video1.0<iframe src="https://www.loom.com/embed/51c5c053a02c4ae8a286a5b8f09a0262" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/51c5c053a02c4ae8a286a5b8f09a0262-c2628a582df714a5.gif241.831In this video, I walk you through how to set up reminders for products, specifically focusing on a yearly service reminder. I demonstrate creating an email and SMS template that notifies customers when their equipment service is due, using placeholders for equipment names and serial numbers. I also show how to attach these reminders to products in the system, ensuring they are sent out automatically 21 days before the due date. Finally, I highlight how to access the reminder report to keep track of upcoming reminders. Please make sure to follow these steps to enhance our customer service process.