Automated Activity Reminders
Table of Contents
Automated Activity Reminders allow Pear Suite to send reminders to members before a scheduled activity takes place. These reminders are designed to reduce no-shows, improve engagement, and remove the need for manual reminder calls or messages.
Reminders are tied to Activity Templates, not individual activities. This ensures consistency and makes it easy to manage reminders across your organization.
How Automated Activity Reminders Work
When an activity is scheduled for a member, Pear Suite checks whether the selected activity template has reminders enabled. If it does, the platform automatically sends the reminder based on the timing and delivery method defined in the template.
- Reminders are sent relative to the scheduled start time of the activity. If the activity is rescheduled, the reminder timing updates automatically.
- Members may receive reminders by SMS, email, or both, depending on how the template is configured and what contact information is available for the member.
Configuring Reminders on an Activity Template
To use automated reminders, an admin or authorized user must configure them on the activity template.
- Start by going to the Templates section from the left green sidebar and opening the Activity Templates tab. Create a new activity template or edit an existing one.
- In the reminder settings, enable reminders and choose how far in advance the reminder should be sent. You can select the delivery method and enter the reminder message text that members will receive.
Once the template is saved, all future activities scheduled using that template will automatically send reminders. No additional setup is required at the time of scheduling.
What Members Experience
Members receive a reminder before their scheduled activity based on the template configuration. The reminder includes the message text your organization defined and is delivered by SMS, email, or both. This helps members remember upcoming appointments and prepares them for the interaction.
Best Practices for Using Automated Reminders
Automated reminders work best for activities that require the member to be present or prepared, such as in-person visits, phone calls, or scheduled follow-ups.
Many organizations choose to send reminders one day before and again shortly before the activity, depending on the program’s needs. The reminder message should be clear, simple, and include any important instructions.
If you are unsure which activities should include reminders or how to configure them, your Customer Success Manager can help you determine best practices for your workflows.