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Reminders Overview
Reminders are a convenient way to keep your clients on track by sending them customized push notifications.
Advisors can create default reminders under the Tools in the Navigation Menu, which then become available when scheduling reminders.
Reminders are delivered as push notifications and appear on the Client App homepage.
Create Default Reminders
Navigate to Tools in the Navigation Menu.
Click Set Up Reminders.
Click the Set A New Reminder Type button.
Input a Title (This will be client-facing and displayed on the app's homepage).
Input a Description (This will not be client-facing and is for your reference).
Click Save.
This Reminder will now be available for section when you are Scheduling a Reminder.
Best Practices for Creating Reminders
Keep It Clear and Direct
Use simple, straightforward language that leaves no room for confusion.
Make It Action-Oriented
Begin with a verb to encourage clients to take the desired action (e.g., “Complete your questionnaire” or “Review your investment summary”).
Be Consistent
Use consistent phrasing and tone across all reminders to create a cohesive experience.
Consider Timing
Think about when clients are most likely to engage with the reminder and schedule it accordingly.
Use Descriptions Effectively
While descriptions are not client-facing, use them to clearly explain the purpose of the reminder for easy identification later.
Schedule a Reminder
Navigate to Schedule in the Navigation Menu.
Click on Schedule Task and select Reminder.
Choose a default Reminder from the list.
Assign the reminder to individual contact(s), a group of contacts with a specific tag, or all the contacts in an Advisor Template.
Decide if you want to send the reminder immediately or schedule it for later.
Click Save to schedule the reminder.
How Clients See Reminders
Clients receive your reminder as a push notification on their mobile device.
The reminder is also displayed on the Client App homepage for easy reference.