Adding Reminders
  • 23 Aug 2022
  • 1 Minute to read

Adding Reminders

Article Summary

You can add reminders from the CRM section of the Admin Panel.

Reminders are location-specific.

If you want to use the same reminders across all locations in your network, you need to set up the same reminder in each of your locations.

  1. Log in to the Admin Panel if you aren't already.

  2. Click CRM > Reminders.

  3. Click Add reminder.

  4. Name your reminder.

  5. Select your Location.

  6. Select a reminder trigger from the When to show the reminder dropdown list.

  7. Select How to deliver this reminder.

  8. Select a message macro from the Message Macro dropdown list.

  9. Select the type of customer who should receive the reminder in the Which type of customer should trigger the reminder? section.

  10. Add an email address in the Who should receive this reminder? section if you want to send the reminder to a specific individual instead of the customers included in the previous step.

What does that mean?

Select this option if you want a specific customer or an admin to receive reminders instead of all the customers included in the Which type of customer should trigger the reminder? section.

For example, if you add an admin's email in this section, every time a reminder is triggered, the admin will be the only individual who receives the email notifications.

  1. Click the Save Changes button.

You've successfully created a new reminder. Your reminder will automatically be sent to customers or individuals based on the settings you've defined in the reminder.