> ## Documentation Index > Fetch the complete documentation index at: https://learn.nexudus.com/llms.txt > Use this file to discover all available pages before exploring further. # Reminders > Send automatic emails to customers or your team when something happens, such as a customer signing up, a contract nearing renewal or an invoice becoming overdue. ## Overview A **reminder** sends an email automatically when something happens in a customer's account: they sign up, it's their birthday, their contract is about to renew, an invoice is overdue, a parcel hasn't been collected. Set a reminder up once and it runs for every customer it applies to. Reminders can go to the customer, for example a welcome email or a renewal notice, or to your team, for example an alert to the community team when a member's contract is ending. ## How to access Go to **CRM → Reminders**. ![Reminders list](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-reminders.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=1cf048104b8d00b54aaece10ecde4f37) The list shows each reminder's trigger, what it sends and who to. ## Create a reminder Before you start, create the [message macro](https://learn.nexudus.com/platform/crm/message-macros.md) or [survey](https://learn.nexudus.com/platform/content/surveys.md) the reminder will send. **1. Open the form** Go to **CRM → Reminders** and select **Add reminder**. **2. Name it and choose the location** Enter a **Reminder name**, which only your team sees. In a network, choose the **Location**. Turn on **Send to all locations within** to include customers whose home location is any location within it. **3. Choose the trigger** Under **When to trigger this reminder**, choose what sends it, and set the number of days if the trigger needs one. See [Triggers](#triggers). **4. Choose what to send** Under **How to deliver this reminder**, choose one of: * **Send message macro with your own content**: sends a [message macro](https://learn.nexudus.com/platform/crm/message-macros.md) by email. * **Send a survey**: sends one of your [surveys](https://learn.nexudus.com/platform/content/surveys.md). * **Send alert from Nexudus**: sends a short alert with the reminder's name and the customer's details. Use this for alerts to your team, not for customers. **5. Limit how often it's sent (optional)** Use **Do not send this reminder more than every** to stop the same customer getting it too often, for example a feedback survey after every booking, but no more than once a week. **6. Choose which customers trigger it** On the **Customers** tab, choose whose activity sets the reminder off. See [Customers](#customers). **7. Choose who receives it** On the **Audience** tab, choose **Send to the customer's email address** or **Send to specific email address**. See [Audience](#audience). **8. Save** Save the reminder. ![A reminder open on the Details tab](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-reminder-details.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=aeac897ba3208b1a43ba064c85af3ef9) ## Triggers Each reminder has one trigger. Reminders based on a date, such as **Days before contract renewal**, are sent at around 8am in your location's time zone. Reminders based on something a customer does, such as **After a booking**, are sent shortly after it happens. | Group | Triggers | | - | - | | **Dates** | Fixed date, On the customer's birthday | | **Sign-up and first visit** | Days after sign-up, After submitting the sign-up form, After the first check-in, Days after last activity | | **Contracts** | Days before contract starts, Days after a contract starts, Days before contract renewal, Days after contract renewal, Days before contract cancellation, Days before contract terms ends | | **Invoices** | Days after invoice is due, First invoice is paid | | **Bookings and purchases** | After a booking, After purchasing a product, After adding a product to a booking | | **Booking patterns** | When customer books regularly (more than 4 bookings in the last 4 weeks, at least one in the last 7 days); When customer has booked more than 10 bookings in the last 6 months but none in the last month; When a regular booker stops booking (more than 10 bookings but none in the last 6 months); When a customer booked once but not again in the last month | | **Deliveries** | Days after uncollected delivery | A few triggers have extra rules: * **Fixed date** reminders are sent at 8am on the chosen day. A reminder created after about 7am can't be sent the same day, so set it up at least a day ahead. * **Days after invoice is due** isn't sent if the customer pays before the reminder goes out. * **Booking patterns** and **Days after uncollected delivery** reminders can only be sent to the customer's own email address. ## Customers The **Customers** tab sets whose activity triggers the reminder: | Option | Who it applies to | | - | - | | **Disable reminder** | No one. The reminder is switched off. | | **For all members** | Customers with an active contract | | **For all contacts** | Customers with no active contract | | **For all customers** | Members and contacts | | **For all customers in specific plans** | Members on the plans you choose | | **For a single customer** | One customer you choose | | **Only for team paying customers** | Customers whose contract is paid by their team | Turn on **Only send to active customers** to leave out customers who are suspended. ![The Customers tab of a reminder](https://mintcdn.com/nexudus/Pe3pLOykvGoZdleH/images/platform/crm/crm-reminder-customers.png?fit=max\&auto=format\&n=Pe3pLOykvGoZdleH\&q=85\&s=643016f27e52be12b1a12bd69978c9f1) ## Audience The **Audience** tab sets who receives the email: * **Send to the customer's email address**: the customer who triggered the reminder gets it. Use this for welcome emails, renewal notices and payment reminders. * **Send to specific email address**: the email goes to the address you enter, such as your community team's inbox, each time a customer triggers the reminder. Use this with **Send alert from Nexudus** to keep your team informed, for example when a member's contract is about to end. ## Collect feedback with surveys Reminders are a good way to send surveys at the right moment, for example after a meeting room booking or a month after someone joins. Create one survey per reminder, so each set of responses stays separate, then choose **Send a survey** as the reminder's delivery. ## Edit, export or delete reminders * **Edit** a reminder by opening it and saving your changes. Changes only affect reminders sent from then on. If you edit a date-based reminder after about 8am, the change applies from the next day. * **Export** reminders by ticking them in the list and using **Bulk actions**. * **Delete** reminders by ticking them and deleting them from **Bulk actions**. To pause a reminder without deleting it, choose **Disable reminder** on its **Customers** tab. > [!TIP] > > Try a new customer reminder on a single customer first, using **For a single customer**, before switching it on for everyone. ## Related * [Message macros](https://learn.nexudus.com/platform/crm/message-macros.md): the message macros reminders send * [Surveys](https://learn.nexudus.com/platform/content/surveys.md): feedback forms reminders can send * [Deliveries](https://learn.nexudus.com/platform/operations/deliveries.md): reminders for uncollected parcels * [Teams](https://learn.nexudus.com/platform/operations/teams.md): attendance reminders for teams This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.