Log a call or a comment on a member profile, and pick a date so your team is warned the day before.
On this page
Steps
- Open the member profile, then Notes.
- Type the note in the Dated notes line.
- Press Add, or Enter on the keyboard.
Ask the software to remind your team#
Under the note line, Remind the team on takes an optional date. Pick a date before you press Add and the note becomes a reminder, for example to talk to this member about renewing on the 15th.
The reminder shows on the note as Reminder on followed by the date. It starts to warn your team the day before. It is repeated on the day itself, then every day until someone marks it done.
A reminder never sends anything to the member. It is a note to your own team.
Where the reminder shows up#
On the Dashboard, in the list Waiting on you, a line reads Reminder tomorrow, Reminder today, or Reminder from followed by the date when it is late. It sits there with a Done button. The phone home screen lists it the same way.
When your team opens that member from the check-in screen, the same reminders show at the top of their card, so the person at the desk reads them as the member arrives.
The member never sees any of it.
Mark it done, or reopen it#
Press Done on the Dashboard line, or the tick on the note itself, whose tooltip reads Mark the reminder as done. The note then shows Reminder done and stops warning anyone.
Changed your mind? The same tick, now called Reopen the reminder, brings it back.