Reminder for monthly pickup

[Squareuser3]

I have a small business where people purchase the same product every month. I have started entering client information to introduce recurrent montly payments but I have no idea what client is due to pick up their product on any given day without manually searching through all of my clients. How can I be notified that a client is due for their next shipment?

Thank you!

[RHatch]

You can do this in Customer Management.  It works on the app or Dashboard.  Just find your customer, Under Notes Click add Note. There you can add your note and set your reminder.  The only issue is that you can't make it recurring at this time, so you will have to reset it.

Or you can add them to a digital calendar.