Skip to main content

Set up follow-up reminders

This guide shows how to attach a follow-up reminder to a contact, choose a template and priority, and manage it through the Today / Upcoming / Overdue views. See Reminders for the feature reference.

Create a reminder​

  1. Open the contact you want to follow up with.
  2. Choose Add reminder.
  3. Pick a template — Follow up, Send quote, or Book call — or type a custom title.
  4. Set the due date and time.
  5. Set a priority so urgent items stand out.
  6. Save.

Allow notifications (Android)​

The first time you set a reminder on Android, allow notifications when prompted. SnapContact requests this permission at the moment it's needed, not at launch. Once allowed, due reminders fire a notification and update the app badge. On the web, due reminders surface in your views instead of OS notifications.

Work your day​

Use the three views to stay on top of follow-ups:

  • Today — your action list for right now.
  • Upcoming — what's scheduled ahead.
  • Overdue — anything past due and not done, kept visible so it doesn't slip.

From any view you can mark a reminder done, snooze it, or reschedule.

Build a habit​

The capture-then-schedule loop is what keeps leads warm: every time you save a contact — by scan, WhatsApp, import, or by hand — add a reminder for the next step before you move on. A tagged contact with a dated follow-up is a lead you'll actually act on.

Frequently asked questions​

Do I have to allow notifications? Only if you want OS notifications on Android. Without them, reminders still appear in the Today/Upcoming/Overdue views.

Can I reschedule a reminder? Yes — mark done, snooze, or reschedule from any view.

Are there reminder templates? Yes: Follow up, Send quote, Book call, plus custom titles.

Will overdue reminders disappear? No — they stay in the Overdue view until you act on them.