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Reminders

You can conveniently set reminders for important dates such as contacts birthdays and upcoming account expirations for services like mobile phones, broadband, or TV packages. These reminders will be prominently displayed on your dashboard and sent as push notifications to your Android or iOS device, provided you have downloaded the app and opted in to receive notifications. This feature ensures that you never miss a birthday or forget to renew a crucial service, helping you stay organised and on top of your commitments. Keep track of important dates effortlessly and never worry about missing a deadline again with our handy reminder system.

Birthday reminders

To easily set a reminder for a contact's birthday, just ensure you have entered their birthdate in their profile using the format DD/MM/YYYY.

Account expiry reminders

When creating a new account or adding an asset, there are specific account categories that allow you to specify a renewal date. It is important to note that renewal dates should be entered in the format of DD/MM/YYYY.

When are reminders sent?

Reminders will be sent on the day and you can also specify how far in advance you wish to be reminded.

  1. Click the settings icon in the top right corner.
  2. In the Settings page, locate the section Reminders
  3. Use the drop down menu to specify the advance reminder schedule.