How to Set Up and Use Reminders in Britixo Practice Management Software UK?
How to Set Up and Use Reminders in Britixo Practice Management Software UK?Reminders in Britixo help you stay on top of key tasks, client follow-ups, invoice deadlines, contract renewals, and internal actions. You can create manual reminders for yourself or assign them to team members, ensuring nothing important is overlooked.
Reminders are flexible, user-specific, and directly linked to clients, invoices, estimates, proposals, projects, or tickets—depending on where they are created.
Step-by-Step Instructions: How to Create a Reminder?
How to Create a Reminder?Log in to Britixo at https://britixo.com/app/login
Navigate to the Relevant Section
Go to any of the following:Clients
Projects
Invoices
Estimates
Contracts
Proposals
Support Tickets
Open the Record
For example, if you want to set a reminder for a specific client:Go to Customers → Clients
Click on the client’s name
Scroll to the Reminders tab on the right
Click “New Reminder”
Fill in the Reminder Form:
Description: What the reminder is for (e.g., “Follow up on renewal”)
Date: Select the date on which the reminder should appear
Staff: Assign the reminder to yourself or another team member
Notify by Email: Tick this to send an email reminder on the due date
Visible to Assigned Staff Only: Check this if the reminder should be private
Save the Reminder
Once saved, the reminder is visible on the linked record and appears in the staff member's dashboard on the due date.
Viewing and Managing Reminders
Viewing and Managing RemindersA. From the Dashboard.
Each staff member sees their upcoming reminders in the dashboard section titled My Reminders.
Clicking on any reminder opens the related record directly.
Navigate to Utilities → Reminders
Use filters to:
View all reminders by module
Filter by assigned staff
Filter by upcoming or past-due reminders
You can also edit or delete reminders from here.
Editing or Deleting an Existing Reminder.
Editing or Deleting an Existing Reminder.Go to the relevant module (client, invoice, etc.)
Click the Reminders tab
Hover over the reminder
Click the pencil icon
to edit, or the bin icon to delete
to delete Best Practices:
Best Practices:Always include a clear description for each reminder so it’s meaningful at a glance.
Use email notifications for time-sensitive tasks or when assigning to another user.
For recurring needs (e.g., monthly follow-ups), create a series of reminders manually.