When you create a new task or event, you have the option to set reminders on these tasks/events so you can stay on top of each one. 

Before continuing with the following steps, make sure that you're familiar with the steps to create a task: Click here to see how to create a task.
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See the steps below on how to create reminders for your tasks and or events.

1) Create a new "Task" or "Event".

2) Scroll down to add a reminder, click "Add a reminder".

3) Here you can select the type of reminder you would like to assign.
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​Email - will send an email reminder to all those assigned to the tasks and or event.
​Popup - will send a popup reminder in PracticePanther to all those assigned (a popup in the client portal if the client is assigned).
​Text Message - will send an sms reminder to all those assigned to the task and or event (if you assigned your client, make sure there's a cell phone number in the contact details).
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4) Set the variable and amount of time for the reminder to display before the due date.
​Note: the due date for tasks is always set before 12:00pm (i.e. if you set a task reminder to be sent out 2 hours in advance, the reminder will go out at 10:00am). 

5) Click on "Save" at the bottom. 

The reminder will automatically be sent out to all the assignees (including your client, if they're assigned in the Contacts field). 

Note: in order to assign a client, the client portal needs to be enabled. Click here to learn more about the client portal.

Enjoy!