You can set up reminders to create Kudoboards for upcoming occasions, like birthdays, anniversaries, or holidays. When a reminder is set you will receive an email one week before the reminder date, letting you know it's time to create the Kudoboard.
To set up reminders, follow these steps:
- When logged into your account go to https://www.kudoboard.com/reminders. If adding a reminder on a business plan go to your business plan landing page and add /reminders to the URL — for example, subdomain.kudoboard.com/reminders. The Reminders page can also be reached by clicking the Reminders tab on the left hand side of your Dashboard.
- When adding reminders, add in the name of the recipient, the occasion, and the date of the event.
- Reminders will default to being annual. If you would prefer to create a one-time only reminder, uncheck 'Set annual reminder' at the bottom of Reminders page.
You can also see the reminders you added in a calendar view: