Reminders

Open My account in the top bar and select Reminders. Changing an option does not yet save settings.

Tick Remind my client before the session. Unticking it turns off all pre-session reminders; the other options are configured separately.

If several reminders are already due, only the one closest to the appointment is sent; earlier ones are skipped. For example, with reminders at 72, 24 and 1 hour, an appointment booked 20 hours ahead receives the 24-hour reminder at the next check and keeps the 1-hour reminder for later. The 72-hour reminder is skipped.

For each reminder, set How many hours ahead and How it is sent. Use different whole numbers from 1 to 168. The example shows 72, 24 and 1 hour ahead.

Choose Email, WhatsApp or Email and WhatsApp for each reminder. Without WhatsApp connected, only Email is available. Duplicate lead times, decimals or values outside the range prevent saving.

Click Add reminder to add another row, then adjust its lead time and channel. You can have up to 3 reminders per appointment; the button is disabled once there are 3.

Click Save when finished to keep the settings.

Click Remove reminder in the row you want to remove, then review the remaining rows. The button disappears when only 1 reminder remains.

Click Save to keep the change. To turn off all reminders, untick Remind my client before the session and save.

Check email for email delivery and phone with international prefix for WhatsApp. If WhatsApp fails and a valid email exists, email may be used as fallback.

In Schedule, open the appointment and check the assigned client and Remind this client before the session checkbox. Unticking it turns off every reminder for that appointment. No reminders are sent without an assigned client or for a cancelled appointment.

If you change and save the date or time, reminders are scheduled again for the new date, even if one was already sent.

Tick Also notify when I write the agenda for a session. This notifies the client when the agenda content is saved; it is separate from the reminders before the appointment.

Enable sending a form before each session. Form, hours and appointment types appear. This is configured separately from reminders. The client needs an email address in their record to receive it.

In Which form, select an available one. For a custom form, check it remains active. This option cannot be saved enabled without a form.

Enter from 1 to 168 hours. This is the form’s own setting and may differ from reminder hours. Check the value after saving.

Select the types that should receive the form. At least one is needed to save with this option enabled.

Enable or disable notifications when a client completes a tool, form or another listed activity. These go to the coach; they do not change client reminders.

Select Email me when my client writes in their Client Log. Clearing it does not delete messages or stop them writing.

In Group notifications (minutes), enter from 0 to 1440. The interval groups activity to reduce emails; 0 removes that wait. Out-of-range values are adjusted on saving.

In What your client sees when writing, enter up to 200 characters about your usual response. It appears in their Client Log; it does not send an automatic reply.

Select Show my availability hours and choose days, start and end times. The browser’s time zone is used on saving. It informs clients; it does not block writing outside these hours.

Click Save when finished and wait for confirmation. If an error appears, do not assume the changes were saved: read the message and correct the issue.

Close My account and return to Reminders. Check the boxes, number of reminders, each reminder’s lead time and channel, the form and availability hours. Saving confirms the settings, not reminder delivery.