Smart reminders & pins

Create reminders for your practice or a specific client, or pin them from anywhere in the app. PepperChat auto‑associates clients when applicable and smartly surfaces reminders where they're most useful.

2‑week free trialNo credit card required

How it helps

Pin from anywhere

See the bell icon? Click it to capture a reminder in context—PepperChat links it to the right client automatically when applicable.

Pin reminders from anywhere in the app

Smart reminder creation

When you pin, PepperChat detects what you’re pinning and where it belongs. Homework and follow‑up topics are identified automatically, the correct client is linked, and the reminder is set to surface in the most relevant place—like Homework or Follow‑ups on the client dashboard. You can review and adjust before saving.

Smart reminder creation with auto‑detected type and client linking

Smart surfacing where it matters

Homework pins appear next to Homework on the client dashboard. Follow‑up topics show up where you prep for the next session. Stay organized without extra steps.

Smart surfacing of reminders by context

Reminders basics

Assign to yourself or a client, set optional due dates and times (sorted by urgency), and update anytime—mark complete, edit, or delete with one tap.

Basics: client‑specific or practice‑level reminders

Spend more time with clients — and less time on paperwork.

Start your 2-week free trial today, no credit card required.