Reminders are a fantastic option within BookingsPlus, allowing you to raise a flag at various places within the system. This means that all actions are captured in one place & also means that actions are not missed in the event of holiday/sickness.
When any administrator logs onto the Dashboard, they will see a banner across the page alerting to the reminders which are due. Alongside the [Reminder] tab, there is also a number to indicate the reminders either due or overdue.
Click onto the [Reminders] tab & there is a more detailed view of the reminders set.
Reminders can be set by clicking 
in the following places:
- Client level (top right hand side)
- Invoice level (bottom Right hand side of invoice)
- Booking level (bottom of booking form while creating, top of booking form once booking has been made)
- Enquiry level (either select 'Follow-Up required or choose option at bottom of Enquiry form)
- Document level (option when uploading document)
From this page, all reminders have the option to Action or Cancel.
If necessary, the date on the reminder can be put forward. This will then remove the reminder from the Overdue list & change status back to Pending.
To close a reminder, click Action and input what action has been taken.
The [Reminders] tab can be sorted by status & type (useful if chasing outstanding documents). It can also be filtered by date if required.
