Overview
Xenett allows you to follow up with clients for open questions using email and text (SMS) reminders. These reminders help ensure clients respond on time and reduce the need for repeated manual follow-ups.
With reminders, you can:
Send reminders automatically on a schedule
Send reminders manually whenever needed
Use Cases
Prompt clients to respond to open or pending questions
Reduce delays caused by missed follow-ups
Automate routine client reminders
Improve turnaround time for client submissions
Enable Auto-Reminders (Email)
Auto-reminders send reminder emails or text messages to clients automatically based on a defined schedule.
Go to Client in Xenett
Navigate to Settings → Client Portal
Scroll to Set Up Auto Reminders
Configure the reminder schedule (day and time)
Once enabled, Xenett will automatically send reminder emails or text to clients for open questions.
Text reminders can only be enabled if a firm phone number is added and activated.
Set up Text (SMS) Notification
Text notifications are available only when a firm phone number is configured.
1. Set a Phone Number for Your Firm
A firm phone number is required to send SMS reminders.
Steps
Go to Settings → Questions / Client Portal
Enter your firm’s phone number
Save the changes
This number will be used to send all text reminders to clients.
2. Add Client Phone Numbers
Each client user must have a phone number saved to receive SMS reminders.
Steps
Open the client user list
Add a valid phone number to the client profile
Save the changes
Text reminders will not be sent if a client's phone number is missing.
Send Email or Text Reminders Manually
You can also send reminder emails or text messages manually when required.
Go to the Questions module
Choose Send Reminder
Send the reminder immediately
This option is useful when you need to follow up outside the auto-reminder schedule.
Update Template
The user can view and update the default template for the email and text reminder which will be sending upon enabling the options.
When the user click in new tab the templates will open and can view various template in there are default template for the email and Text titled:
Email template : Notification To Client
Text template : Text reminder
You can only schedule the email for later
Reminder Templates
These templates are used when reminders are sent after enabling the reminder options.
Email template: Notification to Client
Text template: Text Reminder
You can view or update these templates by clicking Update Template from the reminder configuration, or by navigating to:
Settings → Templates → Email / Text
