Service Reminders are available in the Preferred & Ultimate editions of the Envision Cloud program. To upgrade, please contact our Sales Team at 800.231.9445 or firstname.lastname@example.org.
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.
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.