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Planning Center Help

Set up reminder emails

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Set up automatic reminder emails to go out up to seven days before your team's scheduled times. You can manage separate reminder email settings for each of your plan times.

  • Reminders are sent from the "Replies to" person designated on the team settings page:

  • Reminders are sent only to confirmed and unconfirmed team members. Declined team members do not receive reminder emails.

  • Reminder emails are sent at 10 a.m. local time on the scheduled day, even if other emails have not been sent yet. If a reminder goes out before the scheduling email, the team member can access the plan and respond.

  • You can customize reminder emails by adding information to the plan notes. Any plan notes assigned to a team are included in that team's reminder email.  

Important

If a team member has a prepared notification status on a plan (which keeps them in a "penciled-in" state), it will be cleared when the automatic reminder email is sent, even if the initial scheduling email hasn't been sent.

What's included in reminder emails?

All reminder emails include the following information:

  • Any plan items where the recipient is assigned as a leader

  • All plan notes to which the recipient's team is assigned

  • All times to which a team member is scheduled

  • A link to view the plan

  • If the recipient is unconfirmed, they'll see the option to Accept or Decline the request in the reminder email

Edit reminders for specific teams

You can adjust the reminder settings for your teams when adding or editing times.

Important

Any reminders scheduled to be sent on the same day will be condensed into one reminder notification so that people assigned to more than one team won't receive a separate notification for each team.

Disable reminders

To disable reminders for specific teams, edit the time and change the reminder settings for the team to No Reminder.

You can also disable reminder emails for all the teams in a plan by following the steps below on a web browser.

  1. Select the Plans page from the top navigation.

  2. If you have multiple folders, select the folder that contains the service type you're working with.

  3. Select a plan from the service type you're working with.

  4. Select the dropdown arrow next to the Times section of a plan.

  5. Check the Disable Reminders box from the dropdown.

  6. To disable reminders for all future plans, select Yes, update all in the popup.

    To disable reminders for this specific plan, select No, only this one.