You can send up to two payment reminders to your clients to pay the remainder of their session balance. The default is that the system will email them 7 days before the session date and then also 3 days before the session date. If you would like to adjust those parameters please follow these steps.
- From the main menu click on Booking » Preferences.
- Scroll down to the Client Payment Reminder Schedule section.
- Set the 1st Reminder and 2nd Reminder to your desired option. Payment Reminder emails can be sent up to 45 days before the session.
- Choose Do Not Send a Payment Reminder if you don't want any email reminders to be sent.
- Choose Send on Session Date if you would like the email to be sent on the same day as the session.
- Click Save Preferences.