Setting up reminders is easy 

1. Complete the interview

2. Relax (while we process everything)

3. Be your client's hero


How Do I Customize What My Reminders Say?

Once your custom LifeCycle rules are set up you will receive an email with instructions to edit your reminder messages.

Will customers get emails right away?

No, clients will not start receiving automated reminders until you assign them to your custom LifeCycle. Assigning clients to a LifeCycle is easy and can be done one client at a time or in bulk.

What if I want to set everything up myself? 

To set up your lifecycle without the help of our staff click here

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