Automatic Client Reminders

The ability to set automatic client reminders is a huge time saving feature.  Clients can often forget to view or approve their design, so having the software automatically remind them keeps the process moving along more quickly.

Client reminders can be one time or can be set as recurring.  This way, you don't have to keep track of who to follow up with and can instead let the software send reminders until your client takes the next appropriate action.

First step - Turn on Client Notification Settings.  This can be selected on the Settings page for each individual album (image just below) or can be selected as a global account setting under 'Settings > Communications.  This gives us your permission to send automated notifications and reminders on your behalf as well as provides a field (after selection) for you to enter the client's email address.

Once Client Notification Settings are selected, you'll see the notification and reminder options.  You may select one or all at any time:

Notify client of comments = notifies your client that you've posted new comments on their album (most likely in response to comments they have left for you previously).

Enable proofing reminder = This notification will remind your client to view their album, if they have not yet done so.

Enable approval reminder = This notification will remind your client of the need to approve their design, if they've viewed their album presentation but haven't yet approved it.
When setting recurring reminders, you have the ability to select how many days after you initially send their presentation link to begin sending reminders - 1, 2, 3, 5, 7, 10, or 15 days.  Then, you can select how often to remind - never, every 2 days, every 5 days, weekly, or every 2 weeks - as well as when to end the reminders, after 1, 2, or 3 times.  It is important to think through how your client will receive the recurring reminders and err on the side of caution if you think too many or too often would create a bad customer experience.  
NOTE: If your client has posted comments for revisions to be made on their album, this action will suspend the approval reminder until you post a comment back to your client.  The idea here is that your client will be waiting on you to post revisions on their album, so the next action is yours to take and they should not be reminded to approve their album while waiting for revisions to be made.  To reengage the approve reminder, simply post a comment back to your client letting them know that changes have been updated and the system will automatically restart the approval reminder from that point in the process.