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

Change one reminder's title and test it.

Before you start

Sign in as
Admin, or a user who manages reminders
Starting state
At least one configured reminder

Run the scenario

  1. 1AdminSettleWise · Settings → Reminders → Edit reminder email

    Change the Title, click Send test, then Save changes.

    Expected evidence

    The test email shows the new title with the same amounts and buttons.

Scenario completed

Lodge wording saved

Reminder wording
System default→Lodge's own

If it does not match

  • If the editor says No reminders configured, build the schedule first.