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How do I create custom reminders for my service plans?
How do I create custom reminders for my service plans?

Send email and text reminders to all customers subscripted to a service plan when their subscription is up for renewal.

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Written by Chloe Duggan-Jones
Updated over a week ago

Send email and text reminders to all customers subscribed to a service plan when their subscription is up for renewal.

Click to view "Service Plans"

Payaca view Service Plans

Click "Customer Reminders"

Click "Create Customer Reminder"

Payaca Create Customer Reminder

Chose a name for your reminder

Select the reminder type - Email, SMS or Both.

Payaca Create Customer Reminder

Link the reminder to a Service Plan

Payaca Create Customer Reminder

Select the trigger for the reminder

Payaca Create Customer Reminder

Choose your message. You can customise the message by using the variables on the right-hand side

Payaca Create Customer Reminder

Click save to finish setting up the reminder

Payaca Create Customer Reminder
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