The Reminders report shows clients missing info for reminders, helping you track notifications and reduce no-shows.
Instructions
- Go to Reports, then Reminders
- Clients appear on their report if their reminders are:
- Set to Email but no email is on file
- Set to Text but no mobile number is on file
- Click Remove to clear them from the report if you've reached out separately
- Optionally, click Download CSV or Download PDF to export the data
Note:
- Keep client's contact info up-to-date within their file to avoid missed reminders
Video Guide