How do I change reminders for one client?
Use the client’s reminder settings when the practice default does not suit that person.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open the client profile and find reminder settings.
Choose the client-specific policy rather than the practice default.
Set whether reminders are enabled, the initial delay, interval, and maximum.
Save, then check the client’s assignment Delivery Log.
How you know it worked
The client has a reminder policy suited to your agreement.
If something looks different
Check which policy is selected; editing practice defaults and editing a client override are different actions.
How do I stop reminders?
Disable the relevant reminder policy when nudges are no longer appropriate. Completed worksheets no longer need completion reminders.