Personal reminders next to your appointments

Some things belong in the day’s list without being a client — the delivery that arrives at five, the tax appointment. On iPhone those are Reminders.

Steps

1. Tap + on the Appointments tab.
2. At the top of the form, switch from Appointment to Reminder.
3. Give it a Title, a date and time, optionally a duration and notes. There is no price, prepay, tip or phone — a reminder has nothing to do with money.
4. Save. It appears in the day’s list with its own icon, and you get a notification for it like for any appointment.

Good to know

• Reminders never touch your numbers. They carry no price, so they add nothing to revenue; the widgets and Apple Calendar sync leave them out.
• In the client list, the filter Events lets you hide them (the default), show them alongside clients, or list only them.
• You can only choose the type when creating. An existing appointment stays an appointment.
• On Android there is no reminder type; every entry in the day’s list is a client appointment.