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A Group Multi-Location Guide for Reminders
A Group Multi-Location Guide for Reminders

A guide to viewing and managing product and service reminders in your Group's Multi-Location Platform.

Updated over 4 months ago

From your Group's Multi-Location Platform, product reminders can easily be managed as a shared Group functionality or visible by individual clinic if products and reminders are not configured to be shared.

Products must be shared as a Group to allow for shared Group reminders.

The Reminders area is accessible by selecting the 'Reminders' menu option along the left-side navigation menu.

Shared Group Reminders

When products are shared on a Group level, product reminders are also shared. From your Group's Multi-Location Platform, reminders can be created that are shared across all locations. Each clinic cannot edit these reminders; however, they can deactivate any reminders which are not applicable and this will not affect any other locations.

Clinic Reminders

When products are not shared on a Group level, product reminders can be managed either at a clinic level or from your Group's Multi-Location Platform using the shared overview. Reminders can be created from both clinic settings as well as your Group's Multi-Location Platform.

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