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Scheduled follow-up reminders

Get an alarm for quotes, invoices and callbacks.

Scheduled follow-up reminders

Reminders alert you in the browser at the time you choose.

Steps

  1. In a chat or the profile sidebar, select Reminder.
  2. Pick the date and time.
  3. Add a note, for example: follow up on the wholesale proposal.
  4. Choose a repeat option if it recurs.
  5. Select Set Reminder.
Tip: When a reminder is due, the bell icon shows a badge and the browser sends a notification.

Updated October 19, 2026

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