How do I set up automated payment reminders?

After a Headnote attorney has created a Custom Link, they have the ability to automate communication with their clients through our reminder feature. In order to do so, please perform the following steps.

  1. Visit the Custom Links tab found in the dashboard

  2. Choose the custom link you would like to create reminders for

  3. Scroll down until you find the reminder portion of the custom link and customize