How-to

How do I stop reminders?

Disable the relevant reminder policy when nudges are no longer appropriate. Completed worksheets no longer need completion reminders.

Open in CoachSheets
Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Step by step

  1. Decide whether to change one client or the whole practice.

  2. For one client, open their reminder settings. For practice defaults, open Settings → Assignments.

  3. Disable reminders and save.

  4. Check Delivery Log for already attempted reminders and any remaining scheduled activity.

How you know it worked

The effective reminder policy no longer schedules further completion nudges.

If something looks different

A message already handed to a provider cannot be recalled by changing the policy. Recurring sends and program steps are separate from reminders.

YOUR NEXT STEP

Where do I find a client’s work, notes, and sessions together?

The client profile keeps the relationship in context so you can read the thread before choosing another action.