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.

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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.

   
4. Edit Reminders:

   • Click the Edit button.

   • A modal page will pop up, displaying reminder configurations.

   
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.