Selecting a Post Date
The default Post Date is the day a nudge is created, but this demo shows you when you may want to use a custom Post Date and how that impacts reminders and what the client sees
The Post Date is the date that a task is viewable by your client in the app (if you client registered for the app). The Post Date also informs reminder scheduling.
Our demo will show how the Post Date works and when you might want to choose a date other than the default.
- When the default Post Date is recommended
- When a custom Post Date may be preferred
- How the Post Date impacts reminders
- How tasks with Post Dates in the future appear to advisors vs. clients