Automated Intake Reminders
Let HeyIntake automatically remind clients to complete their intake forms.
How It Works
- Client receives intake form link
- System tracks if they've submitted
- After X days without submission, reminder sends
- Continues until they complete or you disable
Enabling Auto-Reminders
- Go to Settings
- Find Reminder Notifications toggle
- Enable for intake forms
- Auto-reminders activate
Reminder Schedule
Default behavior:
- First reminder: 3 days after sending
- Subsequent: Every few days
- Stops when intake is submitted
What Clients Receive
Reminder email includes:
- Friendly nudge to complete
- Link to the intake form
- Your business name
Customization Options
Depending on your plan:
- Adjust reminder frequency
- Customize reminder message (coming soon)
- Set maximum number of reminders
When to Use Auto-Reminders
Good for:
- High-volume client onboarding
- Standardized intake processes
- Reducing manual follow-up work
Not ideal for:
- VIP clients (personal touch better)
- Complex projects (call instead)
- Sensitive situations
Note: Clients can always reach out if they have questions about the intake form.