Use Arthur's notes and reminders to keep up-to-date on your clients. 

  1. Visit a client you want to add a note or reminder to 

2. Add text you want to display on your clients page (your client cannot see notes that you add) 

3. To turn your text into a reminder, click the Remind Me button

4. Select a date to receive your reminder

5. Select how you'd like to receive the reminder. You can choose between e-mail or text.

6. Click Post

The note or reminder will appear on the right side of the client's profile page. You'll receive a message via your chosen mode of communication on the day you set the reminder for.

Did this answer your question?