Messages when saving a reminder
No reminders will be sent for the date entered
The date you entered is too close, or has already passed, so none of the reminder type’s emails can go out. For example, Visa Expiry sends its last email 7 days before the expiry date, so a visa that expires in 5 days is too late. Check the date is correct. If it is, and you still need to remind the client, email them directly or choose a reminder type that sends closer to the date. You can also add a send time to the reminder type, such as 1 day before.Needs an email address. Add it to their profile first.
The message names a recipient you selected who has no email address in AdviserAide, for example [client name] needs an email address. Open the client’s or contact’s profile, add their email address, then add the reminder again.Select at least one recipient
Every client and employer reminder needs someone to email. Choose the client or one of their contacts under Recipients.No send times are set up for this reminder type
The reminder type you chose has no rows under When to send, so the date is saved but no emails are sent. Ask an administrator to add send times in Settings → Reminders. See Reminder emails and timing.A reminder shows History (failed)
When an email cannot be sent, the History column shows History (failed). Select it to see the reason. These are the reasons you may see:
Emails that failed are not sent again automatically. After fixing the problem, the next scheduled email sends as normal.
A client says they did not get a reminder
Work through these checks:- Is the reminder completed? Completed reminders do not send emails. Check the Completed Reminders section.
- Is the reminder type turned on? In the list, a reminder type that is turned off shows a Disabled tag. Turn it back on in Settings → Reminders.
- Has the email been sent yet? Check Next Reminders for the next send date. Emails go out from 9:00 am in your organisation’s time zone.
- Was the email sent? Select History to see when the email went out and who it went to. If it shows as sent, ask the client to check their junk or spam folder.
- Is the email address right? Check the client’s email address on their profile.
A staff member did not get a staff reminder
- Check the reminder is still under Upcoming Reminders. Completing a reminder cancels any emails that have not gone out.
- Check the person is listed under Assignees.
- Reminder times that were already in the past when the reminder was saved are not sent. Open the reminder and choose a future time.
- Ask the staff member to check their junk or spam folder, and the bell icon in AdviserAide for the notification.
I cannot see client reminders
- If Reminders is missing from the left menu, your user role does not include reminders. Ask your administrator.
- If you can only manage assigned clients, you only see reminders for clients and employers assigned to you.