š Overview
This article explains how to print postcard reminders for clients directly from the Reports section. Reminders for the same client are automatically grouped into a single postcard, making it easy to batch and send outreach efficiently.
š” For information on setting a client's reminder preferences, see click the button below.
šļø How to Print Reminder Postcards
From the Schedule module, click the 3 dots and select Reminders
Click Filter to display the reminders you want to print. You can print postcards for any reminder type.
Click the top box next to Due to select all the reminders and uncheck the box next to any reminder you wish to exclude
Click Actions and select Print Reminder Cards for Selected
š” The postcards will generate as a PDF in a new browser tab. Print directly from there. Reminders for the same client are automatically grouped into a single postcard.
š” You can also print reminder postcards from Reports > Communications > Reminder Detail.