Remind yourself about expiring subscriptions/contracts

Suppose you want to be reminded when a customer's subscription is about to expire. Perhaps you want to try upselling a better subscription. You can do this with contracts.

  1. Navigate to the Contracts screen.
  2. In the upper right, click New Contract.
  3. Fill in the details.
  4. Click Create Contract. This will then bring up the Contract Details.
  5. In the ACTIVITY box on the left, click Add Reminder.
    Add Reminder button in Activity section
  6. Click in the Add Reminder field and pick a date and time to be reminded.
  7. Fill in any other details and click Save.