Need to remind clients? A neat solution using Outlook.

I was scratching my head, trying to figure out how to remind myself to send a forgetful client to pay their SA tax next year, January and July 2019. I don’t have a large client list these days and I have most of my clients pretty well trained to pay up on time. I was about to cop-out, and make myself a diary reminder in Outlook to email my client on the due dates, when it occurred to me that I could create an email now (in Outlook) and delay sending it until a future date. And you can…

The process is quite straight forward, and many thanks to support.outlook.com for the tip. It is (for later versions of Outlook):

Delay the delivery of an Outlook email

  1. While composing a message, select the More options arrow from the Tags group in the Ribbon.
    Select More Options to set a delivery delay.
  2. Under Delivery options, select the Do not deliver before check box, and then click the delivery date and time that you want.
    Set a date and time to deliver your message.
  3. Click Close.

  4. When you’re done composing your email, click Send.

After you click Send, the message remains in the Outbox folder until the delivery time.

Review email reminders in the Outlook, Outlook folder

How easy was that? And I can review emails not sent by simply opening the Outlook folder. This might be a good post to direct to your team if you don’t have a solution working in-house already.

Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

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