Automated Activity Reminders in Pear Suite allow organizations to send notifications to members before a scheduled activity occurs. These reminders are designed to reduce no-shows, improve member engagement, and eliminate the need for manual outreach calls or messages.

Step 1 – Access activity templates

1. Navigate to the left-hand green sidebar and select the Templates icon.
2. Click on the Activities tab to view your current list of templates.
3. Select an existing activity template to edit or click + Add Activity Template to create a new one.

Step 2 – Enable and time the reminder

1. Scroll down to the Member Reminders section within the Activity Builder.
2. Click the + Add Reminder button to create a new reminder entry.
3. Set the Reminder Timing to define how far in advance the notification should be sent (e.g., 24 hours before the scheduled activity).
   • Note: If an activity is rescheduled, the reminder timing will update automatically to reflect the new start time.

Step 3 – Select channels and draft messages

1. In the Notification Channels dropdown, choose Email, SMS, or both.
   • Note: Members must have a phone number on file and the organization must have the call center feature enabled to receive SMS reminders.
2. Enter a Subject Line (required for Email) that clearly identifies the purpose of the message.
3. Draft the Reminder Message text.
   • Tip: Use the Insert Placeholder menu to include personalized data, such as the member's first name, to make the message more engaging.

Step 4 – Save and publish reminders

1. Review your reminder configuration for accuracy.
2. Click Update Activity Template or Create to save your changes.
3. Confirm the update in the modal, noting that this change may impact other services like Onboarding Surveys or Care Pathways.
4. Once saved, all future activities scheduled using this template will automatically trigger the configured reminders.