friendlier than you feel.
Plans
In your agency’s name- Pro not included
- Agency included
If still waiting, every 2 working days
First reminder1 day before
Stop after5 reminders
set it once, stop writing the nudge
What It Does
A client who hasn’t answered gets a reminder from your agency’s name, and replies come to you. It is one email for the round, never one per post.
Each client has its own timing: when the first one goes, how often after that, and when to stop. A round still waiting also gets one on its due day, with “today” in the subject.
How It Works
1
Set It per Client
In Client Settings, under Approvals. First reminder 2 working days before the due date, 1 before, or on the day.
2
Say How Often
Every 1, 2, 3, 5, or 7 working days, stopping after 3 or 5 reminders.
3
Change Any One Round
Each round starts from those. Pause Reminders stops the schedule, and Remind Now still sends when you decide to.
Round 3With Sam Patel, due Fri 6 NovReminded twice
Pause RemindersRemind Now
Worth Knowing
Working daysMonday to Friday on your agency’s calendar, from 9 in the morning there, and never on the day you sent it.
When they stopAt the limit you set, or when nothing is left waiting. After five, a nudge from a person is worth more anyway.
On ProReminders come with the Agency plan. On Pro, the Approvals page still shows who you are waiting on.