Reminding Clients of their Dialogues
Reminding clients to complete their dialogues is simple:
- You can set up automatic weekly reminders. The system will send reminders for up to two months or until the client completes the dialogue.
- Alternatively, you can manually remind clients to complete an unfinished dialogue (see below).
Step 1: Log in to the BQ Portal
If you are not already logged in, click here to sign in with your credentials.
Step 2: Select a client
Select a client from the client list.
To find a specific client, enter their first and/or last name in the search box at the top left.
To select a client, click on the row displaying the client’s name.
You will be redirected to a preview of their dashboard.
Step 3: Select how to remind the client
On their dashboard, click “Send reminder”.
On the dialogue management page, you have several options to remind your client.
Use any of the three green buttons to re-send the dialogue invitation. For more details, refer to the explanations next to each button.
Alternatively, you can adjust automatic reminder settings by clicking “Set automatic reminders”.
Next, enable the Automatic Dialogue Reminder by switching it from OFF to ON. Keep in mind that reminders are only sent for up to two months after the dialogue is created.
