SmartPathEngage allows you to send clients automatic email reminders when enrolling and onboarding them.
You can manage which reminders you would like to be sent automatically and at what frequency.
You can also turn the reminders on or off.
Onboarding - Signatures 📝
This means the client will receive an email reminding them to sign their engagement documents.
Onboarding Data - Collections 📂
This means the client will receive an email reminding them to answer any remaining questions or upload the remaining documents in your onboarding checklist.
Client needs calculator 🔗
This means the client will receive an email reminder that you have sent them the 'magic pricing link' for them to review their engagement options.
