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"
Click "Customer Reminders"
Click "Create Customer Reminder"
Chose a name for your reminder
Select the reminder type - Email, SMS or Both.
Link the reminder to a Service Plan
Select the trigger for the reminder
Choose your message. You can customise the message by using the variables on the right-hand side
Click save to finish setting up the reminder