How to create reminders in Shop Manager

You can set reminders in Shop Manager and choose to get a text, email, or in-app notification before they’re due. Below are the steps on how to create those reminders:

1. Click "Calendar"

2. Click "Reminders" 

3. Click on the day you would like to create the reminder. 

4. Click on the 'Title' text field to create the name of the appointment. Or you can leave it as 'Follow up' 

5. Click the 'Date' field to change the date of the appointment. 

6. Click the time field to adjust the time. 

7. Click "OK" to save the time. 

8. Click this field to adjust what time you would like to be shown a notification reminder about the reminder. 

9. Now it will look like this. And also below will be what the Notification will look like in Shop Manager

10. Click "Add reminder" to add other options to be reminded by like email or text. 

11. Click "Email" if you would like to be reminded by email and can set up the time before the reminder that you would like to be reminded. 

12. This is what the email reminder will look like. 

13. Click "Add reminder" again so we can select the 'Text' option. And then you can set up the time you would like to be reminded by. 

14. Click the 'Contact' dropdown to choose the contact you would like the reminder to be tied to. 

15. This is what the text reminder will look like. 

16. Click name of the contact. 

17. Click the 'Note' field to add a note about the client. This note will not be seen by the client.

18. Click "Save"

19. Now you can click on the reminder.

20. Now you can see the information about the reminder.

21. You can also make the reminder through the Contact profile. First go to 'Contacts' then click on the contact name.

22. Click on the bell icon next to the Contact's name

23. Click "Create reminder"

24. Now you can create your reminder here.

25. Click "Save"

26. Now click the 'X' on the top left.

27. Click on the bell icon.

28. Then you can see on your reminders here for that Contact.