You can schedule reminders to notify users of upcoming appointments, events, etc.
Scheduling reminders from the Inbox tab
- Go to the Inbox tab
- Click on your desired conversation with a user
- In the conversation section with the user, click on the calendar icon (
) next to the user's name at the top. This will bring up the reminder window.
- In the reminder window, you will be presented with the following options:
- Day: Choose the date of the reminder.
- Hour: Choose the hour of the reminder.
- Minute: Choose the minute(s) of the reminder. This is associated with the hour selected.
- Enter your message: Compose the message you'd like to include with your reminder.
- Once you're done, click on the "Schedule Reminder" button.
Scheduling reminders from the Contacts tab
- Go to the Contacts tab
- Search for your desired user
- Click on the calendar icon () next to the user's name. This will bring up the reminder window.
- In the reminder window, you will be presented with the following options:
- Day: Choose the date of the reminder.
- Hour: Choose the hour of the reminder.
- Minute: Choose the minute(s) of the reminder. This is associated with the hour selected.
- Enter your message: Compose the message you'd like to include with your reminder.
- Once you're done, click on the "Schedule Reminder" button.
Viewing and deleting scheduled reminders
- Go to the Reports tab
- Click on "Scheduled Tasks" on the left side
- You will be presented with the scheduled tasks including the reminders scheduled to go out
- If you hover over the scheduled task, you will be able to edit the reminder or delete it
