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Satago Customer Support
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  • Getting Started
  • Credit Control
    • Setting Up
      • Credit Control Set Up Guide - User Manual for Credit Control
      • What is a Snippet?
      • How do i remove the View Invoice link from Statements and Grouped Reminders?
      • How can I remove links to invoices in the reminder emails?
      • How can i remove links to invoices in the statement email?
      • How do i change the sender details at the end of reminder emails?
      • How to add credit notes to statements
      • How do I disable reminders for certain customers?
      • How do I disable reminders for specific invoices?
      • How do I enable automatic email reminders?
      • How do I customise my Satago email domain?
      • How do I connect my own email domain?
      • How can I change the connected mailbox to a new domain for sending emails from Satago?
      • How do I set up customer groups?
      • How else can I customise my credit control?
      • How do I customise my sending schedules?
      • How do I customise my statement templates?
      • How do I customise my reminder templates?
      • How do I update incomplete customer details?
      • How do I customise my "Thank You" emails?
      • Creating sending schedules for customers and customer groups
      • Mailbox Integration
      • Can I send automated email reminders from my own email account?
      • What happens when I turn Reminders on for the first time?
      • Can I group customers I do not wish to send reminders to?
    • Using Credit Control
    • What are Grouped Reminders and how are they different from Statements?
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How do I customise my sending schedules?
Updated Sept 03, 2024

    How do I customise my sending schedules?

    https://player.vimeo.com/video/753854142

    On the Credit Control Settings page, click on the additional settings tab to view your sending schedules. If you scroll down, you will see the default schedule. All customer groups are automatically assigned to the Satago default schedule. However, you can amend the default schedule or create a new schedule for any customer group.

    Click edit on the current schedule or click create to generate a second schedule. You'll need to give it a name and then choose your preferred sending days and times and hit create.

    To assign a new schedule to a customer group. Go back to the email template section then select the desired group, click on the pencil edit icon next to the group name. This enables you to change a sending schedule to any other schedule created in the additional settings section. Select the schedule you want to use and then click save.

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