In this article we will go over the Reminders for Rebooking a Catering Event and Quotes. Both of the reminders will appear on your calendars as task for a team member to complete.
Here is a video about your Rebooking & Quote Reminders
coming soon
Here are step by step instructions about your Rebooking & Quote Reminders.
1 - Rebooking Reminder
2 - After you place an order you will see this Rebooking Reminder pop up.
3 - By default the Subject line will show Rebooking Reminder
4 - All the details for the Rebooking Reminder will appear automatically for you but you can change any of the information. Note you will need to adjust the Due Date and Time.
5 - If you need to learn more about how to use our Task feature please see this article: Creating Task
6 - Once you are done with filling in the information you click on the Create Reminder/ Task and your Reminder Task will be created.
7 - Here is what the Reminder will look like under the CRM Task icon
8 - Quote Reminder
9 - After you create the quote you will see this Rebooking Reminder pop up.
10 - By default the Subject line will show Quote Reminder and can not be edited
11 - All the details for the Quote Reminder will appear automatically for you but you can change any of the information. Note you will need to adjust the Due Date and Time.
12 - If you need to learn more about how to use our Task feature please see this article: Creating Task
13 - Once you are done with filling in the information you click on the Create Reminder/ Task and your Reminder Task will be created. If you do not want a reminder you can click the Cancel tab.
14 - Here is what the Reminder will look like under the CRM Task icon
You have now learned how to use the Rebooking & Quote Reminders for orders and quotes.