Plan availability: Free. Email fulfillment and payment reminders are available on Free. SMS fulfillment reminders require Pro and prepaid credits; Scale includes a monthly non-rollover SMS allowance before purchased credits. The active production feature matrix is authoritative if an administrator changes an entitlement.
Open Reminders & inventory
Open Checkout settings and select Reminders & inventory. Reminder settings are separate from the fulfillment schedule in Planner: Planner decides when an order can be placed, while Checkout decides which messages are sent around the order.
Configure fulfillment reminders
Choose the fulfillment reminder channels and lead times customers should receive.
- Turn on Enable fulfillment reminders only after the pickup, delivery, or shipping schedule is accurate.
- Under Delivery channels, enable Email for the default reminder path. Enable Text only when the tenant has SMS access, prepaid credits, and the customer has consented.
- Under Reminder timing, choose the email and text lead times that match the fulfillment window. Remove every timing if a channel should not send.
- Under Customize reminder messages, edit the Email message or Text message and insert supported merge tags for the order, customer, and fulfillment time.
- Save Checkout settings, then test an order with a future fulfillment time before announcing the reminder policy.
Enable payment reminders separately
In the same settings surface, open Payment reminders and turn on Enable payment reminders when customers can place an order before payment is confirmed. Choose payment reminder timing and explain the payment deadline in the message. Deposit balance reminders follow the deposit schedule and are configured with the deposit settings.
What customers see
Customers receive only the enabled channel reminders for which they are eligible. A fulfillment reminder should identify the expected pickup, delivery, or shipment timing; a payment reminder should explain what remains due and how to complete payment. SMS sends depend on consent, provider suppression, and available credits even when the dashboard toggle is on.
Common problems
- No reminder arrived. Check that the order has a future fulfillment or payment event, the relevant channel is enabled, and the customer has a usable contact method.
- Text reminders are locked or skipped. Pro SMS access, prepaid credits, phone consent, STOP/START suppression, and provider delivery all apply.
- The message shows an empty value. Use only supported merge tags and verify that the order actually has the corresponding fulfillment or payment data.
- Customers received too many messages. Keep only the lead times that change customer action; fulfillment, payment, and deposit reminders are separate lanes.
- Old reminders were not replayed. Overdue events do not automatically replay missed future reminder windows.
Next steps
Keywords
Reminders & inventory, Enable fulfillment reminders, Delivery channels, Reminder timing, Customize reminder messages, Payment reminders, SMS reminders, payment reminder, fulfillment reminder, merge tags