Overview
Sometimes you don't want to wait for the next scheduled reminder — a filing deadline is close, or a client just asked what they owe you. On-demand reminders let you send an overdue-task reminder to a specific company right now, with one click from the company's page. It uses the exact same email, sender, and settings as your automatic reminders.
Key Benefits
Perfect timing. Nudge a client right after a phone call or ahead of a deadline instead of waiting for the next scheduled run.
No surprises. The email looks identical to your automatic reminders — same sender, same recipients, same template.
One clean history. Manual sends appear in the same send log as automatic ones, so your team sees the full picture.
How To
Open the company page for the client you want to remind.
Confirm the company has overdue tasks. The manual send option is available when overdue tasks exist.
Click Send Reminder.
That's it — the reminder is delivered using your configured sender and recipients, and the send is recorded in your reminder history. Sending a manual reminder also resets that client's reminder clock, so they won't get another automatic reminder until your normal cadence comes back around.