> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Reminders

> Set one-time and recurring reminders for follow-ups, payments, and operational tasks

export const AriMention = () => <span className="slack-mention">@Ari</span>;

export const AriMessage = ({children, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: "transparent"
}}>
      <img src="/logo/ari/ledgerup-favicon.svg" alt="Ari" />
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">Ari</span>
      <span className="slack-app-badge">APP</span>
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
  </div>;

export const SlackMessage = ({children, name = "Bailey", initials = "B", color = "#611f69", avatar = "/images/bailey-avatar.png", app = false, time = "2:47 PM"}) => <div className="slack-msg not-prose">
    <div className="slack-avatar" style={{
  backgroundColor: avatar ? "transparent" : color
}}>
      {avatar ? <img src={avatar} alt={name} /> : initials}
    </div>
    <div className="slack-msg-body">
      <span className="slack-name">{name}</span>
      {app ? <span className="slack-app-badge">APP</span> : null}
      <span className="slack-time">{time}</span>
      <div className="slack-text">{children}</div>
    </div>
    <div className="slack-actions">
      <button type="button" className="slack-action-btn" aria-label="Copy message" title="Copy message" onClick={e => {
  const msg = e.currentTarget.closest(".slack-msg");
  const el = msg && msg.querySelector(".slack-text");
  if (el && navigator.clipboard) {
    navigator.clipboard.writeText(el.innerText);
    const btn = e.currentTarget;
    const prev = btn.innerHTML;
    btn.innerHTML = '<svg viewBox="0 0 24 24" fill="none" stroke="#2AD48A" stroke-width="2.5" stroke-linecap="round" stroke-linejoin="round"><polyline points="20 6 9 17 4 12"/></svg>';
    setTimeout(() => {
      btn.innerHTML = prev;
    }, 1200);
  }
}}>
        <svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
          <rect x="9" y="9" width="13" height="13" rx="2" ry="2" />
          <path d="M5 15H4a2 2 0 0 1-2-2V4a2 2 0 0 1 2-2h9a2 2 0 0 1 2 2v1" />
        </svg>
      </button>
    </div>
  </div>;

Reminders keep your team on track or have Ari perform a task in the future without you having to remind him.

Ensure nothing falls through the cracks. Ari lets you set one-time reminders for immediate needs and recurring reminders for ongoing tasks. Use them for payment follow-ups, contract renewals, customer check-ins, or any operational task that needs a regular nudge.

## One-Time Reminders

Set a reminder for a specific action on a specific date.

<Steps>
  <Step title="Decide the task">
    Choose what you need to remember
  </Step>

  <Step title="Set the date">
    Specify when you want to be reminded
  </Step>

  <Step title="Configure delivery">
    Ari can remind you in Slack at a specific time
  </Step>

  <Step title="Confirm">
    Ari confirms the reminder is set
  </Step>

  <Step title="Cancel">
    Ari can cancel any reminder you have set
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> remind me to follow up with Acme Corp about their invoice on February 28</SlackMessage>

<SlackMessage><AriMention /> remind me to check on TechStart Inc's payment tomorrow at 10 AM</SlackMessage>

<SlackMessage><AriMention /> remind me to send an invoice to Global Systems LLC on March 1</SlackMessage>

<SlackMessage><AriMention /> set a reminder to review ProjectCo's contract renewal on April 15</SlackMessage>

<Tip>
  Be specific about what you need to do. "Follow up about invoice" is better than just "Follow up" because it gives context when the reminder arrives.
</Tip>

## Recurring Reminders

Set up reminders that repeat on a schedule: daily, weekly, monthly, or custom intervals.

<Steps>
  <Step title="Define the task">
    What will you do repeatedly?
  </Step>

  <Step title="Set frequency">
    Choose how often you need to be reminded
  </Step>

  <Step title="Choose start date">
    When should the first reminder be?
  </Step>

  <Step title="Optional: End date">
    Set an end date if the recurring task has a natural conclusion
  </Step>

  <Step title="Confirm setup">
    Ari confirms the recurring reminder is active
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> remind me every Monday morning at 9 AM to review overdue invoices</SlackMessage>

<SlackMessage><AriMention /> set a daily reminder to check if new payments came in (weekdays only)</SlackMessage>

<SlackMessage><AriMention /> remind me on the 1st of each month to reconcile payments</SlackMessage>

<SlackMessage><AriMention /> remind me every other week to check in with our largest customers</SlackMessage>

## Payment Follow-Up Reminders

Set up reminders to follow up with customers about outstanding payments.

<Tip>
  These reminders are separate from automated payment collection reminders. Use these for manual follow-up conversations.
</Tip>

### Example Commands

<SlackMessage><AriMention /> remind me to follow up with Acme Corp about their {"$"}5,000 overdue invoice on March 1</SlackMessage>

<SlackMessage><AriMention /> remind me to call our top 5 customers with overdue balances next Thursday</SlackMessage>

<SlackMessage><AriMention /> set a reminder to escalate TechStart Inc's collection if they don't pay by March 15</SlackMessage>

## Contract and Renewal Reminders

Never miss a contract renewal or important date.

