Need a one-time or recurring reminder? We got you!

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Reminders Page

From the Reminders page, you can easily set a one-off or recurring reminder that will notify you on the day you set it by clicking on the ‘Add Reminder’ button. 🔔

Adding a contact means the reminder will show up in the contact’s timeline.

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Contact Card

While on a contact’s profile, you can create a reminder by going to the ‘Actions’ drop-down.

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Recurring Reminders

In addition to one-time reminders, reminders can also be recurring.

  • 🔁 Reminders can repeat every week, month, quarter, or year.

  • 🔔 Receive an email and push notification on the date of each reminder.🔔

  • 🤝 Used with keep-in-touch reminders, recurring reminders can make sure you never miss an important date

After the initial reminder date passes, we’ll continue to remind you at a certain frequency via email and push notifications.