Tasks & Reminders

Never forget to send an invoice or call a client again. The Tasks feature is part of the Platinum CRM suite.

How to Use Tasks

1. Open a Client profile or a specific Booking.
2. Click Add Task.
3. Write a description (e.g., "Call venue to confirm load-in time") and set a due date.
4. You will receive an automated email and push notification on the day the task is due.