Once you have set up your client task/request list you can send it to the client by following the steps below.
Schedule or Send your client task/request list
Click Schedule or Send at the top of the Client Section you'd like to send.
2. Select the date you want the request list to be sent to your client
3. if you prefer to send a one-time notification immediately, click Schedule or Send on the client task section > click the Send Now option > and click the button that says Send notification now.
Schedule Reminders
This feature is part of the Scale Plan. Upgrade anytime.
To schedule Reminders, click Auto-Reminders, then choose how often you want automated reminders to be sent to your client until they complete the request list.
