7 days before
Useful when the customer may need time to gather information, compare options, schedule service, prepare payment, or contact an organization before the important date.
Reminder Guide
Choose how and when EaseRecord reminds you.
Each eligible record can use email, text message, both channels, or no reminder. This guide explains timing, recurring dates, plan allowances, and the conditions required for delivery.
Reminder timing
2 days before
Useful when the customer wants a reminder closer to the due, renewal, expiration, or maintenance date.
Each record uses one timing selection: either 7 days before or 2 days before. EaseRecord does not currently send both timing reminders for the same record occurrence.
Email, text, both, or none
Sends the reminder to the email address registered with the customer’s EaseRecord account. Email reminders are available worldwide on eligible plans.
Text message
Sends one SMS reminder to a verified United States mobile number. Text consent and an eligible plan with remaining monthly allowance are required.
Both
Attempts one email and one text reminder for the same record occurrence. The text counts as one message against the monthly SMS allowance.
None
Keeps the record organized without scheduling an email or text reminder.
One-time and recurring records
One time
The important date remains unchanged after it passes. No future reminder is created unless the customer edits the record and chooses a new date.
Monthly
After the date passes, an active record advances to its next monthly date and becomes eligible for the selected reminder again.
Yearly
After the date passes, an active record advances to its next yearly date and becomes eligible for the selected reminder again.
Recurring reminders continue until the customer stops them
Monthly and Yearly records do not have a separate end date. They continue advancing while the record remains active and unarchived. To stop future reminders, change the recurrence, turn off the record, archive it, or delete it.
Monthly text-message allowances
Reminder Plus
50
text reminders per month
Unlimited
100
text reminders per month
Each successfully submitted SMS reminder counts as one message. Selecting Both uses one text from the allowance and also attempts the email reminder.
When the monthly allowance has been reached, EaseRecord does not charge an automatic SMS overage. Additional text reminders are not sent after the allowance is reached. Future eligible text reminders resume when a new monthly allowance becomes available. If Both was selected, the eligible email reminder can still be sent.
Unused text-message allowances do not roll into a future month.
Conditions required for a reminder
- ✓ The record must be active and not archived.
- ✓ The important date must match the selected 2-day or 7-day window.
- ✓ The customer’s current plan must support the selected channel.
- ✓ Email reminders require a usable registered email address.
- ✓ Text reminders require a verified U.S. mobile number and active consent.
- ✓ Text reminders require remaining monthly SMS allowance.
Duplicate protection
EaseRecord records which important date was last processed for a reminder. Running the scheduled reminder command again for that same record occurrence does not intentionally send the same reminder twice.
Delivery is not guaranteed
EaseRecord submits eligible reminders through its email or messaging provider, but delivery can be delayed or blocked by receiving providers, carriers, spam filtering, device settings, outages, incorrect contact information, or other conditions outside EaseRecord’s control.
Choose the reminder that fits each record.
Use an earlier notice when preparation takes time and a closer notice when the date only needs a final prompt.
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