How to Set Up Reminder Types

✔ Available on all subscriptions

Instruction Guide

  • Step 1: Navigate to System Administration and select “Reminder Setup”.
  • Step 2: Choose “Reminder Types” and click “+Add New”.
  • Step 3: Enter the reminder name and click Submit.

If the System Administration module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

Walkthrough Guide

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