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