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Set a Reminder

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This guide walks you through scheduling a Reminder from a chat and cancelling one if your plans change.

Set a Reminder

  1. Open the contact’s conversation in Live or History.
  2. In the right-side panel, click the Reminder (clock) icon to open the Reminder panel.
  3. Under Approved Template, select the template you want to send.
  4. If the template has a Header or Body Parameters, fill those in under Variables.
Set Reminder 1 | Onbbits Help Center
  1. Under Select Date and Select Time, choose when the message should be sent.
  2. Click Create Schedule
Set Reminder 2 | Onbbits Help Center

Cancel a Reminder

  1. In the left sidebar, click Reminder.
  2. Use the search bar or filters — All Templates, Scheduled At, Scheduled By, or All Status — to find the reminder you want to cancel.
  3. Click Cancel in the Actions column for that reminder.
Reminder List | Onbbits Help Center
Warning
  • Cancelling a reminder is permanent. If you still want the message sent, you'll need to schedule a new reminder from scratch.

Still Have Questions? Visit Our FAQ Page

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What Is a Reminder?

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