Will the system send a reminder to the client users who have not yet submitted their questionnaire?

Yes the system can send an automatic reminder email to a client:

How to set this up

You can find the settings for the reminders under settings - firm - reminders:

For a reminder to get send the following things need to be true for a given matter:

  • 'Set Meeting Date on matter?' = Yes
  • 'Send Reminder?' = Send
  • 'When to send?' = needs to be set to the number of days in advance of the meeting the reminder should go out

  • Meeting Date needs to be set on the matter

Customize the Reminder Email Template

It's possible to customize the email template of the reminder under "Email Templates" in firm settings:

NOTE: This template is static - and will get send as-is to every client user who needs to be reminded. So you can put in a generic message ("if you cannot make your appointment please reach out to us") but you cannot put in anything specific to any particular matter.

Still need help? Contact Us Contact Us