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Worksheet Reminders

When assigning a Worksheet, you can set a due date and time with multiple Reminders. Reminders put your client one click away from hopping into their account with the worksheet loaded front-and-center, ready to be worked on.
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Set these Reminders to be sent to you and or your client via email or SMS text message (see more on how to enable text reminders).

Already-Completed Items

Has your client already completed the worksheet?  Not to worry: Reminders will NOT be sent for a worksheet that has already been marked complete.

And, what if your client didn't complete the Worksheet when they were first notified, or any of the times they were reminded? Once a worksheet becomes late, the system can send both you and your client a Notification letting you both know.

Reminders After the Due Date

If you'd like a reminder to go out after the Worksheet was due, you can set a reminder for a negative number. For example: if you want a reminder to go out 1 day after the Worksheet was due, set a reminder for -1 days before (which means 1 day after).

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