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The compliance calendar shows every date guardbook tracks for your firm, a year ahead, in one place. Go to Organisation, then Compliance calendar.

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What it shows

Dates from two areas:
  • AI governance: the quarterly risk register review, dip samples, training renewals, the yearly data safeguards check, client terms waiting to be adopted, and RICS standard updates to review.
  • Assets and insurance: professional indemnity and other insurance renewals, software and equipment dates, each person’s CPD for the year, the reminder to record CPD with your professional body, and GDPR deadlines.
The top of the page shows what is overdue, what needs doing now and what is due in the next 30 days. Switch between Month and List view to suit you. You do not add anything to the calendar directly. It fills itself from the dates you record elsewhere in guardbook, so a date is only ever in one place.

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Reminder emails

guardbook emails every login at your firm when something needs attention:
  • Every Monday: a summary of anything overdue or due in the next 30 days.
  • Other days: a heads-up when something is 30 days away, 7 days away, or has just gone overdue.
Each heads-up is sent once per item, so you are not told the same thing twice. Where guardbook can do some of the work itself, such as opening a dip sample that has fallen due, it does that first and the email says so. A data breach logged on the GDPR page triggers a heads-up the next morning, because the 72-hour deadline to report it to the ICO falls inside the 7-day window.

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Turning reminders off

Each person controls their own. Go to Settings, then Account, and untick Email me reminders. The rest of your firm still gets theirs.