Reminder on Subscription
Last updated
Last updated
The Subscription Reminder feature in AgencyHandy automates notifications for subscription renewals, missed payments, or failed transactions, ensuring uninterrupted client services and timely communication.
This feature allows agencies to create, edit, and manage subscription reminders for clients, helping automate payment notifications and renewal updates.
Ensure clients are reminded of subscription renewals.
Avoid disruptions in service due to missed payments.
Automate communication for recurring subscriptions.
An active subscription with a payment schedule set.
Administrative access to configure and edit subscription reminders.
Log In to Your Account:
Access your AgencyHandy account using your credentials.
Access Subscription Settings:
From the left column, click on the Subscription button.
You’ll see the list of all active subscriptions.
Select Specific Subscription:
Find the subscription for which you want to add or edit reminders.
Click the down arrow on the right corner of the subscription row to view the default reminder settings.
Edit Reminders:
Click the Edit button.
A modal page will pop up, displaying reminder configurations.
Choose Reminder Type:
Select one of the two reminder types:
Sequenced Reminder: Set up a sequence of reminders based on templates.
Don’t Send Reminder: Disable reminders for this subscription.
Set Reminder Details:
Use the dropdown menus to:
Select a template (e.g., "Upcoming Subscription Renewal Reminder").
Define the reminder date (e.g., 7 days before or after the next payment date).
Specify the reminder interval (e.g., days before renewal).
Add Additional Reminders:
Click the + Add Another Reminder button to add multiple reminder sequences.
Delete Existing Reminders:
Use the Delete button next to a reminder to remove it.
Save and Apply:
Once all changes are made, click Update to apply & save the updates.
