Skip to main content
Assigning Customers To Reminders

How to reassign customers to a different reminder.

Timothy Barnes avatar
Written by Timothy Barnes
Updated today

Moving clients from one Reminder to another is easy using the Reminder Reassignment Tool. This action can only be taken by Admin users.

FROM THE WEB APP or MOBILE APP

Step 1: Click on the "Client" tab.
​Step 2: Choose the filters you want to apply.
​Step 3: Click Edit
​Step 4: Click "Assign Clients to a Reminder"
​Step 5: Select a Reminder to assign the clients too & save

NOTE: Frequently bouncing clients from one Reminder to another is not recommended.

Did this answer your question?