video1.0<iframe src="https://www.loom.com/embed/f94c03ef4bac459384429445cd35bb09" frameborder="0" width="4096" height="3072" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>30724096Loomhttps://www.loom.com30724096https://cdn.loom.com/sessions/thumbnails/f94c03ef4bac459384429445cd35bb09-d8ec9a033fc6e22e.gif172.084In this video, I walk you through setting up service reminders through our automation system. I explain how to choose the right frequency, such as daily for immediate reminders or weekly for larger batches. I also cover the importance of the Reminder for and Due By fields to target upcoming or overdue services effectively. Lastly, I emphasize the need to set the Exclude Reminder Within the Last field correctly to manage reminder frequency. Please ensure the Is Active checkbox is checked before saving your automation.