Viewing the Reminders Calendar

Viewing the Reminders Calendar

1. Click on "Reminders" in the Sidebar Menu. 



2. The default landing page is the current month. The top toolbar consists of a color-coded legend to distinguish between different reminder dates, such as: Birthday, Travel Dates, Anniversary / Wedding, Payment Due, Expiration Warning, Expiration Date, Task, and Other. You can change your view by clicking on Month, Week, or Day in the left corner of the page.



3. When you hover over a Reminder, a pop-up will appear showing you basic information about the Reminder. 



4. By right-clicking on the Reminder, you have the option to "Open Reservation" or "Open Client". 












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