Location: Practice Management module > Settings > Services > Add new Customer Service or select existing service

Refer to the link

Please click here to watch how to configure email reminders


Once in the contact workspace, navigate to the Proposal/LOE tab and click 'New'

within the services configuration screen, navigate to 'Configure Reminders' and toggle the switch to on or off

Remind me and my team toggle will send an email reminder to your team's email addresses, Assign to all clients will send email reminders to the clients whose deadline is approaching.

then setup the deadline reminder as shown below, once done, Save

This previous information will edit the deadline reminders for all clients.

You will be able to create task deadline reminders specific to a client when creating the deadline for the client and clicking add to tasks

Please head to Practice Management > Workspace > Clients> Choose Client > Workspace > Deadlines

Click to add a deadline, fill out the pop up information, click 'add to tasks' and then click to have email deadline reminders on or off.

To remove a task email reminder

Head to Workspace>Tasks

You will then be able to toggle on or off the email reminders