Client Tasks

Learn how to set up and manage automatic and manual tasks in Zanda. Customize reminders for client birthdays, session packs, and more for efficient client management.

Tasks enable you to be automatically alerted to events like client birthdays, recurring appointments ending, or when a session pack has ended. This can be customised so that you can choose what and when you are reminded and how you action the task.

In this article:

• Setting up Automatic Tasks
  • Setting up System Automatic Tasks
  • Adding Tasks Actions to Zanda Automations
• Setting a Manual Task for a Client
• Checking and Actioning your Tasks

In the header of Zanda, you will notice in the top right corner a tick symbol button. This will take you to a list of automatic and manually set upcoming tasks relating to your clients. You can also set manual reminders for tasks with individual clients such as "Send Follow-up letter" and schedule the task for six months time. In response to tasks, you can either perform an action like sending an SMS or email using your templates, or you can acknowledge and remove the task from your list.

Setting up System Automatic Tasks

1. Go to Settings > Communication > Tasks.
2. Under the heading 'Automatically Generated Tasks' select what you would like to be reminded about e.g. Client Birthdays, Recurring Appointments finishing, or the end of a Session Pack.
3. Click Save.

Adding Tasks Actions to Zanda Automations

The Zanda Automations feature  enables you to configure automated message sending or task generation based on particular conditions that you can choose. They are a fantastic tool for automating administrative tasks. Use it to automatically generate tasks for your team!  

• To set up automations with tasks, go to Settings > Communication > Automations and create any number of automations for new clients workflows, pre- and post-appointment workflows, unpaid invoices and client recalls. 

• When you choose "Task" as your automation action, a new task is generated using the automation name as the title. This task will appear in the Tasks dashboard at the top of your account screen. These tasks are not assigned to any specific user and are connected to a client based on the criteria you have established. The due date for each task corresponds to the date it was created by the automation.
  

Setting a Manual Task for a Client

1. Access the client's profile and navigate to Tasks (left of the screen).
2. Click on Add Task.
3. Enter Due Date, Name, select the relevant communication template, and assign to a specific user if applicable, add any description you'd like.
4. Click Save.

Checking and Actioning your Tasks

1. On the main calendar page click on the "Tasks" button (top right of screen).
   
2. Review your tasks and either perform the action (e.g. Send birthday SMS/email to the client) or click "Hide" to remove the task from your list.