Everyone hears about it, nobody has to chase
Your team is told the moment a client signs, submits or replies, in the app and by email if they want it. Clients get a reminder before a task is due and keep getting one while it is overdue.
Reminders on a schedule clients can count on
Turn on Due date reminders on a task and Upclient emails the clients assigned to it as the date approaches, then keeps reminding them while it is overdue.
- Sent at 9:00 AM in your workspace time zone
- Only while the task is Active or Incomplete, shown in the portal and has a due date
- Each email takes the client straight to the task
Each person chooses what reaches them
Notifications cover the work that involves you: tasks assigned to you or waiting for your review, new messages and mentions, and changes to your team. Pick in-app, email or both for each category.
- The bell shows unread notifications and opens the task or conversation
- Emails go out right away, one per notification, with no digest
- Reset a category to its defaults at any time
Clients get their own notifications
In the portal, clients have a bell and a Notifications page for their tasks and project messages, and the same notifications arrive by email with your logo and colour.
- Show only unread items, or archive the ones they no longer need
- Clicking a notification opens the related task or message
- Emails carry a small Powered by Upclient line at the bottom
Works with workflows
Notifications cover the routine. Workflows add the ones that are specific to how you work, with Notify team member and Send email.
A review left waiting
If client work has been in review for two days, the reviewer gets a nudge in the app.
- 1Notify team member: Maya Ortiz
Ready for day one
Two days before the project starts, the client is told what to prepare and the team gets a heads-up.
- 1Send email to the client
- 2Notify team member: Maya Ortiz
Questions
Will I get an email for everything?
Only for the categories you turn email on for. Tasks and Inbox start with email off. When email is on, each notification is sent right away as its own email; there is no digest.
When are client reminders sent?
At 9:00 AM in your workspace time zone: 7, 3 and 1 days before the due date, on the due date, then every 3 days while the task is overdue.
Can clients switch reminders off?
No. Reminders are set per task by your team, and clients cannot change their notification settings.
Do my settings apply to every workspace I am in?
No. Notification settings are per workspace, so set them up in each one.
More of Upclient
All features- FormsIntake questionnaires with conditional questions
- ContractsSigned in the portal, countersigned by you
- E-signaturesA drawn or typed sign-off on any task
- File uploadsAsk for files and keep them with the project
- EmbedsBooking calendars and videos inside a task
- Portal pagesWelcome notes, briefs and timelines
- MessagesProject threads with internal replies
- Review and approveApprove client work or send it back
- BrandingYour logo, colour, header and layout
Turn on your first reminder
Give a client task a due date and switch on due date reminders.