What this feature does
Reminder emails let you add an automated follow-up schedule as part of the existing Client Portal request flow.
You can use this feature to:
schedule reminder emails from within the request
apply a standard reminder template
reduce manual follow-up
keep reminder messaging consistent across brokers and request types
Set up reminder emails
Step 1: Open the Client Portal request
Open the relevant Client Portal request in Opportunities.
Go to Basic settings & reminders.
Step 2: Set the request expiry date
In Expiry date, select the date when the Client Portal link will expire.
Step 3: Turn on automatic reminder emails
In Automatic reminder emails, switch the toggle on.
Click Configure reminders.
A date selection window will appear.
Step 4: Select the reminder dates
In the reminder calendar, select the dates when reminder emails should be sent.
Click Next.
When selecting reminder dates:
reminders cannot be scheduled after the request expiry date
reminders are only sent when the request status is Sent (Not Opened) or Client In Progress
a maximum of five reminders can be scheduled
the selected template will be used for all reminder emails in the schedule
Step 5: Select a reminder template
The Select a reminder template window will open.
The template preview shows the email content that will be sent to the client.
Choose the appropriate reminder template.
Click Choose.
Step 6: Review the saved reminder schedule
After saving, the selected reminder template and scheduled dates will display in Automatic reminder emails.
Review the reminder details before sending the request.
What happens next
After the request is sent:
reminder emails send automatically on the scheduled dates
reminders stop when the client completes the request
reminders stop when the request expires
reminders only send while the request remains active and incomplete.
What if I want to create my own reminder template?
Reminder templates can be created in the Admin app.
Need help?
If you need help setting up reminder emails for Client Portal requests, contact your Partnership Manager or email [email protected]