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Calendars & Appointments

Client Review Reminder
Managing Your Calendar and Appointments Calendar Settings Calendar Settings Basic Details Calendar Business Hours Public Calendar Links Public Calendar Link Settings Public Calendar Invitee Questions Calendar Confirmation Email Appointment Reminders Client Review Reminder Appointment Follow-up Emails Calendar Connections Zoom Meetings Appointment Categories Appointment Templates Shared Public Calendars

Calendars & Appointments

Managing Your Calendar and Appointments Calendar Settings Calendar Settings Basic Details Calendar Business Hours Public Calendar Links Public Calendar Link Settings Public Calendar Invitee Questions Calendar Confirmation Email Appointment Reminders Client Review Reminder Appointment Follow-up Emails Calendar Connections Zoom Meetings Appointment Categories Appointment Templates Shared Public Calendars

Client Review Reminder

Client review reminders can be used to send automated reminders by email and text messages to contacts before the review due dates. The reminders can be sent to a contact.

  • Once a month before the client review due date.
  • 15 days before.
  • One week before.
  • Same day the review date is due.

To set up client review reminders follow these steps:

  1. Create email reminder templates from the email templates page and text message reminder templates from text message templates page.
  2. In any of the user calendar settings, click on Client Review Reminders to enable the reminders you want to send by email and/or text message 1 month, 15 days, 1 week, and/or on the review meeting due date.

You have to do the steps above only once. Now you can enable a client review reminder from the calendar that has client reminders set or from a client contact page. Please note that if a review meeting is booked with the contact, the review reminders will be automatically disabled for this client. Instead, the contact will receive the meeting reminders.

Important: Make sure to create the client review reminder in a calendar that has the reminders emails and text messages set and enabled.

If you need help, please send an email to support@leadcenter.ai

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.