The Reminders Page – View Reminders in Real Time

The Reminders Page will let you view reminders that you have scheduled.  It includes details on the delivery result and the response to the reminders in real time. You can also ‘export’ the results to a csv file from this page. *Note – to schedule nightly reports that will be emailed to you, see the ‘Reports’ page. To get to the “Reminders Page”, ensure that you are logged into your account. Then find either the “MY COMPANY” box in the upper right hand corner or the “Account Navigation” link. Click on either of these to show the page drop-down list. Then click on “Reminders”.

View Reminder Status and Results

Following this Screenshot is a definition of these fields:

View Reminder Status and Results

By default, the Reminders Page will show you all of your reminders with appointment dates during the next 30 days. You can change this time frame, return results for a specific Reminder Type, narrow by customer name, and more!

Narrow Down Your Results by Changing the Following Fields:

Understanding The Rows in Your Results:

Your results will contain a row for each reminder that matches the search fields that you have entered:

Additional Ways to View Reminders

The Reminders Page allows you to view reminders and their status in real time.  You can also download CSV files with the reminder results.  Additionally, you can set up nightly or weekly reports to be emailed to you.