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!

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