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How can I create reminders for daily tasks?

Click on "Settings"

Click on "Accommodations"

Click on "Rooms"

Click on "Sandbox"

Create here the new sandbox for daily tasks which will display on the calendar

Under "Number/Name" enter the name of the sandboxFor example: Daily tasks

If you are a multi-property select here for which property this sandbox corresponds to

It is very important to uncheck the "Bookable from website" option

Once you have entered all the information, click on "Add"

Once the sandbox has been added, click on "Clients"

Click on "New Client"

You are creating a client for the tasksFor example the name of my client will be Daily Tasks

Once you have entered the information click on "Save"

In the client profile under the "Reservations" section, click on "New"

If you are working in a multi-property account, choose the property for which you are adding this reservation

Under the "Rooms" section, click on "Add"

Under "Check-in" enter the start date of the reservationThis date can be today, from the time you will be entering tasks

Under "Check-out" enter the end date of the reservationThis date should be as far in the future as possible so that you can continuously add new reminders to the reservation

Once you have entered the dates click on "Check Dates"

From the room drop down menu choose the room "Sandbox Daily Tasks"

Click on "Add"

You can skip this part and just click on "Save"

Now that you have added the room, click on "Add Reminder" to add a reminder to the reservation

Under "Add Reminder" enter the reminder information and the expiry dateThen click on "Save"

Under "Add Reminder" enter the reminder information and the expiry date

Click on "Reminders"

Now you will be able to see all the reminders and the reservation 199 is your daily tasks reservation and the reminders will always show with the expiry date

Click Calendar

Click Reminders✕CloseReloadCalendar✕CloseReload

Click Reminders✕CloseReloadCalendar✕CloseReload

Click Reminders✕CloseReloadCalendar✕CloseReload

Click Daily Tasks

Click Reservation 10000199

Click highlight

Click highlight

Click highlight

That's it. You're done.

 

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