Work Settings

Client Reminders

Reminders are used to help your Clients keep track of when you have scheduled Visits for them.
There are 2 types of Client reminders:
 
 
Reminders can be sent manually, or automatically.
To set up automatic reminders go into your Settings Gear > Settings > Client Reminders
 

Client reminder settings

On the Client reminder settings page, there are 4 options:  

  • Status: Turn this automatic reminder schedule On or Off 
  • Send Via: Email or SMS
  • Remind Client: Set the schedule for when Client reminders will send out
  • At this Time (Optional): Set a specific time of day that Client reminders will send out

 

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Sending manual Client reminders

To send a manual email client reminder, click on an incomplete Visit in the Assigned Visits section of a Job page. In this popup, click on Send Client Reminder in the Actions drop down. 

Note: Sending a manual reminder will not override scheduled automatic reminders. A manually sent reminder will be sent in addition to the scheduled automatic reminders


Customizing Email Client reminders

To see what your Client email reminders look like, scroll to the bottom of the Client reminders page (Settings Gear > Settings > Client Reminders):

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To change the email templates, follow the Email Options link above the sample email. The SMS template message is unable to be changed or edited. 

Disabling Reminders for Clients

Email Client reminders are turned on by default for every Client. 

To disable reminders for any individual Client, go to their page and switch the Client Receives Automatic Reminders to NO.

 

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Confirmation Links

If you include a Confirmation Link in your reminder message, your Clients will have an opportunity to confirm your Visit.

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Confirmed tasks will appear within Jobber and on mobile with the text Client has confirmed the appointment

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