Create an Annual Review Automation
under review
E
Ethan Klee
Yes please! The one thing I'll say on this for Redtail integration purposes is that Redtail gives limited options for the review month (annually, every x months on the xth, etc.), so as a Redtail user who schedules reviews for some clients who get seen up to 4 times a year, I would rather be able to self elect which clients would receive reviews each month, rather than use Redtail's review date reminder.
Using the review date reminder would be fine, but in this case I would say default the email to go on the 3rd Thursday (or so) of the month prior to the date in which the contact's review reminder occurs, otherwise email blasts will arrive too late for the contact to schedule without causing a backlog.
Being able to customize this email's body is also crucial for those with scheduling systems like Microsoft, Calendly, etc. so we can include our scheduling links.
Robin Butler
I feel strongly on this becoming an automation
A
Ali Baldari
under review