Clients
Send a client a reminder now
Admins & staff
Send a client one reminder about all their outstanding tasks, without waiting for the next scheduled one.
Where:SidebarClientsClient nameNudge
- Select Clients in the sidebar, then select the client.
- Select Nudge.
- In Send Reminder?, select Send Reminder.
- If it is outside your allowed sending hours, Hydi shows Outside Sending Hours. Tick the box to confirm, then select Send Anyway.
- Hydi confirms with a Reminder sent message.
Good to know
- The reminder covers all of the client's Active and Needs changes tasks, and goes out by the client's reminder method.
- Hydi will not send if your business email is not verified, the client has no outstanding tasks, or the client has unsubscribed or has an invalid email address.
- Hydi limits how often you can nudge the same client, so a second attempt soon after can be refused.
Related
- Choose how a client is remindedOverride your business default so a client gets reminders and other messages by email, SMS or both.
- See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.
- Send a task reminder nowRemind the client about one task now, without waiting for the next scheduled reminder.
- See the emails and texts a client receivesSee which messages Hydi sends to a client, when each one goes out and what it says.