How to use Fitnexa Reminders for dues, birthdays and follow-ups
See every payment to collect, member birthday and sales follow-up in one place. Pick a date, tick tasks off as done, dismiss them or reopen them later.
Reminders is your daily to-do list. Payment reminders come from invoices, birthdays come from member profiles, and sales follow-ups come from the Leads CRM.
Step by step
Open Reminders
Click Reminders in the left-hand menu and choose a tab: Payments, Birthdays or Sales CRM.
In the Admin menu, select Reminders.
- Payments (select this tab)
- Birthdays
- Sales CRM
Pick the day
Use the date picker to choose a day. The summary line shows how many are past, upcoming and overdue, for example 3 past · 5 upcoming · 2 overdue. Tick Show completed to see ones you've already done.
Act on each reminder
Click View to open the invoice, member or lead. When it's done, click Mark task as complete. Not relevant any more? Click Dismiss. Changed your mind? Reopen brings it back.
Member Invoice Balance Due Action Priya Nair INV-2026-0139 ₹7,160 Today View Vikram Singh INV-2026-0128 ₹7,080 8 days overdue View Adding payment reminders
Payment reminders are created from invoices: tick Remind me to collect this payment when creating an invoice, Remind me to collect the balance when recording a part payment, or click Set reminder on any invoice. It then shows Reminder set.
Common questions
Does Fitnexa send the member a reminder too?
Reminders are tasks for your team. To contact members, message them or send an announcement from Notifications.
Where do sales follow-ups come from?
From Schedule follow-up on a lead's profile in Leads CRM.