How to send additional overdue loan emails when items are overdue

By default, Reftab will send one overdue email to users in possession of items overdue for return. You can automatically configure additional overdue email notices to send. This feature is only available to accounts on Pro plan and up.

Log into Reftab as an administrator and click โ€œSettingsโ€ > โ€œAutomated Workflowsโ€ > โ€œNew Workflowโ€œ

Choose the trigger of โ€œScheduleโ€ then set when you want the emails to send.

Click โ€œAdd Conditionโ€ and set: โ€œLoan due date less than nowโ€œ

Click โ€œAdd Actionโ€ and set: โ€œSend Email Overdue Asset To Assets Loaneeโ€œ

Click โ€œSave Workflowโ€ when done.