Frequently Asked Questions (FAQs)

Who gets a reminder email?


Every reminder carries a Notify field, and that field decides who is emailed.

Who gets notified

When you create or edit a reminder inside an organisation, set Notify to one of three options:

  • No one - the reminder is saved, but nobody receives an email.
  • All members - everyone in the organisation receives it.
  • Specific people - only the people you choose receive it.

Everyone on that list receives the reminder email when the due date is reached. Delivery is by email only.

Keeping the list current

The Notify list is yours to maintain. If the people who should be told change, open the reminder and update the field.

When someone leaves the organisation

The reminder itself doesn't move or disappear - it stays on the same date, owned by the same organisation. Only the delivery list changes:

  • All members follows the organisation, so someone who leaves stops receiving the reminder and someone who joins starts.
  • Specific people is checked against current membership at the moment the email goes out, so a name left on the list after that person leaves is skipped rather than emailed.

A reminder is never reassigned to anyone else when its creator or one of its recipients leaves. If the reminder still matters to the team, open it and add someone who is still there.

For the full set-up steps, see Set reminders for key contract dates.

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