Set up a reminder once and it reaches the client on time.
Send e-mail, push and panel notifications to clients from your Platform panel. Send now, schedule for a later date or repeat every month.
Flow
1
Choose the Time
Now, Later Date or Every Month.
2
Choose the Channel
You decide whether the notification goes by email, as a push notification or to the client's panel.
3
Send
Check the notification one last time on the summary screen. It reaches the client at the time you chose.
4
Track
Sent notifications are kept in one place in the Notification Centre.
Details
Channels: e-mail, push, panel notification. SMS coming soon.
Scheduling: Now, Later Date, Every Month.
Ready-made templates: document reminder, tax return deadline, service fee reminder, announcement. You can also write your own message with a blank template.
The client's trade name, period, deadline and missing documents are filled into the message automatically.
A summary screen opens before sending.
Other platform features
FAQs
For any question you can’t find the answer to: destek@ustad.co