You are able to add To Do Task’s for your client. Email reminders will be sent every 48 hours to the client until the To Do has been checked off as completed. This could be useful for having clients upload their id docs, or to have them apply for a credit card with your affiliate link, or a variety of other reasons.

To get started you can select any client from your client list. Once your client details load you can click the tab for To Do’s

From the To Do’s tab you can click the Add new To Do button.

In the popup you can add your to do task. You can choose to style with colors and links etc. This would be great for adding tasks for applying for cards etc. You can also choose the due date for the to Do task. You can click the Save button to add the to do.

On the due date of the to do the item will be listed in red. You will also see a clipboard icon beside their name in the client list.

When the client logs in they will have a popup for all open to dos which will allow them to click the to do which will take the to their To Do tab.