Automated Reminders

Manage automatic reminder system for incomplete applications

Automated Reminder System

No Active Schedules

Create reminder schedules to enable automated reminders.

No Active Templates

Create reminder templates to enable automated emails.

All caught up!

No applicants need reminders at this time.

How it works: The system automatically identifies applicants with incomplete documents based on your reminder schedules. Reminders are sent at most once every 3 days to avoid spamming. Click "Send Reminders" to manually trigger the process.

Create Reminder Schedule
Set up automated reminders to be sent after a specific number of days
Active Schedules

No schedules configured yet

Create Email Template
Create customizable email templates for automated reminders. Use {{first_name}}, {{application_id}}, and {{missing_items}} as placeholders.
Email Templates

No templates created yet