SettleWiseCollections & RemindersManual follow-up
MF-03Set the tone

Change what the reminder says

The lodge wants its own tone in reminder emails.

Track

Manual follow-up

Phase

Set the tone

Starts with

System wording

Ends with

Lodge wording saved

You are here

MF-03
  1. MF-01Send a reminder by hand
  2. MF-02Stop automatic reminders for one invoice
  3. MF-03Change what the reminder says

The situation

The words around the amounts can be edited per reminder; amounts, dates, and buttons stay automatic.

What starts it

An admin clicks Edit reminder email on a reminder row.

How it unfolds

AdminSystem
  1. 1

    The Email Editor opens with that reminder selected

    Admin

    Each configured reminder keeps its own wording.

  2. 2

    The admin edits the title, description, and banner

    Admin

    Leave a field empty to use the system text.

  3. 3

    The admin sends a test to themselves

    Admin

    The test uses the draft before saving.

  4. 4

    The admin clicks Save changes

    Admin

    This is the key moment of the journey: future reminders use the new wording. This is the key moment of the journey.

Who's involved

Admin

Configures registers, partners, reminders, and integrations.

System

Automates emails, matching, reminders, and sync.

What each person sees

Admin

The editor on the left and the live email on the right.

Why: See the result before saving.

The rule to remember

The words are yours; the amounts, dates, and buttons stay automatic.