Remind customers when it is time again

Renewals, filter changes, services and next visits: Nuha remembers the date after each sale and reminds you a week before, with a message ready to send.

3 min
  1. 1

    Set "Remind again after" on an item

    Open the item in your catalog and pick Remind again after: 1 month, 6 weeks, 3 months, 6 months, 12 months, Other (days) or Off. New items start with the usual period for your business type, for example 12 months for an insurance agent or 6 months for a water filter.

    Edit product
    Remind again after: 6 months
    After a sale, the customer gets a next date (Filter change).
    Save
    Sketch of the Edit product screen
    Open this in Nuha Chat
  2. 2

    Sell as usual

    When an order is paid, or you mark a deal Won in Pipeline, the customer gets a Next date: the sale date plus the longest period of what they bought. A new sale sets a new date. A deal marked Won with no item uses your business type’s period, so an agent’s renewal is still remembered.

  3. 3

    Check or change the date

    Open the contact (or the customer panel in a chat). Under Next date you see, for example, 1 Dec · Filter change. Tap Edit to change the date or what is due, or Not needed to clear it. You can also tap Set a date for a customer yourself.

  4. 4

    Send the reminder from To do

    From 7 days before the date, To do shows Siti — Filter change due 1 Dec with a message Nuha prepared. Tap Send (or Edit first), Snooze 7 days or Not needed. You also get one notification when it comes up.

    To do
    Siti — Filter change due 1 Dec
    Due in 6 days. Nuha prepared a message.
    Send
    Sketch of the To do screen
    Open this in Nuha Chat

Tips

  • Nothing is sent by itself. A reminder only goes when someone on your team taps Send: you know the customer best, and it protects your WhatsApp number from unwanted messages.
  • Inside the 24-hour window your (edited) message is sent. After that, WhatsApp needs an approved template: Send uses your Date reminder template, or a follow-up template if you have no Date reminder yet.
  • Create the Date reminder template once: Campaigns → Templates → Create → Ready-made → Date reminder, then Send for review. It fills in the customer’s name, your business, what is due and the date. Keep it factual (no offers or promo words) so WhatsApp keeps it as Utility.
  • Customers who replied STOP to promotions are not sent reminders. Open the chat if you need to message them yourself.
  • Preparing the message uses no AI credits.

Something not working?

Send says there is no approved template.

The customer last wrote more than 24 hours ago. Create the ready-made Date reminder template in Campaigns → Templates and wait for WhatsApp to approve it, or tap Open chat and send another template yourself.

A customer has no Next date after buying.

The items they bought have Remind again after set to Off. Change the item, or set the date on the contact.

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Remind customers when it is time again · Nuha Chat Help