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1. Contacts - Set date to send reminder notification for service dates

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   15 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Aaah gotcha, thanks for the confirmation and additional feedback on the idea here. A bit of an extension from our existing functionality for Contacts and there may be some CRM solutions that you could explore in the Xero app store atm.

   For now we'll track the interest in this from community here.

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   Online Telepsych commented  ·  12 August, 2026  ·  Edit…  ·  delete…

   Stay organized with Contacts – set reminder notifications for important service dates and never miss a follow-up. This feature can also help professionals managing appointments related to California Workers Compensation Psychiatric Evaluation services.
   https://onlinetelepsych.com/workers-compensation/

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