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Pausing and autopilot

Control how Badger treats one customer.

Step 1: Open a customer to control exactly how Badger treats them.

Badger's screen for this step

Step 2: To give someone breathing room, open Pause reminders until, pick a date, and save. Badger stays quiet until then.

Badger's screen for this step

Step 3: Press Resume reminders any time to lift the pause.

Badger's screen for this step

Step 4: Put on autopilot lets Badger send routine reminders to this customer without asking you first. Switch back whenever you like.

Badger's screen for this step

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More tutorials

Getting started with Badger
Your first run-through: invoices in, reminders approved, done.
The Today page
Your morning brief and the approval queue.
Approving from your inbox
The morning brief email has its own approval page.
Handling customer replies
What to do when a reply needs your judgment.

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