Create Reminder

A Staff member or a Non-staff contact can create a reminder for the client and their associated contacts in the Web Portal.  

To create a new reminder:

1. In the left-hand menu, click the Accounts tab and locate the desired account.
2. Select the client by clicking their account card from the list.
3. On the Schedule screen, click the + Add button and click the Add Reminder option. 
4. On the Create reminder screen, select the contact(s) in the Participants section.
5. Enter the following details in the Reminder details section:
   • Name*

   • Repeats*

     For Daily occurrence, click on a day. For Customize occurrence, click on multiple days.

     

   • Date*
   • Start time* and End Time*
   • Description

6. Click the Create button.