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 planned start expands the beginning and After planned start expands the end. Service duration does not change the customer-facing arrival window. The default presence-required profile uses 60 minutes before and 120 minutes after; the default non-presence profile uses the date only.
The arrival window tells the customer when the team member is expected to arrive. After a reminder is sent, automatic Planning still protects the exact scheduled visit instead of treating the communicated window as movable capacity.
Configure the reminder
1
Open the before-delivery rule
Go to Settings > Notifications and expand Before delivery.
2
Select the delivery policy
Choose email, SMS, email with SMS fallback, both channels, or no automatic message. Each used channel needs a valid recipient and must be enabled for the company.
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 the missing delivery selected by the effective policy. Email, otherwise SMS prepares one channel: email when ready, otherwise SMS. Email and SMS prepares each channel 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.