How do I set up monthly update reminders for my clients?

If you would like to receive updates from your clients more often, you can set up a reminder to be sent to them every 30 days.

Here’s how to set up your monthly reminders, starting from the Account tab of your Dashboard. Step-by-step instructions are below:


Step-by-Step Guide:

Step 1: Scroll down and click the “Send monthly email to request updates from clients” check box.


Step 2: Save your Changes


Now your clients will receive the following email requesting some updates for you to review:

Updated on October 30, 2020

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