How To: Set up and Configure Contract Reminders
Edited
This guide shows you how to automate contract reminders and notify customers about contracts that require their signature.
1. Click Settings > Contracts > "General"
2. Toggle Contract Reminders On
3. Select your Schedule
You have four options:
Basic
Lenient
Persistent
Custom
We will set up a custom schedule by clicking "Select" under Custom.
4. Configure your Custom Schedule
You can email the customer up to X times, spaced over X days.
To maintain a consistent schedule, click "Continue reminders" to automatically repeat the emails every X days following the last action set above.
5. Click "Save"
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