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Reminder Schedules

Introduction​

This guide explains how to use the Reminder Schedules page in My Home Plan to automate sending payment reminders relative to installment due dates.

Accessing the Page​

  1. From the left sidebar, go to Reminders.
  2. Click Reminder Schedules to open the scheduling view.

Navigating the Page​

  • Breadcrumbs: Shows Reminders / Reminders Schedules.
  • Toolbar: Button + Add Reminder Schedule to create a new rule.
  • Schedules Table:
    • Offset Amount – Number of days to wait before/after a due date.
    • Offset Direction – BEFORE or AFTER the due date.
    • Reminder Type – Channel used (e.g., WhatsApp).
    • Status – active or inactive.
    • Actions – Edit or Delete a schedule.
  • Loading Indicator: Spinner while data loads or actions are processing.
  • Confirmations: A confirmation dialog appears before deleting a schedule.
  • Error Banner: A red alert appears at the top if an operation fails.

Key Features​

  • Automated Triggers: Schedules define when reminders are sent relative to installment due dates.
  • Multiple Channels: Currently supports WhatsApp (with room for email/SMS/push as needed).
  • Fine-Grained Control: Activate/deactivate schedules without deleting them.
  • Safe Deletes: Deletions require confirmation.

Creating or Editing a Schedule​

  1. Click + Add Reminder Schedule (or Edit on an existing row).
  2. In the modal:
    • Delay (days after due date): Enter an integer greater than 0.
    • Channel: Select the reminder channel (e.g., WhatsApp).
    • Status (edit only): Set to Active to enable the rule or Inactive to pause it.
  3. Click Save Reminder.

How Offsets Work​

  • Offset Amount is the number of days used with the Offset Direction to time the reminder relative to the installment due date.
  • Examples:
    • 3 BEFORE → Reminder goes out 3 days before the due date.
    • 5 AFTER → Reminder goes out 5 days after the due date (for overdue nudges).

Note: In the current UI, the create dialog focuses on "days after due date"; when editing, you can toggle status. Direction may appear as capitalized (BEFORE, AFTER) in the table.

Common Tasks​

  1. Add a pre‑due reminder (e.g., 3 days before):
    • Add schedule → set Offset Amount to 3, Offset Direction to BEFORE, choose WhatsApp, save.
  2. Add an overdue follow‑up (e.g., 5 days after):
    • Add schedule → set Offset Amount to 5, Offset Direction to AFTER, choose WhatsApp, save.
  3. Pause a rule temporarily:
    • Click Edit → set Status to Inactive → Save Reminder.
  4. Delete an obsolete rule:
    • Click Delete → confirm in the dialog.

Troubleshooting​

  • “Offset amount must be greater than 0”: Enter a positive number in the Delay field.
  • I don’t see my new schedule: Wait a moment; the list refreshes after save. If not, reload the page.
  • Can’t delete: Confirm the dialog and ensure you have the required permissions.
  • Channel options are limited: Only channels enabled by your organization are shown.

Contact Support​