--- title: "How do I set a reminder for a customer?" description: "Open the customer in Contacts, expand the Reminders section on their record, and click Add reminder. At the time you pick, Sophiie will call, text or email you — the person who set it." mode: wide sidebar: label: "Customer reminders" --- **Read the transcript** A reminder makes sure you follow up with a customer on time. Go to Contacts, and click the customer to open their record. Scroll down to Reminders, just after Notes, and expand it. Click Add reminder. Under Remind me, pick a time. Tomorrow, Next week and In two hours count from when you save. Choose Custom for a set date and time. Choose a priority: high, medium or low. The field labelled Notes is how you’ll be reminded: by Call, Text or Email. Type what you want to be reminded about. Click Set reminder. It shows on the record with its due date and time. It goes to the phone and email on your own profile. To change one, hover it, delete it with the bin, and set a new one.