Set an Appointment or a Task Reminder

Here's how you can set a reminder for an upcoming appointment or a due date for a task. You can receive the reminder through the Notifications feature (Bell icon) and by email, depending on what notifications are enabled.

The reminder preference that you set is for yourself only. Each resource on the appointment can set their own reminder.

1. In the Activities work area, edit the appointment by clicking Actions > Edit. (The Actions menu is the icon with the three vertical dots).
2. If you're setting the reminder for a stand-alone appointment, do the following:

   1. Click Activities on the home page and open the appointment from there. For details, see the topic Review and Edit Tasks and Appointments in the Activities Work Area.

   2. Click the appointment name link to drill down in to the appointment details.

   3. Click Actions > Edit.

3. Specify when you want to be reminded from the Set Reminder list. By default there is no reminder. Each resource can set their own reminder preference.

4. Save.