The Reminders Page – Real Time Reporting on Your Reminders

The Reminders Page will show you the current status of all of your reminders.  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”.

Essentially it is an Online Real Time Report

Following this Screenshot is a definition of these fields:

The Reminders Page

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: