Setting Up Reminder Emails

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You can send (but not edit) automated reminder emails up to seven days before a time that you have people scheduled for.

To set up a reminder email, click on a date and time within a plan.

Click on a date/time.

The teams assigned to the plan are checked.

Set reminders for each Team.

Use the drop-down next to each of the assigned teams to select a date for the reminder email. If you don't want to send a reminder email to an assigned team, select No Reminder.

Click Accept to save your changes.

Any reminders that are being sent on the same day will be condensed into one reminder notification. That way, if you have an individual assigned to more than one team, they won't receive a separate notification for each team they are on.

 Reminders will be sent from the Replies To person that has been designated in the Team Settings.

Replies To Settings

Reminders will be sent to all unconfirmed or confirmed people scheduled in that plan. Even if the notification email has not been sent out, the reminder will still be sent. Reminder emails can't be edited.

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