{"id":37279,"date":"2025-08-24T08:26:17","date_gmt":"2025-08-24T08:26:17","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b1%d8%b3%d8%a7%d9%84-%d8%a8%d8%b1%d9%8a%d8%af-%d8%aa%d8%b0%d9%83%d9%8a%d8%b1%d9%89-%d8%a8%d8%a7%d9%84%d8%b3%d8%af%d8%a7%d8%af-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2025-11-30T12:42:22","modified_gmt":"2025-11-30T12:42:22","slug":"sending-payment-reminder-emails-to-clients","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/","title":{"rendered":"Sending Payment Reminder Emails to Clients"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">The system allows you to automatically send payment reminder emails to your clients, helping you track your receivables easily and ensure payments are collected on time.<\/p>\n<p style=\"text-align: left;\">In this guide, we\u2019ll walk through how to set up this process by creating an appointment for the client and linking it to an automated sending rule, so reminders are sent systematically without manual intervention.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click \u201c<strong>Clients<\/strong>\u201d, then from the dropdown, select \u201c<strong>Appointments<\/strong>\u201d, and click \u201c<strong>New Appointment<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41262 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1.png\" alt=\"\" width=\"1351\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1.png 1351w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1-768x341.png 768w\" sizes=\"auto, (max-width: 1351px) 100vw, 1351px\" \/><\/a><\/p>\n<p style=\"text-align: left;\" data-start=\"34\" data-end=\"138\">Select the client you want to send the reminder email to and mark the box next to \u201c<strong>Share with Client<\/strong>.\u201d Then, complete the appointment details as shown below.<\/p>\n<p data-start=\"34\" data-end=\"138\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Schedule-Appointment.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41264 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Schedule-Appointment.png\" alt=\"\" width=\"1208\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Schedule-Appointment.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Schedule-Appointment-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Schedule-Appointment-1024x507.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Schedule-Appointment-768x380.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a><\/p>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<article class=\"text-token-text-primary w-full focus:outline-none scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-WEB:37be251c-9773-4d45-b47a-afe67dd4b84f-20\" data-testid=\"conversation-turn-42\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[72rem]:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"1d35b8c5-6dc9-4170-9005-9909d722cf14\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words dark markdown-new-styling\">\n<p style=\"text-align: left;\" data-start=\"63\" data-end=\"154\" data-is-last-node=\"\" data-is-only-node=\"\">For more details on how to create a new appointment, you can refer to this <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/managing-appointments\/\">guide<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<article class=\"text-token-text-primary w-full focus:outline-none scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"request-WEB:37be251c-9773-4d45-b47a-afe67dd4b84f-21\" data-testid=\"conversation-turn-44\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[72rem]:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"bc5b8bd6-9847-44c9-914c-9c6cb69038a3\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words dark markdown-new-styling\">\n<p data-start=\"33\" data-end=\"178\" data-is-last-node=\"\" data-is-only-node=\"\">Next, go to \u201c<strong>Templates<\/strong>\u201d and select \u201c<strong>Auto Reminder Rules<\/strong>.\u201d Click the \u201c<strong>Add<\/strong>\u201d button, and from the list, choose \u201c<strong>New Appointments Rule<\/strong>.\u201d<\/p>\n<p data-start=\"33\" data-end=\"178\" data-is-last-node=\"\" data-is-only-node=\"\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointments-Rule-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41266 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointments-Rule-.png\" alt=\"\" width=\"1366\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointments-Rule-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointments-Rule--300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointments-Rule--1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointments-Rule--768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p data-start=\"75\" data-end=\"121\">Fill in the automated reminder rule details as follows:<\/p>\n<ul>\n<li><strong>Name<\/strong>: Choose the required appointment.<\/li>\n<li><strong>Appointment Type<\/strong>: Select (All).<\/li>\n<li><strong>Action<\/strong>: Select (All).<\/li>\n<li><strong>Timing Field:<\/strong> Select (Appointment Date).<\/li>\n<li><strong>Send on:<\/strong> Select (Immediate).<\/li>\n<li><strong>Send To:<\/strong> Select (Customer).<\/li>\n<li><strong>Channel<\/strong>: Select (Email).<\/li>\n<li>Channel Template: Choose the suitable template.<\/li>\n<li><strong>Active<\/strong>: Tick \u2705 to activate the rule.<\/li>\n<li><strong>Valid Until:<\/strong> Enter the duration (e.g., 1 day).<\/li>\n<\/ul>\n<p>Finally, click the \u201c<strong>Save<\/strong>\u201d button to save the auto reminder rule.<\/p>\n<p data-start=\"33\" data-end=\"178\" data-is-last-node=\"\" data-is-only-node=\"\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Auto-Reminder-Rule-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41268 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Auto-Reminder-Rule-.png\" alt=\"\" width=\"1210\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Auto-Reminder-Rule-.png 1210w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Auto-Reminder-Rule--300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Auto-Reminder-Rule--1024x506.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Auto-Reminder-Rule--768x380.png 768w\" sizes=\"auto, (max-width: 1210px) 100vw, 1210px\" \/><\/a><\/p>\n<\/div>\n<p data-start=\"28\" data-end=\"105\">When the client checks their email inbox, they will find the reminder message delivered successfully.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<p data-start=\"33\" data-end=\"178\" data-is-last-node=\"\" data-is-only-node=\"\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Email.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41270 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Email.png\" alt=\"\" width=\"1366\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Email.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Email-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Email-1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Email-768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2142,2065],"tags":[],"class_list":["post-37279","user_manual","type-user_manual","status-publish","hentry","category-appointments","category-email-auto-reminder-rules"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sending Payment Reminder Emails to Clients - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sending Payment Reminder Emails to Clients - Daftra Knowledge Base\" \/>\n<meta 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In this guide, we\u2019ll walk through how to set up this process by creating an appointment for the client and linking it to an automated sending rule, so [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-30T12:42:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Appointment-1-1.png\",\"width\":1351,\"height\":599},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/\",\"name\":\"Sending Payment Reminder Emails to Clients - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/#primaryimage\"},\"datePublished\":\"2025-08-24T08:26:17+00:00\",\"dateModified\":\"2025-11-30T12:42:22+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Sending Payment Reminder Emails to Clients\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sending Payment Reminder Emails to Clients - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/sending-payment-reminder-emails-to-clients\/","og_locale":"en_US","og_type":"article","og_title":"Sending Payment Reminder Emails to Clients - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text] The system allows you to automatically send payment reminder emails to your clients, helping you track your receivables easily and ensure payments are collected on time. 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