Remind clients automatically before their visa, passport, medical certificate or police certificate expires, so they have time to renew.
A client reminder emails your client before an important date. For example, if a client’s work visa expires on 18 December, add a Visa Expiry reminder with that date. AdviserAide then emails the client 90, 30 and 7 days before their visa expires, so they have time to renew. You add the date once, and the emails are written and sent for you.
Open the client’s profile and select the Reminders tab. Then select Add Reminder.
Select Add Reminder on the client's Reminders tab
2
Fill in the reminder
What is this reminder for? - Choose what the date is, such as Visa Expiry or Passport Expiry. A blue box shows how many emails will be sent and when.
Expiry Date - Enter the date. Depending on what you chose above, this may be called Due Date or Date. Underneath, AdviserAide shows the exact dates the emails will go out.
Recipients - Who gets the email. The client is already selected. You can also add any of the client’s contacts.
Internal notes (optional) - Notes for your team, such as a passport number. These are never included in the email.
Choose what the date is, enter the date and check who gets the email
Only people saved on the client’s profile can be chosen. To email a partner or family member, add them on the client’s Family & Contacts tab first. Everyone you choose needs an email address.
3
Save
Select Save. The reminder now appears on the client’s Reminders tab. You do not need to do anything else - the emails go out on the dates shown.
Select Reminders in the left menu, select the Client & Employer Reminders tab, then select Add Reminder. In the window that opens, choose the client first under Client / Employer, then fill in the rest as above.
Add a reminder from the Reminders page and choose the client first
This is useful for documents with an expiry date, such as a passport. Open the case, select the Documents tab and select the document. When the document opens, select Add Reminder at the top.
Open a document in the case and select Add Reminder
Once saved, the reminder is shown on the document. Each document can have one reminder. Select Edit reminder to change it.
The document shows its reminder, with a link to edit it
When the client gets their new visa, tick the box at the start of the reminder’s row. No more emails are sent, and the reminder moves to Completed Reminders. Then add a new reminder with the new expiry date.To change the date or recipients, select the reminder, make your changes and select Save. To remove it, select the reminder and select Delete.
Every Visa Expiry reminder sends the same email. To use different wording for one client only, open their reminder and expand Email for this reminder. Change the Email Subject or Email Body, then select Save.
Change the email for this client's reminder only
To go back to the standard email, select Use the reminder type’s email. To change the email for every client, see Reminder emails and timing.
