How to Use Reminders and Follow-Ups

Step 1: Navigate to the Reminders Section

• Open a customer profile
• On the customer's profile page, go to the right-hand side of the page where you will see the "Reminders and Follow Ups" section.
• Click on the Add Reminder button.

Step 2: Select a Time and Date for the Reminder

• A pop-up will appear with options to set the reminder time.
• You can choose from pre-set options like tomorrow, next week, or in two hours.
• For more specific timing, select the custom option to pick a specific date and time.
  For example, you can set a reminder for Friday at 10:00 a.m..

Step 3: Choose the Reminder's Priority Level

• Once you've set the time, you can use the dropdown to select the priority level for the reminder.
• The options are high, medium, or low.

Step 4: Decide on the Notification Method

• Sophie can remind you in three different ways (choose one only):
  • Call: Sophie will call you to remind you to take action on the task.
  • Text: Sophie will send you a text message notification.
  • Email: Sophie will send you an email notification.
• Note: To receive calls or texts from Sophie, you must have your phone number connected to your account.

Step 5: Add a Note for the Reminder

• In the note section, you can write what you need to be reminded about.
• For example, you can write "call and go through meeting points".
• You also have the option to Generate notes, found under the text box which will have Sophie rewrite your thoughts to make them more concise.

Step 6: Create the Reminder

• After you have filled in all the details, click the Create button.

Step 7: View Your Reminders

• The reminder you just created will be visible on the customer profile, similar to how notes are displayed on the right hand side.
• You will be able to see the date by which you need to be reminded.
• For a complete overview of all your upcoming reminders, click on View all reminders.