Keep the next customer action in your schedule

Name the action

Use a title that includes the person and task, such as Call Alex about the estimate. Select the correct date before saving.

Check details

Review the time, notification and related contact. Device notification permissions and focus settings can affect alerts.

Review completion

Mark the task complete after the work is done. A schedule reminder does not send a customer message; create message reservations separately.

Continue with the guide

• Manage appointments and today’s tasks on your PC
• Add schedules and tasks in the app