How do I choose when automatic reminders go out?
Set practice defaults for when to begin nudging, how often to repeat, and when to stop.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Settings → Assignments → Worksheet reminders.
Enable reminders and set the delay after the worksheet is sent.
Set the interval between reminders and the maximum number.
Save your settings and check an assignment’s Delivery Log for the next reminder.
How you know it worked
Future reminder behavior follows the effective policy, with client overrides where configured.
If something looks different
Reminder timing starts from the send, not necessarily from the due date.
How do I change reminders for one client?
Use the client’s reminder settings when the practice default does not suit that person.