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 

 

 

 

 

   After saving, one can add an attachment 

   

 

   Once saved, sync to the server