Once you have engaged a client/prospect you do have the ability to enable/disable the periodic email reminders on that specific engagement prior to sending the engagement.

However, if you wish to disable/enable the reminders after the engagement has been sent, click on Engagements > All Engagements > Click on your clients engagement

Once the details panel is open on the right hand side you can then click on the customize button.

When you click on the enable button you can then click on the reminder tab. Here you'll be able to see the message that will be sent (which can be edited) as well as the frequency of the reminders (also can be edited)

Managing the reminders prior to sending an engagement to a client/prospect

When you're engaging a client/prospect, you have the ability to enable/disable the periodic reminder emails prior to the engagement being sent.  Once you've selected the template you'll be able to enable/disable the reminders


To customize the reminder interval/email click on the Customize email messages button.

To enable click on the enable button then click on the Periodic Reminder tab.


 

How to set up the email reminder on the template on a global level.

You can set up the reminder email on the template at a global level by going to Templates > My Templates > Click on your template > click on Customize > then, while in the template editor click on the envelope icon from the top navigation.

 Here is where you'll be able to not only set up your periodic email reminder for this template so that you do not have to customize it each time this template is used but also the new engagement email and the Thank You email as well.


Did this answer your question?