Previous: Review Client Insights

After reviewing a client, you can quickly send them a message directly from the dashboard.

Once you’ve reviewed a client and finished their check-in, click the checkmark icon to mark them as checked in. Your Check-in Complete counter will then update automatically.

The Catch-up tab helps you notice and act on your clients' important relationship moments including birthdays, coaching anniversaries, and streaks right from the Check-in Dashboard.

Click Catch up in the dashboard. Moments are organized into four sub-tabs - All / Birthday / Anniversary / Milestone with All selected by default. All event moments that need your attention will be in the “Needs Attention” tab while expired and handled moments move to the History.

Once a moment's day arrives, its card becomes actionable. Hover over the card and click the message icon to open a pre-filled, fully editable message tailored to that moment.

Upcoming moments (before their day) appear as read-only previews with no message or Send button. You can also Dismiss any card with the "x" if you'd rather not act on it and it won't reappear for that occasion.

Next: Additional Workflows