Table of contents
- Getting Started
- Bookings
- Clients
- Invoicing
- Creating Invoices
- Modifying Invoices
- Updating Invoice Status
- Adding Internal Invoice Notes
- Viewing Invoice History
- Deleting Invoices
- Cloning Invoices
- Merging Invoices
- Printing Invoices
- Emailing Invoices
- Refunding Invoices
- Printing Receipts
- Emailing Receipts
- Quotations
- Online Payments
- Credit Notes
- Manage Invoice Settings
- Printing
- Searching
- Statistics
- Activity Tracker
- Messages, Notes, Watches, and Reminders
- MIDAS Admin Options
- Manage MIDAS
- Manage Appearance Settings
- Manage Booking Settings
- Manage Fields
- Manage Security Settings
- Manage Email Settings
- Manage Print Settings
- Manage Safety Settings
- Manage Invoice Settings
- Manage Database Settings
- Manage Templates
- Manage Public Settings
- Manage Scheduled Tasks
- Manage Miscellaneous Settings
- Check For Updates
- Manage Addons
- Keyboard Shortcuts
- Other Sources Of Support
- About MIDAS
MIDAS Documentation v4.37
Setting Reminders
MIDAS allows you to set yourself reminders about forthcoming bookings, or anything else you wish to be reminded about!
MIDAS » Documentation » Setting Reminders Until they expire, your reminders can be viewed via the icon in the main toolbar, and you may optionally set these to be displayed automatically when you log in.
Setting yourself a reminder of a booking
Navigate to the date of the booking you wish to set yourself a reminder for, and click / tap its booking block. In the pop-up menu, select the icon.Sending booking reminders to your external calendar (Outlook, Lightning, etc)
If your mail client has an associated calendar application (such as Microsoft's Outlook, or Lighting (for Thunderbird)), you can choose to have MIDAS generate and email you a calendar event for any booking you set a reminder for. Depending upon your mail client, these "events" can usually be added to your external calendar with a single click of an "Accept" button.To enable/disable this option:
- Select the icon in the main toolbar.
- Click / tap the icon in the upper right corner of the Notification Center.
- Enable/Disable the "Send Booking Reminders as Calendar events to my email" option.
Some email clients may also offer you "Decline" and / or "Tentative" options when you receive these automated calendar event emails. It's important to note that these options specifically relate to the adding of the event to your external calendar application only. "Declining" an automated event email will not cancel or remove the booking from MIDAS itself, it simply won't be added to your external calendar
Setting yourself a reminder for something else
- Select the icon in the main toolbar.
- Click / tap the smaller icon adjacent to the "Reminders" icon.
- You'll then be able to enter your own custom reminder and set an expiry for it.
- Use the "Add Reminder" button to save your reminder.
- You will be shown your reminders whenever you log in/check your reminders up until this expiry date/time, after which the reminder will automatically expire.
Removing a reminder
Reminders are automatically removed after their expiry date, however, you can manually remove a reminder at any time by clicking / tapping the small icon next to the reminder you wish to remove in your Notification Center. See Also: Notification Center