Accessing your reminders & appointments on the go couldn't be easier with Pocket. You have the ability to be able to view all upcoming appointments and reminders right from your mobile phone. To go that extra mile, we've also made it so you can complete your reminders and appointments on the go.
To view your reminders, just open up Pocket and go to Reminders.
You'll have the followings views to choose from: All reminders, Today (this will include also any overdue reminders for the day), Today (no overdue), This Week, This Month, Overdue & also any saved filters you have from Rex.
When actioning your reminder accordingly, the reminder will automatically be marked as completed and will show on the stream of the relevant records.
To view your Appointments, just open up Pocket and go to Appointments.
You'll have the followings views to choose from: All appointments, Today (this will include also any overdue reminders for the day), Today (no overdue), This Week, This Month and Overdue.
You'll be able to add notes to the record that your appointment is assigned to and schedule a follow-up call if necessary before completing your appointment.