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FeaturesBeginner8 min

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. 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. 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. 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. 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. 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.

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