Creating a new reminder Lifecycle allows you to create a "Default" lifecycle plus customize additional rules for special groups of clients (for example: default, institutions, clients who don't want a lot of reminders).

FROM THE WEB APP

  1. Go to Settings > LifeCycle Reminders > Edit
  2. Create a New LifeCycle from Scratch
  3. Customize the messages for each lifecycle state

FROM THE MOBILE APP

This functionality is coming to our mobile app. For the time being Reminder Lifecycles can only be managed in the web app.

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