Reminder templates
Send tailored email and SMS reminders using customizable templates and dynamic fields.
No credit card required • 14-day free trial
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"We use OkaySend to securely share and receive documents across our team and partner clinics and it's been a major time saver."
St. Louis South Oral Surgery
No credit card required • 14-day free trial
All the features you need to accelerate workflows and keep your clients happy.
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Go to the Help Center
Or write to us at help@okaysend.com. We'll get back to you promptly.
Reminder templates are pre-designed email or SMS messages you customize and reuse to notify clients about deadlines, pending information, or document requests.
OkaySend helps you achieve faster turnaround times by automating these polite reminders for missing documents. Start by using our built-in templates, customize them as needed, and let us handle the chasing for you.
Dynamic variables or fields ensure every reminder feels personal. You can automatically pull client-specific information into each message (e.g., name, checklist outline, request's title, due date, etc.) when you customize your templates.
Absolutely. You can send email reminders from your own business domain to keep communications on-brand and improve trust and deliverability (e.g. you@yourcompany.com).
You can send automatic reminders via text message to clients globally using one of our default phone numbers. You can not, at the moment, use your own phone number unless you join us as an enterprise customer.
The phone number displayed to recipients may vary depending on the destination country's mobile network capabilities. In some countries, operators do not support international phone numbers as 'sender IDs'. In such cases, your message may appear from a short code or generic number (e.g., 20697) instead. This is normal and depends on local carrier or destination country restrictions.
You can select a phone number (sender ID) that best matches the country of your clients (recipients). For example, if you are messaging recipients in the UK, Ireland, or EEA, select a UK mobile sender number. Default is US.
Note: Sending SMS to United Kingdom from US phone numbers is NOT supported due to local carrier/legal restrictions.
Yes. You can set automated reminder schedules, including one-time, recurring, pre-deadline, or follow-up messages. We'll send them automatically so nothing falls through the cracks.
Yes. You can preview email and SMS reminders and send them to yourself to ensure formatting, variables, and links look correct.
Yes. You can track delivery, open status (for emails), and client activity. This helps you follow up only when needed.
You can send unlimited email reminders per month on all plans.
Number of SMS reminders you can send per month depend on your chosen plan. Please see our Pricing page for more info.
Yes! Both, email and SMS reminders work globally.
We support sending SMS to most countries and automatically format numbers for international delivery. You can choose from our default US, Ireland, or UK phone numbers to send SMS from.
Yes! Our reminder features are designed to comply with global standards like CAN-SPAM, GDPR, and regional SMS regulations. You control consent and unsubscribe options where required.
Please see our Privacy Policy and our Data Processing Agreement for a full list of third-party partners and links to their privacy policies.
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