Objective

Reminders let you schedule messages to be sent to individual contacts at a future date and time. This is useful for follow-ups, appointment reminders, and task-based outreach.

Symptoms

• How to create a reminder
• How to edit a reminder
   

Procedure

Create a Reminder

1. On the calendar, select the date you want the reminder to send.
2. Click Create Reminder.
3. Select a contact as the recipient.
4. Select the timezone and the time to send the message.
5. Enter your message.
6. Click Save.

Your reminder is scheduled and will appear on the selected date (with a blue dot on the calendar).

Edit a Reminder

1. Select the date on the calendar that the reminder is scheduled for.
   A list of reminders for that date will appear on the right-hand side.
    
2. Click the reminder you want to edit.
3. Update the desired fields (contact, timezone/time, message, etc.).
4. Click Update.
    

Escalation Information

Change Log