Timeline, notes and reminders

A client's Timeline is their history with you: what they did in your galleries, what you sent, and what you noted. Notes and Reminders help you keep track of what to do next.

The timeline

It lists events such as "opened a gallery", "liked 12 photos", "sent a selection", "downloaded photos", "commented", "ordered a service" and "saved a gallery to the Memory Vault". Use the filters (All, Messages, Views, Selection, Downloads, Comments, Orders, Notes and Record) to narrow it down, and Load more to go further back.

Add a note or log a conversation

In the timeline composer:

• Note: something worth remembering about the client.
• Call / message: log a conversation. Choose I reached out or Client reached out, and a channel: Phone, Email, Instagram, Telegram, WhatsApp, Viber, Meeting or Other.

Notes

The Notes section holds standing notes about the client, such as details and wishes. They save as you type. Use the timeline for dated conversations and events.

Reminders

Reminders make sure you follow up.

1. Open the client's Notes & reminders tab.
2. Select + Add, enter a title and a Date, and optionally a note.
3. When it's due, mark it Done, Snooze it (By a day, By 3 days or By a week) or Delete it.

Overdue reminders are marked so you can't miss them.

Automatic reminders

Osvio adds reminders for you, marked "auto":

• "Birthday in a week" and "Birthday today" for people with a birthday on their card.
• "Gallery hasn't been opened yet".
• "Get back in touch" for a client who has gone quiet.
• "Reply to" a client whose message is waiting.

Get notified

On the morning a reminder is due, Osvio sends you a notification, a push notification and an email with the list. You can switch these on or off with Client reminders in your profile's Account tab. See Notifications.

Related articles

• Add and manage clients Add a client, add the people on their card, set a primary contact, merge duplicates and delete a client, with what happens to their galleries.
• See client activity and reply to comments Find out who viewed, liked and downloaded a gallery, read and answer client comments, and choose which email notifications you receive.