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      How to use payment reminders

      Take the Stress Out of Payment Chasing

       

      Set up automated reminders so couples stay on track and you get paid without the heavy lifting.

      Keeping track of wedding payments can be tricky, especially when you're managing lots of couples. That’s why we’ve introduced Payment Reminders in Couples Manager. 

      Now you can automate friendly, timely reminders to your booked couples, helping them stay on top of their timelines and taking the pressure off you.

      How to Set Up Payment Reminders in Couples Manager in 3 Simple Steps

      🎥 Watch our short walkthrough video below to see how it works:

       

      • Start with your template ✍️

      Before you schedule reminders, we recommend creating a template to keep things consistent and stress-free.

      1. In Couples Manager, head to your Settings


      2. Scroll down to Payment Reminder Template

      3. Click Add, give your template a title, write your message, and select the date you want the reminder to be sent out.
      4. You can also change the reminder date, this will allow you to specify when you would like the reminder to be sent out, relative to the payment due date.

      💡 Top tip: Use smart variables (like the couple's name or wedding date) to personalise your messages. These will pre-fill automatically when the reminder is sent.

      ✨ Friendly, personal messages = higher response rates!

      2. Find your booked couples 💍

      To send reminders, first locate your booked couples. You can do this in four ways:

      • Using the filters at the top

      • Using the stage column

      • Switching to Pipeline View

      • Searching manually for couples marked as Booked

      3. Set up the reminder 📬

      Once you’ve selected a booked couple:

      1. Open their conversation view

      2. Click Set up a payment reminder

      3. Add the wedding date (if the couple hasn’t already)

      4. Fill in the payment reminder details

      5. Hit Schedule – and that’s it!  The reminder will be sent automatically on the date you selected.

      💡 No more chasing, no more awkward follow-ups…just smoother planning and peace of mind.

      3. How to manage reminders 📬

      If you'd like to edit, or remove reminders, 

      1. Head over to the couple you would like to edit, on Couples Manager
      2. On the left column, go to Payment reminders and then Manage payment reminders

      3. This will now allow you to view, edit or delete your Payment reminders for this couple!

      Want a full refresher?

      📽️ Watch our Couples Manager demo video here for an overview of how to manage your leads and bookings efficiently.

       

      We hope this new feature helps streamline your communication and makes planning even smoother. If you need any help, feel free to reach out to the team here.

      👉 Access Couples Manager here


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