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Profile & Business Settings

Last Update há 10 dias

Business Settings Overview Multiple Businesses in TalleFlow Notifications Profile Settings System Emails

System Reminders

Vaasu Guduguntla

Last Update há 10 dias

Overview

System Reminders help you stay proactive in your business.

Instead of manually checking:
  • "Did they sign that contract?"
  • "Is this project coming up soon?"
  • "Did I forget to follow up?"
TalleFlow reminds you automatically.
You can configure reminders for key events so you always know:
  • When something is about to happen
  • When something hasn't happened yet

Less chasing. More control.

     📍Where to Find It

    Go to: Business Settings → Alerts & Reminders → System Reminders

    Inside this section, you can configure how and when you want to be notified.
    👉 You'll also see your notification delivery settings (In-App and Email toggles) alongside your reminder controls

     🔔What System Reminders Do

    System Reminders notify you when:

    ⏱ Before document expires

    When offer expiration is enabled on sent documents, you can warn your team before a file becomes read-only for clients.

    1. Go to Business Settings > Alerts & Reminders > System Reminders.
    2. Find Before document expires (fixed at 1 day before expiry).
    3. Turn the reminder on. It is off by default.

    TalleFlow emails your team so you can follow up, extend the offer, or reactivate access before clients lose sign, pay, and submit actions. This replaces the retired contract due date reminders.

    💡 Rule of thumb: Pair this with expiration defaults under Business Settings > Preferences so new sends inherit the window you want.

    ⏳ Something is approaching

    • Project due dates
    • Task deadlines
    • Important timelines

    ⚠️ Something hasn't happened yet 

    • Contracts not signed
    • Invoices not paid
    • Documents not completed
    It's like having a built-in assistant tapping you on the shoulder at the right time.

    ⚙️ How It Works 

    1.  Choose what you want to be reminded about
    2. Set a time threshold
      • Example: 1 day before
      • Example: 3 hours before
    3. Choose how you want to be notified
      • In-app
      • Email
    Once it's set, TalleFlow handles the rest automatically.

        📲Notification Types

        You can control how reminders reach you:

        In-App Notifications

        Shows inside TalleFlow while you're working

        Email Notifications 

        Sent directly to your inbox
        You can toggle these on or off for each reminder type.

        💡 Real Examples 

        Here's how people typically use System Reminders:
        • Get notified 2 days before a project deadline
        • Get alerted if a contract hasn't been signed within 24 hours
        • Remind yourself the morning of a task due date
        • Follow up automatically when a client hasn't completed a form
        Basically… no more "oh shoot I forgot."

        🚀 Why This Matters

        Creative work gets chaotic fast.

        Between clients, projects, and documents, it's easy for things to slip

        System Reminders:
        • Reduce mental load
        • Prevent missed deadlines
        • Help you stay professional and responsive
        You don't need to remember everything.You just need to set it once

        🧠 Pro Tips

        • Keep reminders tight. Too many = noise
        • Prioritize high-impact events like contracts and payments
        • Use shorter windows for urgent actions
        • Pair reminders with automations for full hands-off workflows

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