How Do I Add A Customer To A Reminder?

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.

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!