Automated reminder cadence set by client
Grace Lewis
Merged in a post:
✉️Custom send dates for client reminders✉️
T
Torie Brabander
My clients are busier at different times of the week. It would be so helpful if I could customize when each client would get their reminder emails to answer questions. My clients would use the portal more if I could make it more convenient for them
Grace Lewis
Merged in a post:
Email Reminders
K
Kaden Edwards
Another vote for being able to setup email reminders that are client specific
Ryan Le Roux
updated the status to
open
M
Michelle Huss
Ben Stein This has been under review since 2022. We have 350+ clients and require a cadence by client option to more appropriately manage client communications. Any ETA on when this might be rolled out? Thanks in advance!
B
Bob Bridges
Please add my vote to this as well. This is a much needed feature. I moved from UNCAT to Keeper and this was one of the features that we really liked from UNCAT.
S
Sue Smart
Yes! This is a great idea!
S
Shana Murraywolf
Merged in a post:
Unique Recurring Emails Dates
T
Trevonna Parker
I suggest we have the ability to set a unique weekly reminder time for each client.
H
Heidi Hartley
I need this too!
S
Shana Murraywolf
Merged in a post:
Client Portal Frequency Reminders
L
Lucy Moore
I'd like to change the frequency of reminders for specific clients. Some do best with multiple weekly reminders while others do well with monthly.
S
Shana Murraywolf
Merged in a post:
Set Reminder Frequency by Client
T
Taylor Vanderburgh
Some clients need daily or twice a week reminder emails sent. Good clients only need their reminder emails sent once a week :)
Right now the frequency we choose at the Practice level affects all clients.
Load More
→