Overview
With event reminders in Docketwise, you can easily send reminders via email and/or SMS text message for upcoming events to yourself, your colleagues, and your clients.
Using these reminders, you are able to indicate exactly how long before the event you would like the reminder to be sent. Also, you can add additional reminders for the same event.
Contents
Note: The SMS text message reminders feature is only available on Pro and Advanced subscription plans. If you want to learn more about managing your subscription, you can click here.
How do Event Reminders Work?
The 3 principal components of an event reminder are the Attendees and the Notification itself:
The Attendees can be Firm Members and Contacts; these will be the individuals who receive the email reminder notification.
The Notification consists of a numerical value (ie. 6) and a unit of time (ie. hours); this is the amount of time before the event's starting time that the reminder will be sent.
The Notification Type, or how the reminder(s) will be sent to the Attendee(s).
Attendees and Notifications can either be added while creating a new event or by opening and editing an event that already exists.
Note: In order to receive SMS text message event reminder notifications as a firm member, you will need to enter a valid US mobile number under Settings > Preparer Information.
Adding Attendees to an Event
In order to add an attendee to an event, you will need to follow the steps below:
Click in the box under Attendees
Search for either a firm member or contact by typing their name or email address
Select the Firm Member or Contact to be added as an Attendee
Adding Notifications to an Event
In order to add a notification to an event, you will need to follow the steps below:
Set the slider bar for Add Notification to active (if not already active)
Select the Notification Type, or how the reminder(s) will be sent to the Attendee(s) (Email and/or SMS)
Choose unit of time (minutes/hours/days/weeks/months)
Enter a numerical value corresponding to the unit of time entered
Note: If you wish to add multiple reminders, simply click the + Add notification option and repeat the steps mentioned above.
Adding Default Reminder Settings
In order to set up default reminder settings, you will need to follow the steps below:
Navigate to Settings > Event Settings
Check the box for Default Notifications for Events (if not already checked)
Select the Notification Type, or how the reminder(s) will be sent to the Attendee(s) (Email and/or SMS)
Choose unit of time (minutes/hours/days/weeks/months)
Enter a numerical value corresponding to the unit of time entered
Click the Save Changes button
Note: If you wish to add multiple reminders, simply click the + Add notification option and repeat the steps mentioned above.