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Reminders

Automatic messages to your clients. All of them configured on one page, under Settings → Reminders.

Each group has a switch, and under it the timings you want. Changes ride a save bar at the bottom of the page.

Booking reminders​

Send automatic reminders before a confirmed booking. Four timings to pick from:

  • 7 days before
  • 3 days before
  • 1 day before
  • Day of booking

These cut no-shows and late arrivals more than anything else you can do.

Invoice reminders​

Send reminders while an invoice has an outstanding balance. Five timings:

  • 7 days before due
  • On the due date
  • 3 days after due
  • 7 days after due
  • 14 days after due

This is the one that gets you paid without awkward emails.

Document reminders​

Send reminders after documents are sent and before they expire or close. Three separate sections, each with its own switch: Proposals, Contracts and Questionnaires.

Each has two columns of timings:

  • After sending: 3, 7, 14, 21 or 30 days
  • Before expiry for proposals and contracts, or Before close date for questionnaires: 7, 3 or 1 day

The second column only does anything when the document has a date to count back from. CoreHue says so on each section: Only applies when the proposal has an expiry date, and so on.

New accounts start with a sensible set already on: bookings 3 days before and on the day, invoices 7 days before due, on the due date, 3 days after and 7 days after, and documents 3 and 7 days after sending plus 1 day before the deadline.

If yours aren't set up, a Turn on recommended reminders card sits at the top of the page. Turn on reminders applies that whole set in one action, and you can adjust afterwards. Dismiss it with the X if you'd rather set your own.

They stop on their own​

A reminder stops the moment the thing it's chasing is done. Paid invoices stop being chased, signed contracts stop being chased, answered questionnaires stop being chased. A cancelled booking stops too.

Nobody who has already acted gets nagged. That's the fear people have about automatic chasing, and it's handled.

No date, no reminder​

Invoice reminders need a due date. Document reminders that fire before a deadline need an expiry or a close date.

An invoice with no due date is never overdue and never chased. This is the most common reason someone thinks reminders aren't working.

Pausing one​

You can pause reminders on an individual booking, invoice, proposal, contract or questionnaire. Pause sits with the reminder status on the record itself, and Resume brings it back.

Use it when you've had the conversation another way and don't want an automatic message crossing it.

Sending one yourself​

Send reminder on the same record sends one now, for when a situation needs a person rather than a schedule. A long-overdue invoice on a big job usually deserves a real message.

Sensible starting points​

Bookings: one a week before, one the day before.

Invoices: one before the due date, one on it, one a week after. If nothing has happened after that, it's a phone call rather than a fourth email.

Documents: one three days after sending, one a week after, and one before expiry.

Why it matters​

Chasing is the admin photographers put off most, and the delay is expensive. Leaving it to CoreHue means it always happens, always on time, and never feels personal to either side.

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