Within your workflow, you now have the ability to have Iris remind you when it's time to send an email to your clients. This 'Edit and Send email' option is great if you wish to add any unique or client-specific details to your email before it is sent.
To have Iris remind you to send an email, choose the 'Edit and send email' option for your workflow step. Choose your schedule - for example, 'before the session by 5 days' - and Iris will remind you 5 days before the session.
You will receive an email notification when it's time to send your message. Additionally, when logging into your account, you will be prompted to edit and send your email.
If you aren't ready to send your email, you can click 'Cancel'. Iris will then ask if you'd like to be reminded the following day. By clicking yes, Iris will remind you the next time you login to send your message.