This guide walks you through how to document reminders in Workshop Software. Follow the steps below to complete this task.
This guide will show you how to send out document reminders for customers that may not have emails or use text messages as often.
1. Any customers that you would like to receive document reminders you will need to change in their profile – preferred method of contact to ‘Document‘
2. Once you are ready to send out the document reminders (note these are not automatic) head to ‘Actions‘ – ‘Send reminders‘:
3. When you click on ‘Send Reminders‘ a box will pop up prompting you to send them. Click on ‘Document‘:
4. Select the dates for when you would like the document reminders to print from:
5. Press the ‘send‘ button – this will not send the documents, it will give you PDF files so that you are able to print them and send them in the mail.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
Frequently Asked Questions
Do I need a specific subscription level for this feature?
Some features in Workshop Software are available on specific subscription plans. If you do not see the option described above, check your current plan or contact the Workshop Software team.