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.

  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.

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