This guide provides a straightforward method for efficiently managing renewal reminders within the Know Your Dosh platform. By following simple steps, customers can easily mark renewal reminders as ‘taken care of’, ensuring items are organised and up to date. This streamlined process enhances productivity and helps maintain focus on important financial commitments.
1. Navigate to https://app.knowyourdosh.com/dashboard
2. Click “Renewals”
3. Click “View Reminders”
4. Click the green pencil icon here
5. Click the “Took Care” field
6. Click “Save”
Complete! The renewal is now marked as 'taken care of' 😊
