How to Setup Email Reminders and Confirmation
Mariz Torres
58 steps
8 minutes
17Hats
Google Account
Google Docs
Fortunekookiefun
Stripe
Thinkific
Trello
1
Navigate to [https://admin.17hats.com/app/dashboard](https://admin.17hats.com/app/dashboard)
2
Click here.
3
Click "Email Settings"
4
Click "Reminders"
5
Click here.
6
Click "Edit"
7
Click this text field.
8
Click this text field.
9
Click here.
10
Type "Hi"
11
Click here.
12
Click this link.
13
Click "[contact] First name"
14
Type ", [[enter]] [[enter]]"
15
Click here.
16
Click this link.
17
Click "[invoice] Invoice outstanding amount"
18
Click this link.
19
Click "[account] Company name"
20
Type " on"
21
Click this link.
22
Click "[invoice] Invoice due date"
23
Type ". Kindly take a moment to review and pay it. [[enter]] [[enter]] [[enter]]"
24
Click this link.
25
Click "Chana"
26
Click here.
27
Click here.
28
Click "Save"
29
Click "Edit"
30
Click this text field.
31
Press [[ctrl]] + [[v]]
32
Click this text field.
33
Click "Monthly"
34
Click "Monthly"
35
Click this text field.
36
Type "12"
37
Click here.
38
Type "Hi"
39
Click this link.
40
Click "[contact] First name"
41
Type ", [[enter]] [[enter]]"
42
Click this link.
43
Click "[account] Company name"
44
Type " is now past the due date. Please take a moment to review and pay it. [[enter]] [[enter]] Thank you!"
45
Click "Save"
46
Click "Edit"
47
Click this text field.
48
Click here.
49
Type "Hi"
50
Click this link.
51
Click "[contact] First name"
52
Click this link.
53
Click "[account] Company name"
54
Type " is coming up on the due date. Please take a moment to review and pay it. [[enter]] [[enter]] Thank you!"
55
Click "Save"
56
Click "Confirmations"
57
Click the "Send an email to the Client after they submit a Questionnaire." field.
58
Click the "Send an email to the Client after they accept a Quote." field.
How to Setup Email Reminders and Confirmation
Mariz Torres
58 steps
8 minutes
17Hats
Google Account
Google Docs
Fortunekookiefun
Stripe
Thinkific
Trello
1
Navigate to [https://admin.17hats.com/app/dashboard](https://admin.17hats.com/app/dashboard)
2
Click here.
3
Click "Email Settings"
4
Click "Reminders"
5
Click here.
6
Click "Edit"
7
Click this text field.
8
Click this text field.
9
Click here.
10
Type "Hi"
11
Click here.
12
Click this link.
13
Click "[contact] First name"
14
Type ", [[enter]] [[enter]]"
15
Click here.
16
Click this link.
17
Click "[invoice] Invoice outstanding amount"
18
Click this link.
19
Click "[account] Company name"
20
Type " on"
21
Click this link.
22
Click "[invoice] Invoice due date"
23
Type ". Kindly take a moment to review and pay it. [[enter]] [[enter]] [[enter]]"
24
Click this link.
25
Click "Chana"
26
Click here.
27
Click here.
28
Click "Save"
29
Click "Edit"
30
Click this text field.
31
Press [[ctrl]] + [[v]]
32
Click this text field.
33
Click "Monthly"
34
Click "Monthly"
35
Click this text field.
36
Type "12"
37
Click here.
38
Type "Hi"
39
Click this link.
40
Click "[contact] First name"
41
Type ", [[enter]] [[enter]]"
42
Click this link.
43
Click "[account] Company name"
44
Type " is now past the due date. Please take a moment to review and pay it. [[enter]] [[enter]] Thank you!"
45
Click "Save"
46
Click "Edit"
47
Click this text field.
48
Click here.
49
Type "Hi"
50
Click this link.
51
Click "[contact] First name"
52
Click this link.
53
Click "[account] Company name"
54
Type " is coming up on the due date. Please take a moment to review and pay it. [[enter]] [[enter]] Thank you!"
55
Click "Save"
56
Click "Confirmations"
57
Click the "Send an email to the Client after they submit a Questionnaire." field.
58
Click the "Send an email to the Client after they accept a Quote." field.
