Automated reminders
Item-specific reminders name exactly what is missing. They stop automatically when items are completed. Your dashboard shows who needs attention so you never have to check manually.
You check each client's progress, draft individual follow-up emails, and track who responded. For 10 active onboardings, that is 2 to 3 hours of admin work per week.
A message saying 'please complete your onboarding' does not tell the client what to do. They open the form, do not know what is missing, and close it again.
Without a dashboard, you rely on memory or spreadsheets to track who completed what. Clients fall through the cracks and onboarding stalls for weeks.
If reminders are not tied to completion status, clients receive follow-ups for items they already submitted. It feels careless and damages the relationship.
Choose when reminders start and how often they repeat. Set different intervals for different urgency levels: every 2 days for time-sensitive items, weekly for everything else.
Instead of 'please complete your onboarding,' clients receive 'You still need to upload your business license and sign the service agreement.' Specific and actionable.
Each reminder is tied to item completion status. When the client uploads their business license, they stop receiving reminders about it immediately.
See all active onboardings in one view. Filter by status, overdue items, and last activity. Know exactly who to follow up with and what they are missing.
Set reminders to send every 1, 2, 3, 5, or 7 days. Choose different intervals for different templates based on urgency and client expectations.
Reminders reference specific items by name. A client who uploaded 3 of 5 documents only gets reminded about the 2 they missed, not the entire onboarding.
Reminders use your branding: your logo, your colors, your sender name. Clients see a message from you, not from a third-party tool.
Reminders respect the client's timezone. No emails at 3 AM. Set quiet hours to keep reminders within business hours.
See every reminder that was sent, when it was sent, and whether the client opened it. Understand engagement patterns and adjust intervals accordingly.
| Feature | Portico | Content Snare | Clustdoc | Dubsado | HoneyBook | OnboardMap |
|---|---|---|---|---|---|---|
| Item-specific reminders | ||||||
| Auto-stop on completion | Manual | |||||
| Configurable intervals | Pro plan | Premier plan | Essentials plan | Basic | ||
| Branded reminder emails | ||||||
| Timezone-aware delivery | ||||||
| Reminder engagement tracking |
Automated reminders that name what is missing and stop when it is done.
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