Planning

Set planning deadlines and reminders

Follow up on unfinished client planning without continuing after completion.

1. Open Edit questions and settings for a form or questionnaire. Set Due date in the event timezone.
2. Choose Remind every and set Client editing cutoff. Reminders are off by default; a blank cutoff uses the event start.
3. Publish the client-visible item and confirm that the intended client is linked to the event with portal access.
4. Review the Client completion checklist. Drafts remain unfinished; final submitted or reviewed answers stop reminders. Returned answers can become due again.
5. Check Notifications or portal reminders and the eligible connected email account for delivery state. The application scheduler must be working for automatic follow-up.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.