The Event Reminders feature allows you to set up automatic reminders at pre-set intervals before an event is due to take place. Choose the number of days/weeks/months/years prior to the event that you wish to set the reminder for and HOP will set up a task to remind you on the day in question.
To create a new reminder, all you need to do is:
- Click on the "+Add" button
- Choose a subject (name) for the reminder
- Select which event type or types it applies to
- Decide on the number of days/weeks/months/years in advance you want it to be set for
- Add some notes to expand on the reason the reminder has been created
In the below image, the reminder being set up is one intended to prompt a hotel's Events team to meet four weeks before a Wedding:
Once you press save, a task will automatically be created for the appropriate timeframe. You can find this by heading to Tasks > Manage and using the search box:
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