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How to use Reminders?

This article goes over managing Reminders for you and clients.

What are Reminders?

Reminders are basically intelligent alarm clocks that go off at a certain date and time. Once it is triggered, you get notifications through email, mobile push and SMS depending on your plan.

A reminder can be set by a Provider or by a Customer. They can both set reminders for themselves or to each other.

Where are they?

Provider View

If you are in the Provider view, just click on Workspaces at the menu bar and select the Reminders button.

Over there you will be able to see all your Provider reminders. This includes all reminders created by you, as a Provider, and all reminders created by your Customers on your Workspace.

This is not where your own Customer view Reminders are located, for that see the section below for Customer view.

Customer View

If you are in the Customer view, click on the Reminders button at the menu bar.

There you can view all your personal Reminders. These are not related to any Provider at all and no Provider will be able to see or manage these.

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