Customising / editing reminder schedules
You can either add to / edit the existing ‘Default Reminder Schedule’, using either the plus icon or by clicking on an individual reminder schedule button and clicking Settings in the modal.
You can also create entirely new reminder schedules by clicking Add custom reminder schedule. You will be asked to give this a name (eg. Bad Payers), it will then create a mirror image of the Default Reminder Schedule which you can then edit as you please.
Assigning clients to particular reminder schedules
Fluidly allows you to use these custom reminder schedules to chase different debtors in different ways. Users can assign debtors to one of the various chasing schedules by accessing their individual Customer record page, and scrolling to the bottom of the page where you an then find a dropdown menu detailing the different options.
A reminder that this will automatically be set to the default schedule when reminders are first turned on, and that other schedules will first need to be created (see above) in order for these options to appear.
Users can also view which reminder schedule a particular customer has been assigned to by clicking the 'Customers' tab and reviewing Schedule column in the table which appears on this page.
Determining who reminder emails are sent to
By accessing a particular Customer page, users can determine who reminder emails are sent to.
Clicking the star to the left of a contact will allow users to toggle on / off - full stars indicate that a contact will receive automated reminder emails, whilst blank starts indicate the opposite.
Sender address the reminder emails and statements
You can adjust your settings to ensure that email reminders are sent from the email address that you would like them to. They will need to come from an existing Fluidly user within your organisation, and this can be amended within the Reminders > Settings section. More information on adding users can be found here.
Viewing email correspondence
You can view both send and planned email reminders in the Sent and upcoming section of the Reminders. You can amend the timeframe using the dropdown menu in the top right of the table.
Fluidly will recognise when two or more reminders are due to be sent to a debtor, and will combine these into one single email.