How to schedule Reminder Texts in the BlueCloudUSA Texting App

Scheduling Reminders - BlueCloudUSA Business Texting Desktop

You can schedule reminders to notify users of upcoming appointments, events, etc.

Scheduling reminders from the Inbox tab

  1. Go to the Inbox tab 

    Image_2019-01-11_at_2.54.14_PM.png

  2. Click on your desired conversation with a user

    Image_2019-01-11_at_12.54.19_PM.png

  3. In the conversation section with the user, click on the calendar icon (appointment icon) next to the user's name at the top. This will bring up the reminder window.

    Image_2019-01-11_at_12.56.53_PM.png

  4. In the reminder window, you will be presented with the following options:

    - Day: Choose the date of the reminder.

    - Hour: Choose the hour of the reminder.

    - Minute: Choose the minute(s) of the reminder. This is associated with the hour selected.

    - Enter your message: Compose the message you'd like to include with your reminder. 

    Image_2019-02-25_at_4.12.22_PM.png

  5. Once you're done, click on the "Schedule Reminder" button.


 

Scheduling reminders from the Contacts tab

  1. Go to the Contacts tab

    Image_2019-01-11_at_2.49.11_PM.png

  2. Search for your desired user

    Image_2019-01-11_at_3.29.06_PM.png

  3. Click on the calendar icon (appointment icon) next to the user's name. This will bring up the reminder window.

    Image_2019-01-11_at_3.31.24_PM.png

  4. In the reminder window, you will be presented with the following options:

    - Day: Choose the date of the reminder.

    - Hour: Choose the hour of the reminder.

    - Minute: Choose the minute(s) of the reminder. This is associated with the hour selected.

    - Enter your message: Compose the message you'd like to include with your reminder.

    Image_2019-01-11_at_3.41.16_PM.png

  5. Once you're done, click on the "Schedule Reminder" button.
    Image_2019-01-11_at_3.42.41_PM.png

 

 

Viewing and deleting scheduled reminders

  1. Go to the Reports tab

    Image_2019-01-11_at_4.46.19_PM.png

  2. Click on "Scheduled Tasks" on the left side

    Image_2019-01-11_at_4.50.45_PM.png

  3. You will be presented with the scheduled tasks including the reminders scheduled to go out

    Image_2019-01-11_at_4.55.06_PM.png

  4. If you hover over the scheduled task, you will be able to edit the reminder or delete it 
    Screen_Shot_2019-01-11_at_4.56.43_PM.png

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