Client Task reminders

There is an option to schedule automatic reminders to send to your clients, reminding them to complete any outstanding Client Tasks. You can choose to have your clients reminded gently, urgently or customise based on your preference.

Gentle reminders: send seven days before the Client Task due date, on the Client Task due date, and then every day after a Client Task is overdue.

Urgent reminders: send every day.

Custom reminders: customise the frequency and select how often your clients will receive reminder emails.

 

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