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

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# Service reminders

> Set up inspection and maintenance reminders by time or mileage, register them on orders and send a WhatsApp notice to the customer.

**Reminders** notify the customer when it is time to come back, for example an inspection every 6 months or every 10,000 km.

## When to use

To retain workshop customers and recurring services without depending on remembering each one.

## Before you start

* Orders module in the plan.
* An approved WhatsApp message template, if you want the automatic notice (see [Message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md)).
* An active WhatsApp channel (see [Official WhatsApp](https://docs.notfy.ai/en/configuracoes/integracao-whatsapp-oficial.md)).

## Step 1: create the reminder type

**1. Open Management > Orders > Reminders**

The screen shows the list of reminder types.

**2. Click New reminder**

Fill in **Reminder name** and, if you want, **Description**.

**3. Define the trigger**

In **Trigger by**, choose **By deadline (days)**, **By mileage** or **Deadline and mileage**. Enter **Interval in days** and/or **Interval in kilometers** (the fields appear according to the choice).

**4. Define the notice**

**Notify in advance (days)** says how many days before the due date the notice goes out (default 7). In **WhatsApp Template (auto notice)**, choose the template sent when the deadline arrives.

**5. Save**

Keep **Active** on. The list shows **Name**, **Type**, **Interval (days)**, **Interval (km)**, **Advance notice** and **Active**.

## Step 2: register the reminder on an order

**1. Open the order**

On the customer's order, go to the **Reminders** tab.

**2. Click Register reminder**

Choose the **Reminder type**, the **Date performed**, the **Current mileage** and **Observations**.

**3. Check the due date**

The table shows **Reminder**, **Performed on**, **Next due date** and **Notice sent**. The due date is the date performed plus the interval in days. For types with kilometers, the next mileage is recorded as well.

## How the notice is sent

Every morning Notfy looks for reminders not yet notified whose due date has arrived within the advance notice period and sends the WhatsApp template to the customer. When the notice goes out, the **Notice sent** column is marked. If the customer has no phone or there is no active channel, the notice is not sent.

> [!WARNING]
>
> The automatic notice fires by **date**. Reminders by mileage only record the next kilometer, but do not generate notices on their own. To ensure contact, also enter an **Interval in days** (use **Deadline and mileage**).

> [!NOTE]
>
> Today the reminder is registered manually in the **Reminders** tab of the order. Completing the order does not create reminders automatically.

## Frequently asked questions

> [accordion] Which message does the customer receive?
>
> The one from the **WhatsApp Template (auto notice)** chosen in the reminder type. For messages initiated by the company, WhatsApp requires approved templates.

> [accordion] Can I deactivate a reminder?
>
> Yes. Turn off **Active** on the reminder type; it stops appearing when registering new ones.

> [card] [Orders](https://docs.notfy.ai/en/operacao/ordens.md)
>
> Where reminders are registered.

> [card] [Message templates](https://docs.notfy.ai/en/cadastros/modelos-mensagem.md)
>
> Create the notice template.


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