Add due dates and reminders

Due dates help keep projects on track by showing clients when tasks need to be completed. Client Portal displays due dates on modules and sends optional reminder emails before deadlines approach. Clients can also mark modules as complete when they're finished.

Adding a due date to a module

1. Edit a portal that contains modules

2. Locate the module you want to add a due date to

3. In the module's sidebar settings (right side), find the Due Date field

4. Click the calendar icon or type a date in the format shown

5. Select the date from the calendar picker

6. Update or publish the portal to save your changes

How clients see due dates

When clients view their portal, modules with due dates display a compact due date indicator with a clock icon in the top right corner of the module card. Hovering over the icon shows a tooltip with the full due date.

Mark as complete workflow

Clients can mark modules as complete directly from their portal. When enabled, here's how it works:

1. Client clicks the "Mark as Complete" button in the module card header

2. An inline branded confirmation appears within the modal (no browser popup)

3. After confirming, the module status changes to "Completed"

4. The portal admin receives a notification (if "Module completed" notifications are enabled)

This allows clients to signal when they've finished their part of a task without needing to email you or wait for manual status updates.

Enabling reminder notifications

Reminder emails are sent automatically before a module's due date. To enable reminders:

1. Go to Client Portal Settings → Notifications

2. Click the Reminder tab

3. Customize the reminder email subject and content using template tags

4. In the Reminder Offset dropdown, choose when the reminder should be sent before the due date:

   • None — No reminder sent

   • 1 day before

   • 2 days before

   • 3 days before

   • 1 week before

   • 2 weeks before

5. Choose who receives reminders:

   • Send notification to client(s) — Sends to clients assigned to the portal

   • Send notification to administration email address — Sends to your WordPress admin email

6. Save your settings

How reminders are triggered

Client Portal checks for upcoming due dates using WordPress cron (scheduled tasks). When a module's due date matches your reminder offset, the system:

1. Checks if the module status is "Active" (completed and inactive modules don't trigger reminders)

2. Verifies that a due date is set

3. Sends the reminder email to configured recipients

Reminders are sent once per module. If the due date passes and the module isn't completed, no additional reminders are sent automatically.

Template tags for reminders

Use these tags in reminder emails to insert dynamic information:

• {sitename} — Your website name

• {portal_url} — Direct link to the portal

• {login_url} — Client login page

• {client} — Client name

• {module} — Module name

• {due_date} — The module's due date

Troubleshooting reminders

If reminder emails aren't sending:

• Verify the module has a due date set

• Confirm the module status is "Active" — completed or inactive modules don't send reminders

• Ensure WordPress cron is running properly — reminders rely on scheduled tasks. See Troubleshooting email notifications

• Test the reminder by clicking Send Test Notification in the Reminder settings tab