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Automation: Fixed Rate Expiry (90 Days Reminder)
Updated over 5 months ago

This automation allows you to send an email to notify your clients that their Fixed Rate is due to come to an end, whilst also notifying members of your team to follow up and book an appointment.


Here is the PDF instructions on how to import the 'Automation: Fixed Rate Expiry โ€“ 90 days reminder' automation into your account: Automations-Fixed-rate-expiry.pdf

If you are ready to import the automation, you can use this link: https://tplshare.com/sLzvT8w

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