You can tailor your automatic email to suit the type of reminder you wish to send. We have provided this example which is for an annual review with a financial adviser at xPert Professionals.
In this case, we are using "It's time for your annual financial health check"
"Your Financial Health Check"
"It's a great idea to review your situation every year to ensure your financial plans are working well for you.
We'd love to seeyou within the next couple of weeks. When is good for you?"
"Make a booking"
Linking to an email to xPert Professionals with the pre-filled subject "I'd love to catch up for our annual financial health check".
Do you have a question or want to speak to someone? We are here to help.