Edit Service Item - Service Reminders

Service Reminders are available in the Preferred edition of the Envision Cloud program. You can upgrade your account on the Account Subscription page.

Service reminders allow you to automatically send a reminder to the client that the service that was originally performed is due to be performed again. Set the number of days after the original sale is completed to send a reminder on this screen. Enabling automated service reminders and customizing the message text is done on the Service Reminders screen.

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Service Reminder Settings

Enter a number of days after the service is sold to send the reminder. You may enter a number in just the first reminder, just the first and second reminders, or in all three reminder fields. You may send email reminders, SMS text message reminders, or a combination of these.

SMS Text Messaging is available as an add-on to Envision Cloud. You can update your account on the Account Management Subscription Page.

Important Note: The program allows up to 300 characters in a text message. Any text messages over 150 characters will send as 2 messages. Using merge fields may change the character count.

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