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Reminders for a customer

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A reminder helps you remember to do something for one guest. For example: “Call back about the birthday dinner”.

The rule

A reminder goes only to the person who set it. It never goes to a staff group.

How it works

  1. Open Customers and pick the guest.
  2. In the Reminders box, press Add.
  3. Write what to do. Pick Tomorrow, In 3 days or Next week, or choose a date and time.
  4. Press Save reminder.

At that time, you get a message on Telegram. The reminder also shows on your Dashboard and at the top of Customers. Press Done when you finish it. Press Tomorrow to move it to tomorrow at 10:00.

Good to know

  • Only an owner or a manager can set a reminder.
  • The Telegram message comes even in your quiet hours, because you chose the time.
  • You get it on Telegram only if your Telegram is connected. Turn on email for it in your alert settings if you want an email too.
  • Your Dashboard shows only your own reminders. The Customers page shows the whole team’s.
  • The message can come up to 10 minutes after the time you chose.