About Scheduling and Renewal Reminders

Save time, book more jobs, and sell more service plans with NEW scheduling and renewal reminders. Here’s how they work:

  • Set automatic SMS or email reminders to notify customers when it’s time to renew their service plan or book their next service plan visit

  • Customize when your customers receive a reminder—days, weeks, or months before their service is due

  • By automatically prompting service plan customers to take action, you’ll schedule more work without putting in more time

Setting up a Scheduling Reminder

To set up a Scheduling Reminder, navigate to the Service Plan Dashboard and click the “gear” icon to access the Settings page.

Service Plans dashboard with Gear icon selected

Under the “Scheduling Reminders” section, click the + Reminder to add in a new reminder.

Service Plan Settings page with + REMINDER button selected

Next, choose the settings for your reminder:

Two dropdowns are shown, where one reads
  • Time before visit is due: Choose between 2 Months, 1 Month, 14 Days, 7 Days, 3 Days, or 1 Day before the next visit. “Days before” is calculated based on the first day of the month that the visit is due.

  • Delivery Method: Choose “SMS text message” or “email” delivery options.

  • Toggle: Move the toggle into the “ON” position to enable this reminder, or move it into the “OFF” position to pause the reminder.

  • Delete: Click the “X” button to delete a reminder.

Repeat the process above to create more reminders using the + Reminder button. Be sure to click “SAVE” at the bottom of the page to save your changes!

Setting up a Renewal Reminder

To set up a Renewal Reminder, navigate to the Service Plan Dashboard and click the “gear” icon to access the Settings page.

Under the “Renewal Reminders” section, click the + Reminder to add in a new reminder.

Next, choose the settings for your reminder:

  • Time before service plan ends: Choose between 60, 30, 14, 7, 3, or 1 days before the plan is scheduled to expire. “Days before” is calculated based on the end date of your plans.

  • Toggle: Move the toggle into the “ON” position to enable this reminder, or move it into the “OFF” position to pause the reminder.

  • Delete: Click the “X” button to delete a reminder.

Repeat the process above to create more reminders using the + Reminder button. Be sure to click “SAVE” at the bottom of the page to save your changes!

Send to customers with notifications off

Toggle this setting ON to ensure that all service plan customers who meet the rules for your Scheduling and Renewal Reminders receive these reminders – including those customers who have “notifications off” in their customer profile.

Toggle this setting OFF to only send Scheduling and Renewal Reminders to customers with “notifications on”.

Reminder Message Content

Scheduling Reminders sent via SMS will look like this:

Scheduling Reminders sent via Email will look like this:

Renewal Reminders sent via Email will look like this:

Note that, at this time, customization of the reminder message content is not available.

Service Plan Reminders FAQs

  1. Which of my customers will receive Service Plan reminders?

    1. Only customers with active Service Plans and an upcoming unscheduled visit will receive Scheduling Reminders, and only customers with active Service Plans that are due to expire soon will receive Renewal Reminders. Further, be sure to enable the option to send reminders to customers with “notifications off” to make sure your reminders are sent to everyone who needs them.

  2. Do reminders apply to all service plans?

    1. Yes, any active reminders will be sent to all active service plans that meet the requirements.

      1. Scheduling reminders will only send to customers for a visit that is not yet scheduled.

      2. Renewal reminders only send to customers for plans that have an end date. “Indefinite” plan customers do not receive renewal reminders.

  3. Can I set up multiple reminders?

    1. Yes! You can set up as many automated reminders that make sense to your organization.

    2. For instance, you may set up one scheduling reminder to be sent 1 month prior to the visit date, and then another to be sent 7 days prior to the visit date. This latter reminder will only be sent if the visit remains unscheduled after the first reminder.

  4. If I set up scheduling reminders, will my customers receive scheduling reminders for all of their service plan visits?

    1. As soon as you schedule a due service visit, your customer will stop receiving notifications to schedule that visit.

  5. If I set up renewal reminders, will all of my customers receive them?

    1. Renewal reminders will only be sent to your customers that have an active service plan that is due for renewal.

    2. If your customer renews their plan, or if they are scheduled to automatically renew with their stored payment information, renewal reminders will stop sending to the customer.

  6. Where do I go to see my unscheduled service visits?

    1. Go to the Service Plan Dashboard to see your upcoming unscheduled visits. For more details, navigate to the Unscheduled Visits table. From this table you can modify the “service date” to adjust when the due date of the visit, which impacts when the scheduling reminder gets sent out.

  7. Do these reminders go out in advance to other jobs with my service plans customers?

    1. No, only have an impact on those visits that are not scheduled jobs yet. These reminders also do not impact unscheduled “break-fix” jobs that are created as unscheduled jobs without a service plan visit attached.

    2. Once a job has been scheduled, you can use the email automation app to send reminders to your customer in advance of the start of the job.

Next Steps

Check out these articles to help with Service Plan Setup:

  1. Service Plans Starter Kit

  2. Service Plans FAQs

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