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How to manage client reminders (desktop)

In this article, you will learn how to view, add, and cancel a manual reminder from a client profile on desktop.


PLATFORM_SWITCH: Desktop · Mobile


A manual reminder is a one-time message scheduled in advance for a specific client, independently of automatic appointment notifications. Use it, for example, for a follow-up, membership or package renewal, a document reminder, or an agreed next contact date.


View reminders


  1. Open Clients and select the client.
  2. Open the Reminders tab.
  3. Check the reminder type, date, time, and status.


Add a reminder


  1. Click Add new.
  2. Select the reminder type, date, and time.
  3. Edit the E-mail message if needed.
  4. Click Save.


Change or cancel a reminder


A scheduled reminder cannot be edited directly. To change its type, date, time, or message, cancel the existing reminder and create a new one.


Open the scheduled reminder, select Cancel, and confirm. A reminder that has already been sent or cancelled cannot be cancelled again.


Important: The selected reminder type and current settings determine whether an email, SMS, or both channels are sent. The E-mail message field applies to email; SMS uses the configured SMS template. The current email address or mobile number on the client profile and the current permission for that channel are used at send time. Changing contact details does not change the date, time, or text of an already scheduled reminder.


Important: Deleting a client does not cancel scheduled manual reminders. Cancel them before deleting the profile.



Updated on: 23/07/2026

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