Getting Started with Reminder

Getting Started with Reminder

TL;DR: Set automated reminders for tasks, invoices, and important dates.


What is Reminder?

Reminder helps you never miss important deadlines:

  • Invoice payment reminders
  • Task due date alerts
  • Meeting notifications
  • Custom reminders

Prerequisites

  1. ✅ Reminder module enabled
  2. ✅ Email/notification settings configured

Quick Start

Step 1: Access Reminders

  1. Log in to your dashboard
  2. Navigate to relevant item (invoice, task, etc.)
  3. Look for reminder options

Step 2: Set Reminder

  • Choose reminder type (email/notification)
  • Set timing (e.g., 1 day before due)
  • Save

What's Next?