Plan: Available on every plan including trial (Starter).
Sequences (ladders) define the order and timing of reminders. Reminders opens on a Ladders experience with stock and custom sequences.
Open ladders
- Go to Reminders.
- Select the Ladders tab if it is not already active.
- Review cards such as Standard (default, steady professional), Gentle, Firm-But-Fair, and any custom sequences you created.
- Click a sequence, then Edit Sequence to change rungs.
Edit steps
- Set Days and whether the step is before or after the due date.
- Choose Channels with Email as the channel you can rely on at launch. If the UI also lists text, treat SMS as coming later by territory — do not build a process that requires SMS today.
- Attach a template / message for the step.
- Add a step with Add a step here / Add this step, or remove a step you do not want.
- Optionally restore default rungs for Standard if you need a clean slate.
A sequence with no steps sends nothing until you add rungs. You can mark which sequence new invoices start on.
Create a custom sequence
- Click New sequence / Create.
- Name it and describe what it is for.
- Add steps, then save.
What this does not do
- Editing a ladder does not immediately blast all debtors; sends wait for schedule and enrolment.
- Removing a sequence may be blocked or require care if invoices still point at it — reassign first when the UI warns you.