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Review and Manage Scheduled Reminder Emails

Review and manage scheduled reminder emails before they are sent. When enabled, you can view all upcoming reminder emails and choose to send them immediately or cancel them as needed.

Only admins with the required permissions can view and manage scheduled reminder emails.

Let's get started 🚀

Step 1: Log in to your agent dashboard and click More > Global Settings, as shown in the screenshot below.

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Step 2: Click the Agency Details tab from the available tabs.

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Step 3: Click the Communication Settings option to expand its details.

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Step 4: Check the Show scheduled reminder emails checkbox. The settings will be saved automatically.

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Step 5: An arrow icon labeled “Reminder Emails” appears in the top corner of the screen; click it to check all scheduled emails.

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Send a Scheduled Email

Step 6: Click the Send Now button for the email you want to send.

Step 7: Click the Yes button to confirm.

Cancel a Scheduled Email

Step 8: Click the Cancel button for the email you want to cancel.



Step 9: Click the Yes button to confirm.