How to Edit a Reminder?

  1. Go to the Reminders Module, click on the reminders tab. Choose the type of reminder you wish to edit.
  2. Choose the client you wish to send the reminder to, locate the envelope icon on the right side of the screen and click on it.
  3. A new tab will appear, with the preset message, here you’ll be able to send it as it is or edit anything you’d like. Once you are done, simply click on send to finish the process.

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