How to Schedule Automated Reminders

Easily schedule automated reminders from Administrator and Sponsor accounts.


Step 1: Navigate to your User Management page and click on the tab labeled Reminders


Create a Reminder Step 1

Step 2: Click the blue button labeled Create Reminder + to begin configuring your automated reminder



Step 3: Complete the General Information section



Step 4: Complete the Recipients section to choose who this reminder will be sent to



Step 5: Complete the Schedule section to choose the frequency & start date for this reminder



Step 6: Click the blue Save button