Cloud ERP by Business Layers

WhatsApp Reminders Calendar Guide

Site Admin Guide: How to schedule reminders in the monthly calendar, set their recurrence, and send them via WhatsApp.

What the Reminders Calendar Does

The reminders calendar is the business's monthly calendar. Each day, record things you must not forget: VAT payment, car service, a meeting, or receiving goods. Each reminder is sent as a WhatsApp message to the business number or any other number.

A reminder can be one-time or recurring — daily, weekly, or monthly. It can be sent at the time of the event or in advance, a few hours or days beforehand. Every reminder can also be sent manually, instantly, with one click.

What You Get with the Reminders Calendar

  • One monthly calendar for all the business's reminders, with the current day highlighted.
  • One-time, daily, weekly, or monthly reminders — with an end date when needed.
  • Send via WhatsApp at the time of the event, or 1–24 hours or 1–30 days beforehand.
  • The business's WhatsApp number is pre-filled, and you can replace it with any number.
  • A "Send Now" button for sending any reminder immediately.
  • Edit and delete from the details window without leaving the calendar.

The Monthly Calendar

‹ ›Switching Between MonthsThe arrows next to the month name move to the next or previous month.
10:00Reminder on a DayEach reminder appears on its date with the time and subject. Click it to open the details.
TodayThe Current DayThe current day is marked with a "Today" label.

A recurring reminder appears on every applicable day. On its first day, it is marked normally; on recurring days, it has a different marking so you can see where it was originally scheduled.

How to Schedule a Reminder, Step by Step

  1. Select a Day in the Calendar

    Click the desired day's cell. A "New Reminder" window opens, with the date already filled in — and the time set to 10:00.

  2. Enter a Subject

    A short subject, such as "VAT payment" or "Meeting with supplier." This is what appears in the calendar cell.

  3. Enter Details

    Everything you need to remember: an address, contact name, or what to bring. The details are sent in the message.

  4. Checking the WhatsApp number

    The business number is already filled in. You can replace it with any other number in international format: 972 followed by the number without the leading zero.

  5. Updating the date and time

    The date and time of the event itself.

  6. Choose a frequency

    Once, daily, weekly, or monthly. A recurring reminder also includes an "End date" field. Without an end date, it repeats indefinitely.

  7. Choose when to send

    "At event time" or "Hours before" / "Days before" - then choose how many: up to 24 hours or up to 30 days.

  8. Save

    Click "Save". The reminder appears in the calendar immediately, and the "Saved" message confirms it was saved.

View, send, edit, and delete

Clicking a reminder in the calendar opens the "Reminder details" window: the subject, date and time, details, frequency, and when it will be sent. The window has four buttons at the bottom:

Send now
Sends the reminder to WhatsApp immediately, to the number saved in it. When finished, a message shows the number it was sent to.
Edit
Opens the form with all the details. Make changes and click "Save".
Delete
Deletes the reminder after confirmation. For a recurring reminder, all its occurrences are deleted.
Close
Closes the window and returns to the calendar.

Reminder form fields

Subject
The reminder title. Appears in the calendar.
Details
Free-form content, including multiple lines.
Send to WhatsApp number
The number that will receive the message. Default: the business number.
Date and time
When the event takes place. For a recurring reminder - when it starts.
Frequency
One-time, daily, weekly, or monthly.
End date
The last day of a recurring reminder. Shown only when the frequency is not one-time.
Reminder delivery
At the event time, or a few hours or days before it.

How recurring reminders are scheduled

DailyEvery dayFrom the set date through the end date.
WeeklyEvery weekOn the same day of the week the reminder started.
MonthlyEvery monthOn the same day number each month, such as the 15th.

A monthly reminder set for the 29th, 30th, or 31st will not appear in shorter months. For monthly reminders, it's best to choose a day from 1 to 28.

Features related to the Reminder Calendar

appt_book.php

Appointment scheduling — a business appointment calendar and customer self-booking.

site-setting.php

Site settings — business details and general settings.

Tips for working with reminders

  • Recurring payments, such as VAT or rent — set them once as a monthly reminder.
  • For a meeting outside the office — send it a day before, so there's time to prepare.
  • Write down everything needed in detail: address, phone number, and what to bring. The WhatsApp message is what you'll see when the time comes.
  • Want to make sure the number is correct? Click "Send now" and check that the message arrived.
  • For a reminder that repeats for a limited period — set an end date to keep the calendar clear.

Frequently asked questions about the Reminder Calendar

How do I set a new reminder?

Click a day in the calendar, enter a subject, number, date, and time, then click "Save".

How do I set a reminder that repeats every month?

In the "Frequency" field, select "Monthly". The reminder will repeat on the same day number each month, until the end date if one is set.

Can I get the reminder one day in advance?

Yes. In the "Reminder delivery" field, select "Days before" and the number of days, or "Hours before" and the number of hours.

How do I send a WhatsApp reminder now?

Click the reminder in the calendar, then click "Send now" in the details window. The message is sent immediately to the number saved in the reminder.

Can I send a reminder to another number?

Yes. Enter any number in the "Send to WhatsApp number" field, in international format without a leading zero.

How do I stop a recurring reminder?

Edit the reminder and set an end date. To stop it completely, delete it.

What happens with a monthly reminder set for the 31st?

It appears only in months with 31 days. For a monthly reminder, it's best to choose a day between 1 and 28.

Take me to the reminder calendar