Service reminders

Schedule a one-time service reminder and track its status.

Steps

1. 1

   Open Service Reminders

   Open CRM → Service Reminders. Use the status tabs or search field to find an existing reminder.

   Open Service Reminders ↗

   Click to enlarge ↗

   ×

   Track reminders by due date and status.

2. 2

   Schedule a reminder

   Select + Schedule Reminder. Choose a customer, enter a reminder title, then set the due date, send time, and days before. The service or product field can be left empty for a general reminder.

   Click to enlarge ↗

   ×

   Choose when the reminder should be sent.

3. 3

   Review the message and save

   If you use custom WhatsApp text, review it before saving. Check the due date and reminder timing, then use the form’s schedule action.