- Open the Job that you want to add a reminder to.
- In the Assign/Appt. field, Select Create Appointment On Calendar.
- Give your reminder a Subject.
- Set the date of the Reminder
- Set the Appointment For field.
- Check Email Alert.
MHelpdesk allows you to setup email alerts for reminders. These reminders could be related to follow-up sales, follow-up services, or recurring services. It is one of the easiest ways to generate and manage repeat business. To set a reminder alert, follow these steps: