Email reminders cadence by client
under review
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
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.
S
Shana Murraywolf
Merged in a post:
Change automatic reminder dates- per client
C
Candice Whitley
The automatic reminders for the client portal are great but I wish I could set the date differently for each client. I have some clients that I need it to send out on Monday, some on Tuesday, etc. some it would be great if I could change that dates per client !
R
Renae Leahy
This would be so helpful. I have assigned days for working on each client but feel a big push on the day before reminders go out to double check each client to make sure all questions are up to date. It throws off my workflows. I guess one option is to just stop the reminders all together.
K
Karen Bertrand
Renae Leahy: EXACTLY my issue!!! By the time the global email goes out, the client I worked on 4 days ago may have already submitted what I need and so the request is outdated at best, confusing at worst.
B
Ben Stein
under review