Help Center

• We released an important feature to assist advisors when scheduling their regular reviews with clients. Since these meetings are required at least annually, this will help advisors stay compliant with the firm internal procedures and regulatory safe harbor rules while reducing the time and effort to do so.

• You can now set up automated reminders for client reviews by email and SMS. These reminders can be sent 1 month before the due date, 15 days before, 1 week before, and on the review due date. This will save you the time and effort of manually following up with clients. It will also create the SMS and Email logs that you have communicated with the clients to schedule the mandatory periodic meetings with the advisor.

• You can also include the advisor's Bookmytime.ai calendar link in the reminder email or SMS, allowing clients to book their appointments directly in the advisor's calendar.

• If an appointment is set with the client, the system will stop sending the review reminders.

• Below are the steps to set up client review reminders:

  1. Create email reminder templates from the email templates page and SMS reminder templates from the SMS templates page.
  2. Enable the reminders in any user calendar (Note: Review Reminders can be set up on any calendar. It is not restricted to Advisors' calendars).
  3. From the calendar or contact page, create a client review reminder.
     
     • From calendar page click on Create button, then click Client Review Reminder
     
     • In Contact Details page. In Overview page, scroll down until you see the box titled Client Review Reminder. Click Add Reminder button
     
     • In the Create Review Reminder page, select a due date in the future, recurrence type, and click Save button.
  4. The enabled reminders will be triggered automatically.
  5. If a meeting is booked with the client, the review reminders will be automatically disabled for this client. Instead, the contact will receive the meeting reminders.

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai. You can also book a demo at https://bookmytime.ai/steve/30-mins