Managing Client Reminders

Client Reminders

Reminders allow you to plan future actions such as:

• Vaccinations
• Follow-up examinations
• Medication intake
• Subsequent visits

How to Create a New Reminder

1. Open Clients and Patients
2. Select Reminders
3. Click "Create Reminder"

A creation window will open.

Basic Information

Fill in the following fields:

• Client
• Pet
• Title (e.g., Vaccination Reminder)
• Description (optional)

Date and Frequency

Set when the reminder should be sent:

• Date and time
• Frequency (e.g., one-time or recurring)

Advance Notifications

You can set notifications before the main date:

• 15 minutes before
• 30 minutes before
• 1 hour before
• 1 day before
• 2 days before
• 1 week before

Select one or more.

Managing Reminders

From the reminders list, you can:

• Complete a reminder
• Edit
• Delete

Viewing Completed Reminders

Enable the "Show completed" option to see finished entries.

Tips