You can set up automatic gentle reminders via email if clients haven't filled out their forms yet.
In Settings, go to Client reminders.
Under Form reminders, choose the reminder frequency:
Smart schedule: Reminds the client to fill out their forms 7 days, 3 days, 24 hours, and 4 hours before their next scheduled session, plus weekly reminders if the forms remain incomplete.
If not completed: Sends a reminder at your set interval (daily, weekly, or monthly) until forms are complete.
Before session: Sends one reminder at your set time period before their next scheduled session (1 hour, 24 hours, 48 hours, 1 week) until forms are complete.
After each session: Sends one reminder at your set time period after each session (immediately, 24 hours, 48 hours, 1 week) until forms are complete.
You can set up multiple frequencies of reminder.
When you're finished, click Save.
