Never miss a follow-up with the reminder system, linked directly to customers.
Creating a Reminder
- Customer — Link to relevant customer
- Title — Brief description
- Description — Detailed instructions
- Due Date — When the reminder is due
- Priority — Low, Normal, High, Urgent
- Status — Pending, Completed, Cancelled
- Assigned To — Responsible staff member
Common Reminder Types
| Scenario | Example |
|---|---|
| Post-purchase follow-up | Call about ring resize ready |
| Repair completion | Watch repair done, notify customer |
| Custom order update | Design sketch ready for review |
| Recontact | Follow up on engagement ring inquiry |
| Warranty expiry | Offer service package |
| VIP touchpoint | Monthly check-in |
Dashboard Integration
The Upcoming Reminders Widget shows pending reminders sorted by due date with customer name, priority color coding, and quick completion actions.
Best Practices
- Set reminders immediately during interactions
- Be specific enough that anyone could handle it
- Assign ownership to a staff member
- Review the dashboard every morning
- Close the loop — mark as completed and log follow-up interactions