🔎 In this Article
💡 Interactive | Walkthrough step-by-step using the Schedule
Schedule Overview
Schedule Tasks
Posts – Share updates, insights, and resources with your clients.
Events – Set up calls, meetings, webinars, or in-person gatherings.
Reminders – Nudge clients about important dates, tasks, or deadlines.
Action Items – Assign tasks for clients to complete.
Direct Messages – Send personalized messages at a scheduled time.
Scheduling Options
You can send tasks and communications:
Instantly – Deliver content immediately.
At a Future Date – Plan ahead and automate delivery.
Audience Selection
Tasks can be assigned to:
An individual Contact or a specified group of Contacts.
Contacts with a specific Tag.
Contacts linked to an Advisor Template.
Notifications
Every action scheduled triggers a push notification, keeping clients informed, engaged, and connected in real time!
Using Your Schedule
Click Schedule.
Click Schedule Task.
Make your Task selection.
Post Content: The text or media for the post
(Optional) Attachments: Images, videos, or documents to attach to the post
Message Content: The text of the message you want to send
(Optional) Attachments: Any files or links to include in the message
Schedule an Action Item
Choose Default or Custom Action Item
If Custom, input Action Item description
Due Date: When the task should be completed
Schedule an Event
Date and time
Event title
Event description
Location (physical or virtual link)
Schedule a Reminder
Choose Reminder Type
Default or Custom
Select who should receive it (tags, contacts, or templates).
Select Send Now or Schedule, if Schedule, then make your date and time selections.
Click Save.
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