How to Create a Reminder?

Modified on Tue, 25 Jul 2023 at 01:10 PM

You can view the video procedure or follow the steps below. This video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).” 

Steps to Follow

1. Go to the “Communications” tab and the “Reminders” subtab.

2. Click on “Add” at the top right.

3. In the “Assignation” section, select the entity to which you assign the reminder.

4. Select the date of the reminder.

5. Tick “Recurring” if that is the case, and enter the recurrence. For example, “Every 2 week(s) x 12” means that the reminder will appear once every two weeks 12 different times, which is a period of 24 weeks.

6. Describe the reminder.

7. Click on “Finish.”

8. To send the reminder, click on “Email” or on “Text Message” at the top right.

You have now created a reminder.

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