Manage application email reminders

Cledara allows you to set up automated email notifications for yourself or your team. These reminders help you stay ahead of subscription renewals, trial expirations, and contract milestones.

   Create email reminders
   View email reminders

Create email reminders

Application Owners and Admins can add the reminder to an application by following these steps:

1. From the Applications tab, click into the application you wish to manage.
2. In the Overview tab, locate Subscription details and click Edit.
3. In the Edit application details pop-up, toggle on the Reminder checkbox.

4. Additional fields will become available, where you have the option to set up a one-off or regular email reminder. You can also select a reminder date, recipient(s), and customise a message to appear in the email reminder:

   

5. Click Save Changes to confirm your email reminder configuration.

View email reminders

Admins and Finance users can view the reminders across all applications, while Application Owners can see the reminders set up for the applications they own.

To see which applications have active reminders directly:

1. Go to the Applications tab.
2. Click the Edit columns button to customise your application view.
3. Under the General section, select the Reminder field to add it to your view.
4. You can now see which subscriptions have reminders set up without clicking into each individual application. 

5. Click on the date to see the details of the reminder: