Intake Reminder Automations
Automatically remind clients who haven't completed their intake.
How Automated Reminders Work
When enabled:
- Client receives intake link
- If not completed within X days, reminder sends automatically
- Continues until completed or disabled
Enabling Reminders
- Go to Settings
- Find Notifications section
- Enable Intake Reminders
- Configure timing (e.g., every 3 days)
Reminder Timing Options
What Reminders Include
Automated reminder emails contain:
- Friendly reminder message
- Link to complete the intake
- Your business name/branding
Manual vs Automatic
When to Disable
Turn off auto-reminders if:
- You prefer manual follow-up
- The project timeline changed
- Client communicated delay
Complementing Automation
Even with automation, consider:
- Personal check-in after 2 reminders
- Phone call if still incomplete
- Adjusting intake form if many incomplete
Note: Clients can complete the intake at any time to stop reminders automatically.