A Staff member with manager permissions or a Non-staff contact with manager permissions can edit or delete reminders created by anyone. Accounts with social or care roles can edit or delete reminders they created.
To cancel a reminder:
- In the left-hand menu, click the Accounts tab and locate the desired account.
- Select the client by clicking their account card from the list.
On the Schedule screen, click the Reminder option to view scheduled reminders.
If the reminder is not listed, it is scheduled for another day. Click on the calendar to select the scheduled date.
- Click on a reminder you would like to cancel.
- Click the
icon at the top-right corner of the Reminder Details screen.
- Click the Yes button on the Modify reminder prompt.
- On the edit screen, scroll down and click Delete Reminder.
Click the Yes button on the Delete reminder screen.