This feature allows you to trigger a proactive reminder to ecourage your clients to check their cash flow. You can also run a cash flow check yourself for that client by asking about it in the Ask & Train Panel. Simply follow these steps.
All actions triggered are sent to every connected user in the business. If there is an issue with sending a message, for example that there are no connected users, Aider will let you know.
- Head to the Action centre panel and select ‘Send Client Cash Flow Check’.
- An example message is displayed to show what your client will be receiving.
At this stage, there are two options of sending out the message to your client. You can either
- Schedule an automatic fortnightly reminder that is sent on the 2nd and 16th of each month.
- Send a reminder now.
This is what the message looks like in the Aider app when it is received from your clients: