Payment Due Reminder

Last updated on Tuesday, 4 September, 2018 - 16:46

Emailing customers payment reminders can be one of the most time consuming admin tasks for your business. You can manage your Payment Reminder emails by going to Configuration > Scheduled Notifications:

  • Click Edit on your Payment Reminder scheduled notification
  • Update the amount of time in hours/days/weeks before the Event date that you want the balance settled by.
  • Edit the written content of the email notification that is sent to the customer. This is your chance to make it more personal to the customer and your business. You can use the available variables to do this such as {{client_name_first}}, {{booking_link}} and {{event_date}}.
  • Click Save.

TIP: set up a few payment reminder scheduled notifications to ensure customers know that they need to settle their balance. For example:

  • If there's a Balance Remaining, email is sent 60 Days before the event. The content of the email is a friendly reminder eg.  Hi {{client_name_first}}, We can't wait to see you on the {{event_date}}, just to let you know you can view, manage and pay any remaining balance for your booking at {{booking_link}}. Please let us know if you have any questions at all and we'll be happy to help.
  • If there's a Balance Remaining, email is sent 30 Days before the event. The content of the email is still friendly but let's them know that payment is due. eg. Hi {{client_name_first}}, We can't wait to see you on the {{event_date}}, as there is only a month left to go before we see you, your remaining balance is now due. You can view all of your booking details, and the remaining balance on your client portal here... {{booking_link}}. Please let us know if you have any questions at all and we'll be happy to help.
  • If there's still a Balance Remaining, email is sent 7 Days before the event. The content of the email might be more direct but still friendly eg. Dear {{client_name_first}}, We can't wait to see you on the {{event_date}}, and as there is only a week left to go your remaining balance is now due. Please pay your remaining balance for your booking at {{booking_link}}. Please let us know if you have any questions at all and we'll be happy to help.