The Reminders Page: A How-To Guide
Reminders help you keep track of important homeschool dates, like standardized testing windows, sending your portfolio to an evaluator, or submitting end-of-year paperwork. You can optionally have Chalk and Chart email you ahead of each date.
This is a Scholar-plan feature, and it is an optional page you turn on yourself.
Opening the Reminders page
- Go to Settings, and in the Optional pages section tick Reminders, then click Save.
- The page now appears in the left menu (or under More in the bottom bar on a phone) as Reminders. Click it to open.
Reminders are split into Upcoming (today or later) and Past. Upcoming reminders also appear in a small card on your Dashboard so you see what is coming without leaving the home page.
Adding a reminder
Click Add Reminder.
Fill in the form:
Field What it does Reminder Pick a type: Standardized Testing, Email Evaluator, Submit End of Year paperwork to School District, or Other. The type becomes the reminder's title. Title Only shown when you pick Other, so you can type your own title. Student Optional. Attach the reminder to one student, or leave it as Whole family. Date The date the reminder is for (required). Note Any extra detail. Click Save. The reminder appears under Upcoming (or Past if the date has already passed).
Getting emailed ahead of time
Turn on Email me reminders to have Chalk and Chart email you before the date. Then choose one or more lead times.
- You can pick any combination of 60 days before, 30 days before, 14 days before, 7 days before, and On the reminder date.
- You get one email per chosen lead time, sent on that day. You must choose at least one time, or turn the email option back off, before you can save.
An entry with email reminders on shows a small Email marker in the list.
The reminder list
Each upcoming reminder shows its date, title, the student pill (if attached to one), the Email marker (if on), your note, and Edit and Delete buttons.
Editing or deleting a reminder
Edit: click Edit on an upcoming reminder to reopen the form, change anything (including the email settings), then click Save.
Delete: click Delete on any reminder. Your browser asks you to confirm.
Past reminders
Once a reminder's date has passed it moves to the Past section, shown dimmed. You can still delete past reminders from there.
Quick reference
| I want to... | Do this |
|---|---|
| Turn the page on | Settings → Optional pages → tick Reminders → Save |
| Add a reminder | Add Reminder → pick a type, set the date → Save |
| Use my own wording | Pick Other, then type a Title |
| Attach it to a student | Choose the student in the Student field |
| Be emailed ahead of time | Turn on Email me reminders and pick your lead times |
| Change a reminder | Edit → change → Save |
| Remove a reminder | Delete → confirm |
Screenshots use a sample Scholar account ("Demo Family").