What this does: Gatheroo can automatically send reminder emails (and SMS, on Medium and above plans) to clients who haven’t completed their request. Reminders are set per request and run on a schedule you define – for example, every 3 days until the due date, then stop. You can also set rules to stop reminders after a certain date or number of sends, so you’re not pestering clients indefinitely.

Setting up reminders on a request

  1. Open or create a request.
  2. Go to Request Settings → Notifications & Reminders.
  3. Turn on Automated Reminders.
  4. Set the type of reminders you would like clients to receive – a reminder before the due date, a reminder on the day it’s due, and periodic reminders after the due date – for example, every 3 days.
  5. Set a Stop Sending After rule – either a specific date or after a set number of reminders.
  6. Save the request settings.

Stopping reminders on an overdue request

If a due date has passed and you want to stop sending reminders for a specific request:

  1. Open the request.
  2. Go to Request Settings → Notifications & Reminders.
  3. Toggle Automated Reminders off, or change the Stop Sending After date to today.
  4. Save.

Global reminder defaults

You can set default reminder behaviour for all new requests in My Account → Automated Reminders. Any changes here apply to new requests going forward — they don’t update existing requests.

SMS reminders

SMS reminders are available on Medium and above plans and require SMS credits. See SMS Credits and SMS Reminders for setup details.