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 > upcoming messages > no reminder assigned..

Step 2: Click 'no reminder assigned' to assign a reminder.

Step 3: Select the Reminder you want to assign this customer to.

Step 4: Done!


FROM THE MOBILE APP

Step 1: Tap on a customer record.

Step 2: Scroll down to the 'Upcoming Messages' section.

Step 3: Tap on 'No reminders assigned'

Step 4: Under 'Assigned Reminder' Tap on 'None' to choose a reminder.

Step 5: Tab 'Back' to verify the client is now on a reminder.

Step 6: Done!

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