Adding a customer to a Reminder is easy. You can add customers one at a time (or in bulk using the Reminder Reassignment Tool).
FROM THE WEB APP
Step 1: Go to a customer record.
Step 2: Locate the 'Reminder' section on the right side of the screen.
Step 3: Click the 'Change' button.
Step 4: Select the Reminder you want to assign this customer to.
Step 5: Done!
Once the client is assigned to a Reminder, you will be able to view the Reminder schedule to be sent in each Reminder state.
FROM THE MOBILE APP
Step 1: Tap on a customer record.
Step 2: Tap on the 'Show More' button.
Step 3: Go to 'Automated Reminders'
Step 4: Tap on the Reminder to view details.
Step 5: Tap on the name of the reminder / 'Edit' icon to change.
Step 6: Choose a different Reminder.
Step 7: Done!