The Reminder dashboard is the section of the customer file that tells you everything scheduled to happen according to the rules of the automated reminder this client is assigned to. 


FROM THE WEB APP

Step 1: Click on a customer file.

Step 2: The Reminder dashboard is located in the bottom right-hand corner.

Step 3: Done.


How to change the Reminder assigned to this client

Each client can only be assigned to a single Reminder at a time but you can have multiple Reminder (each with different rules) set up for you to choose from. To change the client from one Reminder to another simply hit the "Change" button in the upper right hand corner of the Reminder Dashboard. 


FROM THE MOBILE APP

Step 1: Tap on a customer file.

Step 2: Tap the "Show More" button

Step 3: Tap on the Reminder to show the schedule.

Step 4: Done

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