Reassigning a reminder to an associate is easy! Just follow the steps below:
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Click on the Today to get to the Today page.
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Check the boxes of the reminders you would like to reassign.
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Click on Assign Associate.
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Select the associate you would like to reassign the reminder(s) to.
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Click on Save.
Important: Keep in mind that any reminders you reassign will no longer appear on your Today screen.
And you're done! The reminders will now appear on that associate's profile. If you have any questions regarding the Dashboard, reach out to our Customer Support Team at support@clientbook.com.