ImmiPractice follows up automatically in five places: unsigned retainer agreements (reminders at the interval you choose, up to a maximum, then expiry), client appointment reminders, task reminders at an exact time plus a daily due-soon email, scheduled callbacks in the Calling queue, and birthday and visa-expiry emails. Each is configured once and then runs without staff having to remember.
- Agreement reminders have three settings: interval, maximum reminders and link validity.
- Expired signing links appear on the Agreements dashboard and can be resent or superseded.
- Tasks marked as reminders alert by email and in-app popup at the exact time.
- Appointment reminder timing is set once in Calendar → Settings.
What can ImmiPractice follow up automatically?
| Follow-up | Who sets it up | Where |
|---|---|---|
| Unsigned agreement reminders and link expiry | Business Admin or Branch Manager | Agreement Automation |
| Client appointment reminders | Business Admin | Calendar → Settings |
| Task reminders | Whoever creates the task | Tasks |
| Scheduled callbacks | Calling Team | Calling queue |
| Birthday and visa-expiry emails | Business Admin | Marketing Automations |
Remind clients to sign their agreement
- Open Agreement Automation in the sidebar.
- Turn reminders on.
- Set the interval — how many days between reminders.
- Set the maximum number of reminders per agreement.
- Set link validity — how many days a signing link stays valid.
- Save. Clients who have not signed receive a follow-up email with a fresh link, spaced by your interval, until they sign or the maximum is reached.
Links that pass their deadline are marked Expired on the Agreements dashboard, where you can resend or supersede them. Every reminder and every expiry is written to the agreement’s audit trail.
Remind clients about appointments
- Open Calendar → Settings (Business Admin).
- Set the reminder lead time — how many hours before the appointment the client is reminded.
- Save. Clients with a confirmed appointment receive an email reminder ahead of time.
Remind your team about tasks
- Create or assign a task with a due date.
- Mark it as a reminder if it must happen at a specific time.
- Choose “remind me before” if you want an advance alert as well.
A task marked as a reminder triggers an email and an in-app popup at its exact time and again at the advance you chose. Ordinary tasks are included in a daily “due soon” email instead.
Callbacks and long-term follow-ups
- Calling queue. When a caller schedules a callback, that lead rises to the top of the queue when it is due.
- Visa expiry and birthdays. Former clients receive reminders at the intervals you set. See email automations and campaigns.
Related help
Read automatic signing reminders, tasks and reminders and how to automate client follow-ups, or see agreements and e-signatures on immipractice.com.