Setup CLE Plan Deadline Reminders

Task

This article lists the steps needed to turn on and manage a CLE Plan Deadline Reminders.

Steps

1. In CLESite, from the home page, Select a Plan.

2. Select, Edit. 

3. To turn the Deadline Reminders on, select the switch, Send Deadline Reminders.

4. To edit the default Deadline Reminders template, select the switch, Customize Deadline Reminders, then select, edit. 

5. To edit the default Deadline Reminder schedule, select the switch, Customize Deadline Reminder Schedule, then select, edit. For example, the reminders can go out every 30 days at 9 A.M.

6. Select, Save Plan.