# Setting up automatic reminders

> Let CoreHue remind clients about upcoming sessions, unpaid invoices and unsigned contracts automatically, so you stop chasing by hand. Plus and Pro.

Source: https://help.corehue.co/docs/account/automatic-reminders/

Set up automatic reminders under **Settings → Reminders** for upcoming bookings, unpaid invoices and unanswered documents. CoreHue stops sending the relevant reminders once the client pays, signs or submits their answers.

> **Available on Plus and Pro**
Automatic and manual reminders are included on the Plus and Pro plans. See [CoreHue plans](/docs/plans-and-billing/corehue-plans).

## Turning on the recommended set

New accounts start with a sensible set of reminders already on. If yours aren't set up, a **Turn on recommended reminders** card sits at the top of the page.

1. Go to **Settings → Reminders**.
2. Choose **Turn on reminders** on the card.

That switches on reminders 3 days before and on the day of a booking; 7 days before an invoice is due, on the due date, and 3 and 7 days after; and 3 and 7 days after a document is sent, plus 1 day before its deadline. You can adjust any of it afterwards, or close the card with the X if you'd rather set your own.

## Choosing your own timings

Each group has a switch, and under it the timings you can tick. Changes wait in a save bar until you save.

### Booking reminders

"Send automatic reminders before a confirmed booking." Pick from **7 days before**, **3 days before**, **1 day before** and **Day of booking**. They're the easiest way to cut down on no-shows and late arrivals. See [Booking confirmation and reminder emails](/docs/online-booking/booking-emails).

### Invoice reminders

"Send reminders while an invoice has an outstanding balance." Pick from **7 days before due**, **On the due date**, **3 days after due**, **7 days after due** and **14 days after due**. On a payment schedule, reminders follow the payment that's currently due. See [Automatic invoice reminders](/docs/invoices/invoice-reminders).

### Document reminders

"Send reminders after documents are sent and before they expire or close." **Proposals**, **Contracts** and **Questionnaires** each have their own switch and two columns:

- **After sending**: 3, 7, 14, 21 or 30 days
- **Before expiry** (proposals and contracts) or **Before close date** (questionnaires): 7, 3 or 1 day

The second column only works when the document has a date to count back from, which CoreHue notes on each section. See [Reminding clients about unanswered documents](/docs/questionnaires/document-reminders).

## They stop on their own

A reminder stops as soon as the thing it's chasing is done. Paid invoices, signed contracts, answered questionnaires and cancelled bookings all drop out. Nobody who has already acted gets nagged.

## No date, no reminder

Invoice reminders need a **due date**, and "before" document reminders need an **expiry** or **close date**. An invoice without a due date is never overdue, so it's never chased. That's the most common reason reminders seem not to work.

## Pausing or sending one yourself

On an individual booking, invoice, proposal, contract or questionnaire, you can **Pause** its reminders (and **Resume** them later) if you've already spoken to the client another way. **Send reminder** sends one straight away, for when a situation needs a nudge now.

## On the Free plan

The **Reminders** tab is hidden on Free and nothing is sent, though your settings are kept. Choosing **Send reminder** opens **Send reminders**, which explains the upgrade. Upgrade and your reminders pick up where they left off.

## Frequently asked questions

### Will clients get reminded after they've paid?

No. CoreHue invoice reminders stop the moment the balance is paid, and document reminders stop once the client signs, accepts or submits.

### Why didn't my invoice reminder go out?

Check that the invoice has a due date, that you're on Plus or Pro, that **Invoice reminders** is on with at least one timing ticked, and that reminders aren't paused on that invoice.

### What's the difference between reminders and notifications?

Reminders are emails CoreHue sends to your clients, set under **Settings → Reminders**. Notifications go to you, set under **Settings → Notifications**. See [Choosing which notifications you get](/docs/account/notification-emails).