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      1. Playbook Help Center
      2. Miscellaneous

      Setting up recurring email and sms reminders for your customers

      Learn how to set up recurring email and SMS reminders for customers with detailed instructions for configuring reminders, notifications, and schedules. Enhance customer communication and engagement efficiently.

      Go to playbooksandbox8.herokuapp.com

      1. Click "Admin Tools"

      Access the administrative tools.
      Click 'Admin Tools'

      2. Click "Event Automation"

      Navigate to the event automation settings.
      Click 'Event Automation'

      3. Click "Event Reminders"

      Access the event reminders section.
      Click 'Event Reminders'

      4. Click "Create a new reminder"

      Initiate the creation of a new reminder.
      Click 'Create a new reminder'

      5. You can choose what type of announcement to send

      Proceed to the next step.
      You can choose what type of announcement to send

      6. Input your announcement to be sent

      This is what users will see

      Input your announcement to be sent

      7. Input the email you would like the announcement to be sent from

      Input the email you would like the announcement to be sent from

      8. Input the email to recieve any responses to users

      Both emails and SMS messages will be sent to this email address

      Input the email to recieve any responses to users

      9. You can choose to send notifications to all seasons/programs/clubs/rentals

      Enter details for "on".
      You can choose to send notifications to all seasons/programs/clubs/rentals

      10. You can also select specific activities to limit the announcements to

      You can also select specific activities to limit the announcements to

      11. Click here

      Proceed to the next step.
      Click here

      12. The program is now added to the announcement list

      The program is now added to the announcement list

      13. Click "Sun"

      Choose Sunday for reminders.
      Click 'Sun'

      14. Click "Sat"

      Choose Saturday for reminders.
      Click 'Sat'

      15. Click "At:"

      Proceed to the next step.
      Click 'At:'

      16. Click here

      Proceed to the next step.
      Click here

      17. Click here

      Proceed to the next step.
      Click here

      18. Click here

      Proceed to the next step.
      Click here

      19. Click "Save"

      Save the changes made.
      Click 'Save'
      This guide covered the process of configuring recurring email and SMS reminders for customers, including setting up notifications, schedules, and saving changes for effective customer communication.