Send a visit reminder to a customer

You can let a customer know about an upcoming visit by sending a reminder from the visit's details on the Scheduling page. Open the visit and use Send reminder next to a contact; it goes to that contact by email or text, depending on how they're set to be notified.

Reminders can also go out automatically as part of scheduled outreach, and the visit keeps track of whether one has already been sent so you don't double up. Sending one yourself is a manual nudge on top of any automated reminders: it delivers a single reminder on each channel the contact is set up for and then stops, leaving your scheduled reminders to run as normal.

It's most useful when the visit is further out than your first scheduled reminder and you want to tell the customer now. Changing your reminder schedule in Settings never re-dates a reminder you sent by hand.

Where to find it: Scheduling page, open a visit's details, then Send reminder next to a contact

Related guides

• Set a visit's arrival window

• Add work orders (visit types) and contacts with reminders to a visit

• Create a new visit

• Deleting a scheduled visit is permanent

• Draft visits and releasing them to the team