Automatic reminders to clients

BMS can remind clients about open requests for you. You choose the reminders when you send each request, and the time of day they go out for the whole firm.

Choose the reminders on a request

In the second step of Send Client Request, choose one:

Choice	When reminders go
No reminders	Never.
Gentle reminders	Seven days before a task is due, on the due date, then every day it is overdue. Needs a due date on the tasks.
Urgent reminders	Every day.
Custom reminders	Every chosen number of days, from 1 to 90.

Edit Reminder Email changes the reminder’s subject and text.

Note

Reminders stop after the fifth, or once every client task is complete, and never go more than once a day or on the day the request was sent. Resending a request starts the count again.

Choose when they are sent

1. Go to Settings > BMS for Clients > Auto-Sending.

2. Choose Send at (the hour) and Time zone. The default is 8:00 AM.

   

   Auto-Sending applies to every scheduled request and reminder at your firm.

3. Press Save.

Tip

Prefer to check each reminder before it goes? Turn on Unanswered client requests in Reminder drafts: reminders then arrive in your Drafts instead of being sent.