SMS — and WhatsApp where your gateway supports it
Reminders go out through the messaging gateway configured for the platform, to the mobile numbers on your team and on client contacts who opted in to reminders.
Client engagement
Reminders that reach people who do not read email
Send deadline and document reminders to staff and clients by SMS or WhatsApp through your own messaging gateway, in addition to email and in-app notifications.
What it does
Beyond the inbox
You choose who gets what
Decide per firm whether clients receive reminders, and which lead times are used.
Your wording
Edit the message templates for staff reminders, client reminders, document requests and expiries.
Every message logged
Each reminder is recorded with its channel and result, so you can show what was sent and when.
Monthly credits
Plans include a number of message credits per calendar month. Each delivered message uses one; when they run out, email and in-app reminders carry on.
Same engine as email
The schedule, escalation and no-duplicates guarantee are the same across channels.
How it works
Switching it on
Add the module
Included in Practice and Enterprise, or as an add-on.
Check mobile numbers
Make sure contacts and team members have mobile numbers.
Choose the rules
Pick lead times and whether clients are included.
Reminders go out
On the same schedule as email, logged per message.
Good to know
Questions about SMS & WhatsApp Reminders
The platform operator configures an HTTP messaging gateway. Until one is configured, SMS and WhatsApp messages are simulated and logged rather than delivered.
No. Messages are one-way notifications.
All modules
One client record, one calendar — add what you need
Practice CoreSARS Tax ComplianceCIPC & SecretarialLabour & Payroll ComplianceTender Readiness (B-BBEE & CSD)Construction (CIDB & NHBRC)Health Products (SAHPRA)Sector Licences PackGovernance & AML PackDocument Vault & OCRBank Statement IntelligenceTime, WIP & BillingClient Portal & Document RequestsSMS & WhatsApp Reminders
Try SMS & WhatsApp Reminders with your own clients.
Every trial includes all the modules in the plan you pick. No card required.