Set and manage reminders
Set a follow-up note-to-self that completes itself the moment you actually reach out.
Set a note-to-self to follow up with someone, and let it close itself the moment you actually do.
Why it matters
The problem with most follow-up lists is that they don't know when you've already followed up. You do the work of messaging someone, and then you still have to remember to go back and check a box. A Relatable reminder skips that: message the person it's about, and the reminder marks itself done. You don't manage a to-do list — you just do the thing, and the record catches up.
How it works
A reminder has a name, a due date, and usually one or more people attached to it. It shows up on your dashboard and in a daily digest email once it's due. The moment you send a message to someone tied to an open reminder, Relatable completes it automatically, with no manual step.
How to use it
- From a contact's profile: open the contact and add a reminder with a due date and a short note about why.2. From the dashboard: reminders due today or overdue show up in the Reminders section. Complete, snooze, or reschedule them from there.
- From Whiz: ask in plain language — "remind me to follow up with Sid next week" creates it for you.
- In the mobile app: reminders work the same way. Set them from a contact's detail view or through Whiz, and they show up on your mobile dashboard.
- Once due, a reminder also arrives in your daily reminder email, so you see it even if you skip the app that day.
Good to know
- Sending a message to the person a reminder is about completes it automatically. There's no "mark done" button to remember.
- Birthdays get rolled into the same dashboard section as reminders, but they come from special dates, not from a reminder you set yourself.
- The daily reminder email can be turned off in your notification preferences if you'd rather check only inside the app.
- Whether reminders can repeat on a recurring schedule wasn't something we could confirm — treat each one as one-time until you've checked.
Ask Whiz
- "Remind me to check in with Siouxsie next Tuesday"
- "What reminders do I have due this week?"
- "Move my reminder for Joey to Friday"