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Credit Ready Reminder Emails

Reminder emails help prompt your clients to complete their statement request. Reminders can be toggled on or off from your account settings.

Dale Stephens avatar
Written by Dale Stephens
Updated over 2 weeks ago

How Reminder Emails Work

When a new request is created, reminder emails are sent automatically if the client hasn’t completed the process within a set timeframe.

Here’s the reminder schedule:

  • Day 1: Initial request email

  • Day 2: First reminder

  • Day 4: Second reminder

  • Day 8: Final reminder

How to Turn Off Reminder Emails

You can disable reminder emails if preferred. To do so:

  1. Go to Your Account

  2. Select Settings > Credit Ready > Reminders Configuration

  3. Toggle the reminder emails off.

Important Notes on Pending Requests

  • Reminder emails are only sent for pending requests.

  • If you delete a pending request, any scheduled reminder emails are automatically cancelled.

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