---
title: "Reminders Settings"
slug: "reminders-settings"
description: "Manage reminders effectively with customizable settings, triggers, and delivery options to enhance customer engagement and streamline communication with Nexudus."
updated: 2024-03-26T16:19:36Z
published: 2024-03-26T16:19:36Z
canonical: "help.nexudus.com/reminders-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reminders Settings

All new and existing reminders have an array of settings divided into tabs that let you manage your reminders.

## Details

This tab lets you manage all the reminder's details, including its trigger and delivery method.

### Location

Location from which we send the reminder to the relevant customers, based on your settings under the **[Customers](/v3/docs/reminders-settings#customers)** tab.

### Send to all locations within [*your location name*]

This toggle lets you send the reminder to all relevant customers in any child location if you select a network location as the reminder's **Location**.

### Reminder name

Name of the reminder. Only admins can see this name.

### When to trigger this reminder

This setting lets you select which customer action should trigger the reminder. You can currently choose from the following triggers:

- After a booking (for all resources or only a select few)
- After adding a product to a booking
- After purchasing a product
- After submitting the sign-up form
- After the first check-in
- Days after a contract starts
- Days after invoice is due
- Days after last activity
- Days after renewal
- Days after sign-up
- Days after uncollected delivery
- Days before cancellation
- Days before contract starts
- Days before contract terms ends
- Days before renewal
- First invoice is paid
- Fixed date
- On the customer's birthday
- When a customer booked once but not again in the last month
- When a regular booker stops booking (more than 10 bookings but none in the last 6 months)
- When customer books regularly (more than 4 bookings in the last 4 weeks, at least one in the last 7 days)
- When customer has booked more than 10 bookings in the last 6 months but none in the last month

### Blocking Period

You can define a blocking period for any number in days, hours or minutes to avoid sending the same reminder to a customer too many times.

*For example, you send a survey to customers after their bookings to get feedback on their experience, but you don't want to send it more than once a week to the same customer.*

### How to deliver this reminder

You choose one of the following content options for reminders:

#### Send a [message macro](/v3/docs/message-macros) with your own content

*The message macro option pulls the selected macro's content and send it to the relevant customer via email when the reminder is triggered.*

#### Send a [survey](/v3/docs/surveys)

*The survey option pulls one of your surveys and sends it to the relevant customers via email when the reminder is triggered.*

#### Send alert from Nexudus

*The Nexudus alert option automatically sends a message that include reminder's name and the user's details via email.*

          Don't use this reminder for customers as it won't contain any actionable information for them.

          

*This delivery option is best suited for internal reminders that are only sent to a specific email address defined in the reminder's **[Audience](/v3/docs/reminders-settings#audience)** tab.*

![reminderemail.jpg](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/reminderemail.jpg)

## Customers

This tab lets you control which customers should trigger the notification. You can choose from the following options:

- **Disable reminder**
- **All members**
- **All contacts**
- **All customers**
- **All customers in specific plans**
- **A single customer**
- **Only team paying customers**

You can also choose to exclude any suspended customer by enabling the **Only send to active customers** toggle.

## Audience

This tab lets you control which email address should receive the reminder.

### Send to the customer's email address

This option automatically sends the reminder to any customer included in the subset you defined in the **Customers** tab.

*For example, if you send a reminder after bookings end for all members, any member who books a resource will receive the reminder via email shortly after their booking ends.*

### Send to specific email address

This option automatically sends the reminder to the email address you add to the field when the trigger is recorded in Nexudus.

*For example, you defined a reminder after bookings end for all customers and added the cleaning team's email so that they receive the reminder via this email shortly after customer bookings end.*

          This option is best suited for admin reminders.