Setting and Managing Reminders
Never forget to follow up with reminders on any lead or intake.
Creating a Reminder
- Open any lead/intake details
- Click Set Reminder or find the reminder section
- Choose a date and time
- Add an optional note about what to do
- Save the reminder
Reminder Options
- Quick options: Tomorrow, In 3 days, Next week
- Custom date: Pick any future date
- With note: Add context like "Send proposal" or "Follow up on questions"
Viewing Your Reminders
Reminders appear in:
- Your dashboard overview
- The submission details page
- Email notifications (if enabled)
Managing Reminders
- Complete: Mark as done when you've followed up
- Snooze: Push to a later date if needed
- Delete: Remove if no longer relevant
Automated Reminders
For post-booking intakes, HeyIntake can automatically remind clients who haven't completed their intake form. This is configured in Settings.
When to Set Reminders
Pro Tip: Set a reminder immediately after any client interaction so you never lose track.