<SlackMessage><AriMention /> remind me 60 days before Global Systems LLC's contract renews</SlackMessage>

<SlackMessage><AriMention /> set a reminder to send renewal proposal to Acme Corp on May 1</SlackMessage>

<SlackMessage><AriMention /> remind me to negotiate pricing with TechStart Inc before their contract renews on June 30</SlackMessage>

<Note>
  For contract renewals, set a reminder at least 60 days before expiration to give you time for negotiations.
</Note>

## Operational Task Reminders

Use Ari for any operational task that needs a regular reminder.

<SlackMessage><AriMention /> remind me to check in with our 10 newest customers every 2 weeks</SlackMessage>

<SlackMessage><AriMention /> remind me to review financial metrics every Friday at 2 PM</SlackMessage>

<SlackMessage><AriMention /> set a monthly reminder to audit invoices for accuracy (every last Friday)</SlackMessage>

<SlackMessage><AriMention /> remind the team to update customer health scores every other Monday</SlackMessage>

<SlackMessage><AriMention /> tell me every Friday at 2 pm what our latest AR Aging is</SlackMessage>

## Managing Reminders

View, edit, and cancel reminders as your needs change.

### Example Commands

<SlackMessage><AriMention /> show me all my active reminders</SlackMessage>

<SlackMessage><AriMention /> show details for the reminder about Acme Corp</SlackMessage>

<SlackMessage><AriMention /> change the reminder about TechStart Inc to next Friday instead of tomorrow</SlackMessage>

<SlackMessage><AriMention /> cancel the reminder about ProjectCo renewal</SlackMessage>

## Reminder Delivery Options

Choose how you want to be reminded.

<AccordionGroup>
  <Accordion title="Slack Direct Message">
    Ari sends you a direct message in Slack with the reminder. This is the default.
  </Accordion>

  <Accordion title="Slack Channel Message">
    Ari can post the reminder in a specific channel so your team sees it.
  </Accordion>

  <Accordion title="Custom Time">
    Specify the exact time you want to be reminded (default is 9 AM in your timezone).
  </Accordion>
</AccordionGroup>

### Setting Delivery Preferences

<SlackMessage><AriMention /> remind me about Acme Corp follow-up in the #sales channel, not direct message</SlackMessage>

<SlackMessage><AriMention /> send collection reminders to both Slack and email</SlackMessage>

<SlackMessage><AriMention /> remind me at 5 PM instead of the default time</SlackMessage>

## Team Reminders

Set reminders that notify your whole team, not just you.

<Steps>
  <Step title="Identify the task">
    What should the team remember?
  </Step>

  <Step title="Choose channel">
    Pick the Slack channel where the reminder should post
  </Step>

  <Step title="Set frequency">
    One-time or recurring?
  </Step>

  <Step title="Confirm">
    Ari confirms team reminders are set
  </Step>
</Steps>

### Example Commands

<SlackMessage><AriMention /> remind the #finance team every Monday at 10 AM to review outstanding invoices</SlackMessage>

<SlackMessage><AriMention /> post a reminder to #sales every Friday: "Have you checked in with your assigned accounts this week?"</SlackMessage>

## Reminder Context

Include relevant details in reminders so your team has everything they need.

<Tip>
  Include customer names, amounts, or action items in your reminder text so the context is clear when the reminder arrives.
</Tip>

<SlackMessage><AriMention /> remind me: "Follow up with Acme Corp - they promised {"$"}5,000 payment by Friday" on Friday at 4 PM</SlackMessage>

<SlackMessage><AriMention /> set recurring reminder every month: "Reconcile payments for the previous month" on the 1st at 9 AM</SlackMessage>

## Snoozing Reminders

When a reminder arrives, you can snooze it if you're not ready to act on it yet.

<AriMessage>Do you need more time? I can snooze this reminder until a time you choose.</AriMessage>

Reply with a duration ("snooze until Monday at 9 AM") and Ari reschedules it.

## Best Practices

* **Be specific**: Include customer names, amounts, and action items in your reminder text
* **Set appropriate intervals**: Weekly for collections, monthly for contract reviews, ad-hoc for one-time tasks
* **Lead time on renewals**: Set contract renewal reminders 60-90 days in advance
* **Team visibility**: Use channel reminders for shared responsibilities so nothing is missed
* **Regular review**: Each Friday, review your active reminders and adjust as needed
* **Clear completed tasks**: When you complete a task, cancel the reminder so it doesn't keep firing
* **Link to Ari actions**: When possible, mention invoice numbers or customer IDs so you can take action directly in Ari

## Integration with Other Features

Reminders complement your full AR workflow:

* **Collections**: Set reminders to follow up with customers about payments
* **Invoicing**: Remind yourself to send pending invoices
* **Contracts**: Set renewal reminders to renegotiate terms
* **Subscriptions**: Remind yourself to review paused subscriptions
* **Reconciliation**: Monthly reminders to complete payment reconciliation