What you can change
On a paid plan, a record can get an email 90, 60, 30, 7 and 1 days before its expiration date. Each of those days can be switched on or off, as a default for the workspace or for one record.
The email on the expiration day and the follow-ups 1, 7 and 30 days after it have no switch. A paid plan always sends them. How reminder emails work covers the full schedule.
Change the default schedule
- Open Settings and find Default reminder schedule.
- Choose Edit schedule.
- Tick the days you want and untick the rest.
- Choose Save changes.
The default applies to records you add or import from then on. Records already in your ledger keep the days they have.
Change one record's days
- Open the record and choose Edit.
- Under Reminders, choose Customize if the day boxes are not already showing.
- Tick the days you want for this record.
- Choose Save changes.
To go back, choose Use workspace default in the same place. When you add a new record, the same picker opens from Change in the form's reminders box.
You can untick every day. The record then gets only the email on its expiration day and the follow-ups.
On the free plan
The free plan sends one email per record, 30 days before it expires. The record form shows no day picker on the free plan, or while a failed payment is open.
Records that don't expire
A record marked as not expiring gets no reminder emails, so its form shows no day picker either.