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Forms and packets reminders

Send automated reminders to clients with unfinished forms

Written by Kit Woodin
Updated this week

You can set up automatic gentle reminders via email if clients haven't filled out their forms yet.

  1. In Settings, go to Client reminders.

  2. Under Form reminders, choose the reminder frequency:

    • Smart schedule: Reminds the client to fill out their forms 7 days, 3 days, 24 hours, and 4 hours before their next scheduled session, plus weekly reminders if the forms remain incomplete.

    • If not completed: Sends a reminder at your set interval (daily, weekly, or monthly) until forms are complete.

    • Before session: Sends one reminder at your set time period before their next scheduled session (1 hour, 24 hours, 48 hours, 1 week) until forms are complete.

    • After each session: Sends one reminder at your set time period after each session (immediately, 24 hours, 48 hours, 1 week) until forms are complete.

  3. You can set up multiple frequencies of reminder.

  4. When you're finished, click Save.

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