Adding/Managing Reminders for Itinerary Items

Video Tip - Go to the 1:04 mark of the video to view information on how to add a reminder to an Itinerary item (while you are adding the item).

You can add Reminders to each Itinerary items so that all Contacts and Vendors who are assigned to each item will receive a reminder a short time in advance of when each item is scheduled to occur. You can set Itinerary item reminders to:

  • Trigger anywhere from the start time of the item up to 30 minutes prior to the start time.
  • Send assigned Contacts and Vendors email and/or text message reminders.

For example, say you have created the item "Check-in begins" that starts at 8:00 am and you have assigned 2 Contacts (both staff members) and 2 Vendors to the item. You want to remind all these people 10 minutes prior to when check-in begins so they can be at the proper place at the proper time. You can create a Reminder for the item that triggers 10 minutes ahead of the item, and you can set it to send an email and/or a text message reminder at that time.

When you add a new Itinerary item, you can create a Reminder when you are setting up the new item; otherwise, you can use the instructions below to add/modify Reminders.

To Add/Manage a Reminder for a Single Itinerary Item:

  1. On the Itinerary dashboard, find the line item and click on its name.
  2. Find the "Reminder" label and click on the "Update" button
  3. Select if you want to set a Reminder for the item; designate if you want to send email and/or text message reminders; select how many minutes to send the reminder in advance of the item's start time; and click "Save".
    • NOTE: All Contacts and Vendors assigned to the item will receive the Reminder.

To Add/Manage Reminders for Multiple Itinerary Items:

  1. On the Itinerary dashboard, for each item to which you want to add/modify a Reminder, click on the checkbox to the left of the item.
  2. Once you have selected all appropriate items, in the "Available Actions" menu that has has appeared, select the "Update Reminders" option.
  3. Select if you want to set a Reminder for the selected items; designate if you want to send email and/or text message reminders; select how many minutes to send the reminders in advance of each item's start time; and click "Save".
    • NOTE: All Contacts and Vendors assigned to the items will receive the Reminders.
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