Adding a customer to a Reminder is easy. You add customers one at a time or in bulk using the Reminder Reassignment Tool. To add customers one at a time
Add Customers One-at-a-time:
Step 1: Go to the client record, scroll down to Reminder box and select "change"
Step 2: From the popup, select the Reminder you would like this client to.
Step 3: Save.
Once the client is assigned to a Reminder, you will be able to view the Reminder schedule to be sent in each Reminder state.