# Reminder on Subscription

The Subscription Reminder feature in AgencyHandy automates notifications for subscription renewals, missed payments, or failed transactions, ensuring uninterrupted client services and timely communication.

### **What:**

This feature allows agencies to create, edit, and manage subscription reminders for clients, helping automate payment notifications and renewal updates.

### **Purpose:**

* Ensure clients are reminded of subscription renewals.
* Avoid disruptions in service due to missed payments.
* Automate communication for recurring subscriptions.

### **Pre-conditions:**

* An active subscription with a payment schedule set.
* Administrative access to configure and edit subscription reminders.

***

### **Steps to Use:**

1. **Log In to Your Account:**
   * Access your AgencyHandy account using your credentials.
2. **Access Subscription Settings:**
   * From the left column, click on the **Subscription** button.
   * You’ll see the list of all active subscriptions.
3. **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.

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F6wabWnMkkJUYYK4V5OT1%2FScreenshot_75.png?alt=media&#x26;token=421f4573-1d2d-43c5-aa9b-b0c298c3fd53" alt=""><figcaption></figcaption></figure>
4. **Edit Reminders:**

   * Click the **Edit** button.
   * A modal page will pop up, displaying reminder configurations.

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FqTEHBjcRbyU5rYCefmGP%2FScreenshot_76.png?alt=media&#x26;token=8c8b5ca2-088c-41a0-978a-ac8b6c738cb1" alt=""><figcaption></figcaption></figure>
5. **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.
6. **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).
7. **Add Additional Reminders:**
   * Click the **+ Add Another Reminder** button to add multiple reminder sequences.
8. **Delete Existing Reminders:**
   * Use the **Delete** button next to a reminder to remove it.
9. **Save and Apply:**

   * Once all changes are made, click **Update** to apply & save the updates.

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FGNggQOd5BUqhJCg6s20V%2FScreenshot_77.png?alt=media&#x26;token=64d1fd18-5040-4ac9-839a-f31ba539e521" alt=""><figcaption></figcaption></figure>
