Running the business
Automatic customer emails and unpaid invoice reminders
Turn on booking confirmations, day-before reminders, on my way, thank you and unpaid invoice reminder emails.
Turn emails on
Every automatic email is off until you turn it on. Texts are separate: once texting is connected, turn each one on under Settings, Texting, and only customers who agreed to texts get them.
- Step 1: Go to Settings and open Customer notifications.
- Step 2: Under Automatic emails, check the ones you want: Visit booked confirmation, Visit time changed, Reminder the day before, On my way, Thank you after a completed visit and Unpaid invoice reminders.
- Step 3: Add a Review link if you want the thank you email to ask for a review.
- Step 4: Tap Save customer notifications.
How they work
On my way goes out when someone on the team taps On my way on a visit. It carries a private live tracking link unless you turn Live tracking link off under Customer notifications.
Visit time changed goes out when you move a scheduled visit to a new start time, once for each move. If a visit moves to another day, the reminder goes out again the day before the new date.
Unpaid invoice reminders are friendly emails sent 3 days before an invoice is due, on the due date, and 1 and 3 weeks after it, until it is paid. Each invoice has a due date from its payment terms (Net 30 unless you change it).
Every email Relay sends shows in the customer's message history in Messages.
Do it in Relay
You may be asked to sign in first.