Reminders are a powerful tool that help associates effectively manage their clients and stay on track with clienteling goals. They can be automatically added to client profiles through Sales Triggers, Sales Opportunities, Client Activities, Tags, and Life Events.
Associates can also create one-off reminders for their clients as needed. To manually add a reminder, follow the instructions below:
- Note: The steps to manually add a reminder are the same on both the Dashboard and the mobile app, but the screenshots shown below are from the Dashboard for reference.
Adding a Reminder
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Navigate to the Clients page and select your client.
Scroll down to the Reminders section on the Quick View tab, then hit the + sign
Write a Description & select a Time Frame
- Note: Think of these as digital sticky notes. It should describe the specific task you want to complete later. For example: "Send Ashley a Birthday Coupon"
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Set your Time Frame & Save
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Time Period: Choose a time frame for when the reminder is due, starting from today (the day the reminder is created). You also have the option to set the reminder to repeat.
For example:
- If you select "2 weeks," the reminder will be due 2 weeks from today.
- If you enable the repeat option, the reminder will automatically recur every 2 weeks.
Specific Date: Select a specific date for the reminder to be due.
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Select the associate assigned to this reminder & Save
- IMPORTANT: If you are already assigned to the client, this step will be skipped. This selection only appears when adding a reminder to a client profile that is not assigned to you.
- NOTE: If you need to change who the reminder is assigned to later on you can do so by clicking the pencil icon.