Reminders
View Reminders from the Reminders section of the online dashboard, the Reminders section online, and the Reminders list on the mobile app.
Reminders dashboard
Reminders on the online dashboard show a list of reminder types, and a count of how many reminders are there for each type.
Clicking on a category takes you to the Reminders list filtered for that type.
Clicking the “Reminders” button takes you to the Reminders page.
Reminders Page
Online
The Reminders list shows all Reminders for the next 30 days. You can dismiss overdue reminders.
The Reminders list can be sorted by Date ascending or descending.
The Reminders list can be filtered by type and/or horse to see a more specific list.
The Reminders list can be printed using the “Print” button. Change destination to “save as pdf” in the print box to save it as a document to the computer for sharing.
To Dismiss Reminders: click the X on the left and confirm in the popup. Be aware – once a Reminder is dismissed, it does not come back.
Mobile
Tap the “…More” section in the bottom right of the app. Then, select Reminders.
The list is separated into General and Scheduled events. General Reminders show 30 days prior to the event. The Scheduled Events list shows Reminders 3 days prior to an event if the “reminder” on the event has been turned on.
To dismiss reminders: swipe left, tap “dismiss reminder”. The reminder will be dismissed and gone.
General Reminders
General Reminders are unrelated to records or scheduled events.
They are included in weekly email messages, and the reminders lists online and on the mobile app.
Online
Add Reminder from the big red ADD button or from the Add Reminder button on the Reminders page.
- Click “Reminder”.
- Use the “+Add Another” button to create multiple reminders at once.
- Set the date (use “apply to all” to set the same date for multiple reminders).
- Enter the text of your custom reminder in the description box.
- Select a Horse if desired.
- If picking a horse, the custom reminders will appear on that horse’s profile page under reminders.
- Click “Save Reminders”.
Video Tutorial
Mobile
- Use the big “+” and select Reminder at the top.
- Set the date.
- Enter the text of your reminder in the description box.
- Select a horse, if desired.
- if picking a horse, the custom reminders will appear on that horse’s profile page under reminder.
- Click “Save”.
Video Tutorial
Next Due Date Reminders
Next due date reminders are created automatically by the software for regular health records like dentist, deworming, farrier, joint injections, or vaccinations. This repeat interval is a setting that can be adjusted in Settings > Your Preferences > Reminders and Notifications.
View the Add Health Records support article for more information about Next Due Dates for Health Records.
Detailed Event Reminders
Reminders for scheduled detailed events are set during the creation or editing of the event. They can be set for service, appointment, and task events.
At the top of the create event form, there are 2 toggles:
- Send email notifications which will include that reminder in the Monday reminders email
- Show Reminder for this event? will make a reminder appear on the Reminders dashboard and horse’s profile page 3 days prior to the start of the event.
This function is the same online and within the mobile app when creating or editing events with the detailed event form.
View Add Detailed Events to Schedule Support Page for more information about setting Reminders for Events.
Settings for Reminders and Notifications
Reminders intervals for next due dates and whether or not to have the software automatically generate reminders, whether or not to send the reminders email on Monday, and how to sort Reminders for display in the dashboard are all customizable within Settings.
View Settings – Preferences Support Page for more information on customizing reminders.
We are here to help. Please contact us with questions or suggestions.
Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.
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