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 finalise an owing invoice. Use Reminders like you would a post-it note.
 

Create a Reminder    

1. From a client file, click Reminders in the menu panel and then click 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. Click Save


 
Edit a Reminder

1. To Edit a Reminder, access the Reminders page from the client's file. Click Edit

 
2. Change the Reminder as necessary and click Update Reminder


 
Delete a Reminder

1. To Delete a Reminder, access the Reminders page from the client's file. Click Delete


 
Dismiss a Reminder on the Dashboard 

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. 


 
Dismiss a Reminder on the Client File

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. 

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