How do I set a reminder for a customer?

Open the customer in Contacts, expand the Reminders section on their record, and click Add reminder. At the time you pick, Sophiie will call, text or email you — the person who set it.

Steps

1. Go to Contacts and click the customer to open their record. Scroll to the Reminders section — it's a collapsible section listed after Notes, with a count of existing reminders in its header.
2. Expand it and click Add reminder at the top right of the section. The Set a reminder dialog opens.
3. Pick a time under Remind me. Tomorrow, Next week and In 2 hours are counted from the moment you save — Tomorrow means 24 hours from now, at the same time of day. Choose Custom if you want a particular date and time; the picker won't accept a time in the past.
4. Choose a priority — high, medium or low.
5. Choose how Sophiie reminds you. The field labelled Notes is where you pick the delivery method: Call, Text or Email. Despite the name, it's not a note category — it decides how the reminder reaches you.
6. Type what you want to be reminded about in the description box — for example "call and go through meeting points". Once you've typed something, a Regenerate control appears that rewrites what you wrote.
7. Click Set reminder.

The reminder goes to the phone number and email on your own user profile. If there's no phone number on file, a call or text reminder is skipped silently — nothing tells you it didn't go out, so check your profile first. Reminder texts come from Sophiie's platform number, not your business number, so replying to one does nothing.

On the record, each reminder row shows the note text and the due date and time in your organisation's timezone. Hover a row for the trash icon to delete it (you'll be asked to confirm); you can't edit a reminder from the record. The section shows five at a time — click View more for the rest.

Common Questions

Can I see all my reminders in one place?

No. Reminders only appear inside the record you set them on — the Reminders section on a contact, the same section on a company, and the Details tab of a job. There's no all-reminders page, no list on HQ, and no daily or weekly digest.

Can I set a reminder for a teammate?

No. Each reminder goes to the person who created it — there's no way to send one to a colleague.

Why didn't my reminder arrive?

The most likely cause: you chose Call or Text but there's no phone number on your own user profile, so it was skipped without any warning. Add your number to your profile and set the reminder again. Reminders are also sent once and not retried, so a one-off problem at our end can mean one doesn't arrive — if it keeps happening, ask Sophiie Assistant in your dashboard.

How do I change a reminder I've already set?

You can't edit one from the contact record — delete it (trash icon on hover, then confirm) and set a new one.

Need More Help?

If your reminders aren't arriving even with your phone number and email on your profile, ask Sophiie Assistant in your dashboard first — she can guide you or make the change for you. Still stuck? Email support@sophiie.ai or call +61 7 5620 4640.