Assigning Customers To Reminders

How to reassign customers to a different reminder.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Moving clients from one Reminder to another is easy using the Reminder Reassignment Tool.

FROM THE WEB APP

Step 1: Click on the "Call Center".
​Step 2: Click "Reminder Reassignment Tool" on the top right of the screen.
​Step 3: Choose the filters you want to apply.
​Step 4: Click "Update Filters"
​Step 5: Select a Reminder to assign the clients too & save

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

FROM THE MOBILE APP

The Reassignment Tool for Reminders is only available from the Web App at this time.

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