Creating Reminders

Creating a New Reminder

1. Navigate to Reminders on the Home Page.

2. In Reminders, click Add Reminder.

3. Select a reminder association from the list by searching for a specific property, vendor, or contract
   1. If you chose a Vendor or Property, type a brief description of the reminder and select a day to send the reminder.
   2. If you chose a specific Contract (as shown below), type a brief description of the reminder and set a Reminder Date before, on, or after the contract start or end date OR choose a Specific Date.

4. Click Save Reminder.
5. Click the downward arrow to Duplicate Entry or Add Another Entry.

Editing an Existing Reminder

1. To edit an existing reminder, click the Edit icon next to the vendor name.
2. Once changes have been made, click Save Reminder.

Deleting an Existing Reminder

1. To delete an existing reminder, click the Delete icon next to the vendor name.
2. Confirm the deletion in the pop-up by clicking Delete once more.

Notifications and Email Reminders

Reminders will be sent to all users within the app and via email on the date that was set

In-app notifications will appear on the date that was set. To review:

1. Click the bell icon in the top right-hand corner of the app.
2. Click Mark As Read or Delete using the trash icon.

Email Reminder Digests will be sent to all users as shown below:

Digests can be scheduled weekly, monthly, or custom depending on your organizations' preferences. Please reach out to your account manager to learn more.