Get reminders before partners' documents run out
Busy Book tells you ahead of time when a partner's insurance or ID runs out, and can ask them to upload the new one in their app.
PartnersPartner recordsDocuments running out
Open Documents running out
An insurance certificate that ran out is easy to miss. Turn on reminders once, and you hear before it happens.
-
1
Open Documents running out
In the menu, tap Partners, then Partner records, then Documents running out.
-
2
Pick how early
Type how many Days ahead you want to hear, like 30.
-
3
Remind the partner too
Tick Remind the partner too if they should get a note in their app and by email. That also adds My documents to their app, where they upload the new one.
-
4
Turn it on
Tap Turn on. The list below shows what runs out soonest.
-
5
When the new one comes in
Partners upload it in their app under Me, then My documents, or you upload it on their page under Documents. The old one drops off the list.