Reminders

Reminders make sure you are alerted at the right moment for a rental case, an applicant or a task. You can create reminders as one-time events or on a recurring schedule, and choose whether the notification is delivered via chat or email.

Common Tasks

• Create a one-time reminder
• Set up a recurring reminder
• Pause and resume a reminder
• Cancel a reminder
• Manage scheduled AI actions

How to

Create a one-time reminder

1. Open Reminders → click New reminder.
2. Enter a title, e.g. "Follow up with Miller family — submit SCHUFA (German credit report)".
3. Select type Once, set date and time (e.g. 20 May 2026, 09:00).
4. Choose notification channel: Chat or Email.
5. Assignment: Me (personal) or Whole team.
6. Click Create — the reminder appears in the list with status "Active".

Set up a recurring reminder

1. Reminders → New reminder, select type Recurring.
2. Set the frequency: Daily / Weekdays / Weekly / Monthly.
3. Set the time (e.g. 08:00); for weekly, choose the days (e.g. Monday).
4. Example preview: "Every Monday at 08:00" — shown below the form.
5. Confirm channel and assignment, then Create.

Pause and resume a reminder

1. Find the reminder in the table.
2. Click the pause icon — status changes to "Paused" and the next trigger is frozen.
3. Click the play icon to resume — the next trigger is recalculated.

Cancel a reminder

1. Dropdown (three dots) → select Cancel.
2. A confirmation dialog appears: "Cancel this reminder?"
3. Confirm — the reminder changes to status "Cancelled" and will no longer trigger.

Scheduled AI actions

Below the reminders table, a Scheduled Actions section appears when Locari has scheduled actions via the chatbot (e.g. "Remind applicant Miller at 14:00"). Pending actions can be cancelled from here.

Views and Fields

Reminders table

Filter and search bar with:

• Search — title or description
• Status filter — All / Active / Paused / Completed / Cancelled
• Type filter — All / Once / Recurring

Table columns:

• Title — reminder name, assignment icon (single person = me, group = team), description and next trigger time
• Schedule — badge "Once" or "Recurring"
• Channel — chat icon or email icon
• Status — Active / Paused / Completed / Cancelled

Reminder fields (when creating)

• Title — required, max. 255 characters
• Description — optional, free text
• Type — Once or Recurring
• Date and time — required for Once
• Frequency — Daily, Weekdays (Mon–Fri), Weekly, Monthly (for Recurring)
• Time — hour (0–23), minute (0, 15, 30, 45)
• Weekdays — selectable for weekly frequency
• Day of month — 1–28 for monthly frequency
• Notification via — Chat or Email
• Assignment — Me or Whole team
• Timezone — default: Europe/Berlin

Audit and History

Reminders do not have a separate history tab. Visible per entry are:

• Created at and Updated at
• Next trigger in the table column
• Last triggered — stored internally, visible in the Scheduled Actions section where relevant

Retention: Cancelled and completed reminders remain visible in the list (status "Cancelled" / "Completed") but are no longer triggered. They are removed when the account itself is deleted.

Permissions and Multi-select

• Visible to: all team members of the owner account who are assigned to the reminder or created it; team reminders are visible to everyone.
• Create: all members with the tasks.write permission.
• Edit, pause, cancel: all members with the tasks.write permission — not restricted to the creator.
• Multiple reminders at once: bulk actions are not available; each reminder is managed individually.

To manage all notes and tasks for applicants: Applicant List — bulk reject, filter by phase and status, sort by score.

Related Pages

• Notes
• Tasks
• Applicant details
• Locari AI and communication
• Properties