Set reminders for important records to keep your documents and information current.

Whether you need to update payment card details or refresh your lease agreement, you can create reminders for any record by specifying the date, time, and a brief personal note.

Setting a Reminder

To begin setting up reminders, navigate to a record’s Settings panel and select the ‘+ Create New Reminder‘ button in the Reminders tab.

Each reminder allows you to include a custom label and message, and requires you to specify the exact date and time when you want to receive the notification.

The reminder label appears in your email notification, so avoid including sensitive information here. The reminder message stays encrypted and can only be viewed within the LifeReady platform.

When a reminder activates, you will receive an email notification containing the reminder label. To access the complete notification details, you will need to log into your account.

Changing Reminder Details

To modify or remove a reminder, return to the Settings panel of the associated record where you will find Edit and Delete options next to the reminder.