- Select Templates.
- Scroll to the Payments template.
- Click the “+” button to set up reminders that will follow the initial payment request messages.
- Select Add time.
- Specify when you want the first reminder to be sent, e.g. 7 days after the initial payment request.
- Select Send SMS and Send email to add a text and email reminder, respectively, that will get sent if the patient hasn’t paid their bill after the specified time period.
- Repeat this process for subsequent reminders, e.g. if the patient hasn’t paid after 30 days.