A playbook is your recovery strategy, saved so Freely can run it for you. It captures two things: when to follow up, and what to say at each stage.
You don’t have to build one from scratch — Freely sets up a sensible invoice-follow-up playbook for every business automatically. You can use it as-is, tweak it, or ask Freely to suggest one tuned to your history.
What’s inside a playbook
- The escalation ladder — a gentle nudge when an invoice is a few days late, a friendlier reminder later, a firmer note if it keeps sliding. You decide the tone and timing.
- The messages — the actual wording for each stage, with placeholders like the client’s name, the amount, and how many days it’s overdue. Freely fills these in automatically.
- The steps — detect the overdue invoice → draft the message → (you approve) → send → record what happened. The “send” step always waits for your approval.
Editing a playbook
- Go to Playbooks and click the one you want to edit.
- Adjust the tone ladder (how quickly it escalates), the message templates, or the variables.
- Save. Every edit creates a new version — your history is never lost, so you can always see what changed.
Getting a suggestion
Click Suggest a playbook and Freely reads your real payment history to propose one tuned to your customers — for example, escalating faster for clients who tend to ignore the first reminder. The suggestion arrives as a draft you review and activate; it’s never switched on automatically.
The one rule that never changes
Outgoing messages always require your approval. No matter how a playbook is configured, the moment it would send something to a client, it stops and waits for you. This is built in and can’t be turned off.
→ Next: The Action Inbox, where drafts and suggestions wait for your decision.