Overview
Once you've sent an enrollment packet, families may need a reminder before they finish it. Reminder cadence isn't fixed. You can update the recurring schedule or add a one-time reminder for a specific date, all without leaving the Enrollment Review page.
This article and the video below walk users through adjusting reminder settings for an enrollment packet that's already been sent.
Adjusting the reminder schedule
Go to Enrollment → Review → "All Batches" tab.
Find the enrollment packet you want to update.
Click the bell icon. A modal opens showing your current reminder settings, including any recurring schedule already in place (for example, a reminder set for every Tuesday and Thursday).
To add a one time reminder for a specific date, enter your reminder message and select the date you want it sent.
Click Save. Your reminder schedule is now updated.
💡 Tip: You can reuse the same reminder message for a specific date reminder, or write a new one entirely.
A note on scheduling dates
Reminders run automatically each morning. Because of this, any date specific reminder needs to be set for a future date.
If you try to schedule a reminder for today, it won't go out. That day's reminder job has already run by the time you make the change. If you need a reminder sent right away, send one manually instead.
Sending a reminder manually
Go to the All Enrollments review grid.
Locate the family you want to remind.
Send the reminder directly from the grid.
This is the best option any time you need a reminder to go out today rather than waiting for the next scheduled run.