Let Scheduler do the heavy lifting for you

Scheduler has been a great tool for us, particularly around automatic upcoming review reminders, 30 days prior to the client's review. I have built this out to email the client with an xplan email template, including a booking link and a merged fact find with the clients existing data and an area for the client to update and return prior to the client review meeting. Our back office team doesn't need to do anything! some great examples for advisers to automate repetitive tasks.