video1.0<iframe src="https://www.loom.com/embed/234e60aee08f44ea8bf1e7fd2cdc28d8" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/234e60aee08f44ea8bf1e7fd2cdc28d8-a3a1c5c6cc2cb643.gif182.182This Loom explains how to customize client reminder schedules for practice schedule communications. It shows admins how to go to the Client Close page, select Portal, and use Add Custom Schedule under Portal Settings to choose weekly or monthly reminders, including day and time, for email and text. The custom schedule replaces the practice schedule for that client and can be saved as up to two schedules per client, with one schedule covering both email and text if both are enabled. For related clients, a contact attached to multiple clients will follow each client schedule, which may trigger a warning about receiving multiple reminders, though nothing is broken. The feature is in public beta and requires an admin to enable beta features.