Max Portal
Dates your customers and staff never miss
Advanced Reminder watches the dates on your customers and contacts, and sends email and SMS at the time you choose.
See plans and pricingSet it once, for every customer it fits
Build a reminder from a date you already keep, then apply it to many customers. You see a preview first.
- Reminders from customer date fields
- Contact dates such as birthdays
- One-off, monthly or yearly custom dates
- Apply to many customers, with a preview
The right message at the right time
Send as many reminders as you need, before, on or after the date, with different wording for your staff.
- Unlimited lead times, before, on or after
- Choose the hour it sends
- Send to contacts and staff
- Separate wording for staff
Stay in control of what goes out
Mark a reminder complete for this cycle so nobody gets chased for something already done. Every send is logged.
- Mark complete for this cycle
- Pause and resume
- Log of what was sent and what failed
- Never sent twice
Works for any kind of business
The same module, used in different ways. These are examples.
Clinics & wellness
Follow-up reminders from a date on the customer's record.
Property & facilities
Renewal and expiry reminders.
Trades & contractors
Yearly service reminders to past customers.
Accounting & legal
Year-end and deadline reminders.
What's included
Customer dates
Reminders from dates on the customer's record.
Contact dates
Birthdays and other dates on a contact.
Custom dates
One-off, monthly or yearly.
Lead times
As many as you need, before, on or after.
Send hour
Pick the hour it goes out.
Staff wording
Different wording for your team.
Complete for this cycle
Stop the chase once the work is done.
Pause and resume
Hold a reminder whenever you need to.
Sent and failed log
See what went out, and never send twice.
Frequently asked questions
Can it send to both the customer and my staff?
Yes. A reminder can go to contacts and staff, with separate wording for staff.
Can I stop reminders once the work is done?
Yes. Mark the reminder complete for this cycle. It comes back in the next cycle.
What can a reminder be based on?
Dates on your customers and contacts, or a custom date you set. It does not track whether a document has been received.
Works with the rest of Max Portal
Add Advanced Reminder to your plan
Choose your plan, then pick your modules in the next step.
See plans and pricing