Lead days
Enter a whole number from 1 to 30. The default is 2 days. If the value is 2, a daily reconciliation can send missing reminders for eligible visits today, tomorrow, and the following day. Those dates are also protected from automatic route changes and new automatic assignments.Timing profiles
Configure separate wording for visits where the customer must or does not need to be present.
For a buffer window, Before start expands the beginning and After end expands the end. The default presence-required profile uses 60 minutes before and 120 minutes after; the default non-presence profile uses the date only.
Configure the reminder
1
Open the before-delivery rule
Go to Settings > Notifications and expand Before delivery.
2
Select the channels
Enable email, SMS, or both. A customer needs a valid recipient for each selected channel.
3
Set lead days
Choose how far in advance visits become eligible for reminders and schedule protection.
4
Configure both timing profiles
Choose date only, fixed time, or buffer window for presence-required and non-presence work.
5
Preview the impact and save
Review newly eligible reminders, newly protected visits, and visits that would no longer be protected.
How reminders are reconciled
Sweeply checks active, scheduled, not-started future visits and creates any missing enabled email and SMS delivery independently. Moving a visit within the same service date does not send the ordinary reminder again; moving it to another date can make a new reminder eligible.A current notification protects the schedule even if one delivery channel later fails. Review failed deliveries and contact the customer deliberately.