How do I set up monthly update reminders for my clients?
Posted by
Support Team
on
September 10, 2020
— Updated on
September 10, 2020
If you would like to receive updates from your clients more often, you can set up a reminder to be sent to them every 30 days.
Here’s how to set up your monthly reminders, starting from the Account tab of your Dashboard. Step-by-step instructions are below:
Step-by-Step Guide:
Step 1: Scroll down and click the “Send monthly email to request updates from clients” check box.
Step 2: Save your Changes
Now your clients will receive the following email requesting some updates for you to review:
