Appointment Reminders

Use Reminders to set up automatic reminders for Appointments in the Goldenseal small business software.

NOTE-- For reminders in a project schedule, use Project Reminders instead.

       Entering Reminders | Data Fields | Using Lists | Using Reminders

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       Accounting Software | Business Management Software

       Appointments | Project Reminders

Entering Reminders

To enter a Reminder, follow these steps:

  1. Choose Other Lists from the Options menu, then choose Reminders from the submenu.
  2. Click the New button, or click on an existing item and click the Edit button.
  3. Enter details for the reminder.

Data Fields

Enter the following information for each Reminder:

Name-- Type in a brief name for the reminder. This is the text that will appear in clairvoyant fields.
Description-- Type in any comments you'd like to make about this item.
Add To To-Do List-- Turn on this checkbox if you'd like the reminder to be added to your to-do list (FEATURE NOT YET AVAILABLE).
Immediate Warning-- Turn on this checkbox to be given a reminder when the appointment is due.
Advance Warning-- Turn on this checkbox to be given a reminder before the appointment is due. Enter the amount of advance notice to be given.

Using Reminders

When you create a new Appointment,  enter the desired reminder method into the Reminder field.

To have Goldenseal remind you about appointments, follow these steps:

  1. Choose Preferences from the Options menu, and choose Interface from the submenu.
  2. Turn on the Show Reminder Alerts checkbox.
  3. Click OK.