How to see SIP dues and send reminders
To remind clients about SIPs in Rabbit Invest, look at Reminders on Home and tap SIPs Due. You will see every SIP due in the next 7 days. Tap Send Reminder to message the client. Missed SIPs have their own list, which you can download as Excel or PDF.
Steps
Reminders sit on Home
No need to go looking.
Tap SIPs Due
The list of upcoming SIPs opens.
See every SIP due in the next 7 days
Client, fund, amount and date.
Tap Send Reminder
The client is reminded in seconds.
Check Missed SIPs
A separate list, with Excel and PDF download.
If something does not work
Can reminders go out on their own?
Yes. Automated reminders can be set up in Communication Hub. See the guide on sending and scheduling messages.
