# 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.

   <figure><img src="/files/VSqy1PVYA7PS8DnGzwgC" alt=""><figcaption></figcaption></figure>
4. **Edit Reminders:**

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

   <figure><img src="/files/XErpQytL74XDuO40EM4E" 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="/files/JN3M7zLXCG2DgPAxYylA" alt=""><figcaption></figcaption></figure>


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