Set up SMS reminders (payments, birthdays, meetings)
Create early + due-date payment and appointment reminders, send monthly or one time, and pause anytime — collect fees without calling members by hand.
For Operations, finance, churches, schools, clinics, susu groups
- 1
Open Reminders
Sign in and go to Dashboard → Reminders → New reminder. You need an approved Sender ID and SMS credits in your wallet.
- 2
Choose the type and name
Pick Payment, Birthday, Meeting, Holiday, or Custom. Name it clearly — for example “Gold payment” or “March PTA meeting”.
- 3
Pick who gets the SMS
Send to a contact group, all contacts, or paste phone numbers. Valid numbers become green cards. Choose your Sender ID and country pricing.
- 4
Set the schedule
Choose One time or Every month. Set the due date and time. Optionally turn on an early reminder (e.g. 3 days before) for payment and meeting nudges.
- 5
Write the messages and save
Edit the early message (if enabled) and the due-date message. Use {name} to personalize. Review the summary, then Save reminder. Pause or cancel later from the Reminders list.
Notes
- Monthly reminders keep scheduling the next run after each send until you pause or cancel.
- Promotional greetings need consent; payment and appointment reminders should stay factual and use an approved Sender ID.