Reminders are a great way to trigger a once-off pop-up message when accessing a client file or account Dashboard. Perhaps you need to remember to ask your client to sign a consent form or remind your receptionist to finalize an owing invoice. Use Reminders like you would a post-it note.

1. From a client file, click Reminders > Create Reminder

2. Select where you would like the reminder to appear, who should be reminded, the reminder message itself, and the date you would like to see the reminder, then Click Save

💡 Setting a Reminder to a client file will only pop up if the person selected to receive the reminder actually accesses that client's file on that day. A reminder on the Dashboard is more effective if the client does not have an appointment on the day of the reminder.
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💡 You can leave the Date field blank and the reminder will pop up every time the file is open until it is dismissed.
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1. From the client file, go to Reminders > Click Edit

2. Change the Reminder as necessary and click Update Reminder

💡 You can only edit a reminder message or date. To edit the reminder type or recipient, delete the reminder and create a new one.

1. From the client file, go to Reminders > Click Delete

1. The Reminder will appear on the Dashboard for the day it was set to, for the allocated recipient. Click Dismiss to acknowledge you have read the reminder. 

1. The Reminder will appear as a pop-up the day it was set to, for the allocated recipient. Click Dismiss to acknowledge you have read the reminder. 

💡 You can view which users dismissed a reminder by going to Reminders in the client file, in the same column where you edit and delete a reminder.
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