How to Set Scheduled Reminders for Approvals

Welcome to Board.Vision Tutorials! 

In this tutorial, we will walk you through the steps to set scheduled reminders for Approvals.

Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). 

To set scheduled reminders for Approvals:

1) Log in to your Board.Vision account using your registered email address and password. 

2) Go to Your Profile Picture at the top right of your screen and click on Global Settings from the dropdown menu.   

3) Scroll down to the Approval Settings section and click on the 'Set Automatic Reminder' checkbox to enable.

4) When selecting the "Scheduled Reminder" option, the system will display the following configuration.

6) Configure Scheduled Reminder settings. 

a) 1st Reminder 

• Specify when the first reminder should be sent by entering a value in Days, Hours, or Minutes before the meeting starts.

• You may also include a custom message, if required.

b) Recipients

• Select who should receive the reminders:
• Participants only
• Participants and their Executive Assistants

Note:
There is no limit to the number of automatic reminders that can be sent out. You can click on Add Another Reminder to configure additional reminders.

You have completed the tutorial on how to set scheduled reminders for Approvals.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help. 

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).