New Reminder
After clicking on the Plus + button
| Reference | add a short note on what the reminder is about |
| Copy button | copy the reference to the notes section |
| Date | To days date will be the default |
| Client | select the client the reminder is linked to |
| Employee | this is defaulted to you, alternatively you can create a reminder for another staff member. |
| Notes | enter more information on the reminder |
| Interaction Type | send the reminder via email, sms or email and sms |
Click on the tick to save the changes before going to next screen.
| Client Visit button | create a client visit from a reminder |
| Complete button | Close the reminder |
| Email button | email the reminder to notify the other employee of the reminder |
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After saving, one can add an attachment
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Once saved, sync to the server
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